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Financial Management for Law Firms.
Your firm's finances are either working for you or against you. Most attorneys don't know which.
Fractional CFO and Controller services exclusively for solo and small law firms. Built by someone who has sat inside a law firm, managed a Bar audit, and knows exactly what breaks when there is no financial infrastructure behind the work.
10 minutes. No pitch. Just a clear answer on whether your trust account has compliance risk right now.
70% of Attorney Disciplinary Actions Involve Trust Account Violations.
Most were not the result of bad intent. They were the result of no system - or the wrong person managing one
What Happens when Law Firms get the right financial infrastructure?
$200K+
Revenue growth
in under 12 months
$40K
In cash flow freed
5+ hrs
Per month saved on admin
100%
Audit Passed
"With KPI reporting and cash flow management, we scaled revenue by over $200,00, saved countless hours on financial admin, and unlocked $40,000 in cash flow annually."
During our initial audit, we found trust accounts unreconciled for over 6 months.
Caught. Corrected. Before any bar complaints.
You did not start your firm to do financial admin.
But at some point, the bookkeeping, the trust reconciliation, the payroll, the cash flow — it all became your problem. You are doing work that does not require a law degree, at a cost that does not show up on any invoice.
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Pathway Accounts exists for one market. Not general small business. Not any professional services firm. Law firms — because the IOLTA requirements, the contingency billing cycles, and the compliance obligations of a law firm are different from every other business. That specificity is the service.
Three Levels of Engagement. One Standard.
1
Controller
$1,500 / month
For the attorney doing their own books, running payroll manually, or relying on someone who has never touched a law firm's finances. You get your time back. Your IOLTA account is reconciled monthly. You receive a clean financial report every 30 days. You stop thinking about the books.
2
CFO
$3,000 / month
For the attorney who has the books handled but is making growth decisions — hiring, practice areas, partner draws — without real financial data. You get a 90-day cash flow forecast, a KPI dashboard, and a monthly strategy call with someone whose compensation is tied to your growth.
3
CFP
$4,000 / month
For the attorney thinking about what the firm is worth — whether that means an MSO integration, a CPA partnership, or a succession in 3 to 7 years. Complete financial infrastructure under one relationship. Enterprise value baseline established in month 1. Every financial decision from here builds toward your exit number.
Not sure which fits? The free IOLTA Compliance review call answers that question in 10 minutes.
Find Out What Your Firm Is Leaving On the Table - Before We Ever Speak
70% of attorney disciplinary actions involve trust account violations. Three free calculators built specifically for law firms show you exactly where your exposure is — cash flow gaps, missing revenue, and IOLTA risk — instantly. No email required. No pitch. Just data.
Missing Revenue Calculator
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Missing Profit CFO Calculator
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Case Velocity Calculator
Frequently Asked Questions
I already have someone doing my books. Why do I need this?
Most bookkeepers record what happened. They do not reconcile your IOLTA account three ways, produce a 90-day cash flow forecast, or tell you which practice area is actually profitable. If your current setup cannot answer those questions, you do not have financial infrastructure — you have a receipt keeper.
What size firm do you work with?
Solo attorneys and small firms — typically one to ten attorneys. The sweet spot is firms that are too sophisticated for DIY bookkeeping but not large enough for a full-time finance hire. If that is where you are, that is exactly who this was built for.
How do you handle IOLTA and trust account compliance?
Three-way reconciliation every month — bank balance, case management system, and accounting software aligned and documented. If something is off, you know before anyone else does. Every engagement is built to be Bar audit-ready from day one.
Do I have to change my software?
No. We work inside whatever you are using — QuickBooks, Clio, MyCase, Ramp, LawPay. If your tools are not talking to each other correctly, we fix that. You do not start over.
What does month 1 actually look like?
Every engagement starts with a full financial audit across seven areas of your firm — trust compliance, bookkeeping systems, cash flow, practice area profitability, payroll, reporting infrastructure, and tax readiness. Most firms find something in month 1 they did not know was there. The audit is included in every engagement at no additional cost.