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Financial Management for Law Firms.
Your firm's finances are either working for you or against you.
Do you know yours?
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 firm.
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?
$250K+
Revenue growth
in under 12 months
$40K
In cash flow freed
5+ hrs
Per month saved on admin
100%
Bar Compliant
During our initial audit, we have 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 only for 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 value.
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
Four free calculators built specifically for law firms. Know exactly where your exposure is — cash flow gaps, missing revenue, and IOLTA risk — instantly. No email required. No pitch. Just the data.