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Accounting Partner for Law Firms.
YOUR EXPERIENCE
1
The Cash Gap:
Fronting thousands in medical records and expert fees while waiting 12-18 months for your payout.
2
The Marketing Trap:
Spending $50k/month on intake leads without knowing the exact RIO.
3
Owner Burnout:
Being a great lawyer, but a stressed-out manager, marketer, or CFO.
YOUR STRATEGIC END-TO-END PARTNER
Unlike general business coaches, I work exclusively with law firms to understand their specific issues and provide comprehensive solutions for every stage of your business's journey. I focus on clear, measurable outcomes to help you scale.
Trust Compliance
Never lose a dime in reimbursable client costs again.
Settlement Forecasting:
Know exactly what your future cash position looks like.
Reports & Dashboards:
Data-driven insights on which systems are working.
ARE YOU ACTUALLY PROFITABLE ON YOUR $100K SETTLEMENT? - CALCULATE YOUR TRUE CASE COST.
EXCLUSIVE & SELECTIVE
Tailored strategies for founders who value clarity. Leverage my experience and network for your ideal outcome.
Move at Your Pace.
Instead of pressure, my goal is to offer objective guidance. Helping you understand what your future could look like and how to approach it with a clear strategy.
Frequently Asked Questions
I have a bookkeeper, why do I need more?
Bookkeepers just record history. We help you write it. We specialize in the legal industry lifecycle. We don't "just do the books" - we optimize your case cost recovery, manage settlement spikes, ensure IOLTA is audit-proof, and provide clear data so you can focus on growing.
How do you handle IOLTA/Trust Account compliance?
This is our top priority. We perform and review three-way reconciliations every month to ensure your bank balance, case management software, and accounting software align perfectly. We ensure "State Bar Audit Ready" so you can sleep at night.
What size firms do you work with?
I work with small and mid-sized firms, generally in the $500k-$5M+ revenue range. My work is focused on helping you find what works best for you. Specifically, we aim to improve EBITDA, reduce owner dependency, and design the firm so it can be run without everything flowing through you.
Can you help me see the ROI on my marketing spend?
Absolutely. We bridge the gap between your intake data and your bank account. We'll show you exactly what your Cost Per Signed Case is and, more importantly, the projected fee value of those leads, so you know exactly when to scale your ad spend or pull back.
Do I have to switch my Case Management Software?
No. We meet you where you are. We are experts in the "Legal Tech Stack" and integrate with whatever software you are using. We will optimize your current tools to ensure they are actually talking to your accounting system.