Industries

Legal & Professional

Every law firm, no matter the size or specialty, needs a financial roadmap. Let us help you create yours.

Growth-Focused Financial Consulting for the Legal and Professional Industry

There comes a time in the growth of your firm when intuition and hard work isn’t enough. The complexity of your finances demands deeper expertise and greater sophistication. Our specialized legal and professional consulting services focus on profitability and growing cash to sustain firm operations so you can focus on what you do best: providing excellent client service.

Whether it’s hiring new professionals or understanding the ROI of marketing strategies, we provide you with the data needed to make strategic decisions. Our comprehensive financial reporting, dynamic forecasting and integrated tax services create a roadmap that allows you to move forward with confidence.

How We Empower You to Dream Big

Virtual CFO

Strategic Financial Leadership with Dynamic Forecasting and KPIs

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Virtual Controller

Robust Financial Oversight & Actionable Reporting with an Outsourced Team

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Virtual Accountant

Day-to-Day Execution of Firm Transactions with an Outsourced Team

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Cybersecurity

Protect against modern cyber threats and fraud

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Outsourced IT

Co-managed services to fill in the gaps of existing IT staff

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AI, Automation and Analytics

Automate processes and implement AI to increase efficiency

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Fraud and Forensics

Investigate suspected fraud 

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Due Diligence

Financial due diligence for a merger or acquisition

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Tax Planning

Personalized tax strategies to reduce your federal, state and local tax burden

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Reaching Your Big Dreams Requires the Right Strategic Insight

In our decades of experience supporting the growth of legal and professional firms, we’ve learned that the most successful firms are those that consistently evolve their finances, building from fundamental practices to strategic excellence.

That’s why we created our Profit Focused Accounting Maturity Assessment – to help firms just like yours move through each stage of their financial evolution as efficiently as possible. Take this strategic evaluation if you’d like to:

  • Understand your financial management capabilities – and how to enhance them
  • Measure yourself against proven industry standards
  • Create a clear roadmap to elevate your financial practices

Are you ready to take charge of your finances?

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