Law firm financials
for attorneys,
by attorneys
Gain law firm-specific financial strategies you
won’t find in general business advice.
Get FREE instant access to our comprehensive guide.
Join attorneys practicing in multiple states who transformed their firm’s accounting processes and offloaded their money movement & disbursement processing functions with peace of mind.
Why this guide is different
Not just another finance guide. Written by a practicing attorney and CPA, this thorough resource offers insider knowledge tailored specifically for legal professionals.
01
It’s written by an attorney, for attorneys: We speak your language and understand your unique challenges.
02
It’s not pretending one size fits all: Whether you are just starting your boutique firm or are managing partner of a full-service firm, find solutions that fit your needs.
03
It balances best practices and profitability: Maintain compliance and consistency while optimizing your financial processes.
04
It’s tech-smart, not tech-dependent: Enhance efficiency without blindly relying on software.
05
It provides actionable insights: Implement strategies immediately to see tangible results.
What`s inside?
Unlock the financial potential of your law practice
Here’s a glimpse of the game-changing insights waiting for you:
Cash flow clarity: Understand 6 key inflows and 5 expense categories unique to law firms
Financial management best practices: Learn strategies for effective and compliant firm operations
Practical implementation: Discover actionable steps for immediate improvement
Financial management best practices: Learn strategies for effective and compliant firm operations
Growth stage strategies: Adapt financial approaches from the first dollar of revenue to $20+ million firms
Financial leadership: Balance legal expertise with advanced business management
Addressing your Concern head-on
“I can’t afford financial missteps or ethical oversights.”
We understand the critical importance of accuracy in legal finance. The guide provides a framework for implementing financial processes, helping you minimize risks and maintain impeccable ethical standards.
“I don’t have time for complex new systems or major changes.”
We get it! This guide respects your time constraints. It offers both quick, implementable strategies and long-term solutions you can adopt at your own pace. The focus is on optimizing your existing processes, not overhauling them.
“I’m an experienced attorney. What new insights can this guide offer?”
Discover how top-performing law firms allocate resources differently at key revenue thresholds. Learn why efficient firms often hit roadblocks at
$2−4 million and 10−15 million in revenue, and how to overcome these challenges.
“I don’t need another “business guide” that’s really just tax planning tips.”
I’m just as numb to canned tax advice as you are and this isn’t a tax guide. This is about viewing your practice purely through a business sustainability and operations consistency lens.
“I’m concerned about outsourcing financial tasks or relying too heavily on technology.”
This guide emphasizes building your own financial understanding, allowing you to maintain control while making informed decisions about when and how to leverage additional resources or technology.
This guide empowers you to:
Make informed decisions about your firm’s financial direction
Optimize your financial processes based on industry best practices
Balance financial performance with professional responsibilities
Implement strategies for effective financial management
Navigate growth stages from Day 0 to $20+ million firms
Financial management explained in terms lawyers understand and can apply.
No risk, no obligation – just valuable insights delivered straight to your inbox, for free.