How To MANAGE a Small Law Firm

Financial Planning and Analysis

• Step in as the fractional CFO/Controller for a dedicated roster of up to 30 clients (gross revenues mostly under $10MM).
• Analyze financials to spot trends and risks.
• Fix messy data in collaboration with bookkeepers.
• Deliver hard truths to the business owner with a mix of radical candor and humor.

Chief Financial Officer, Fractional CFO

Growth Marketing

• Step directly into businesses as a high-EQ growth partner to the owner.
• Rapidly identify and eliminate revenue leaks, operational friction, and structural inefficiencies.
• Translate complex business chaos into clear, focused action plans—and hold owners accountable to executing them.
• Focus obsessively on profitability, cash flow, and execution discipline to scale businesses in the real world.

Chief Executive Officer – Growth Operator

Controller

• Function as the CFO for clients' law firms
• Read, analyze, interpret financial data
• Help clients face facts and make decisions
• Present options and lay down plans
• Hold clients accountable for actions
• Meet with clients via Zoom or telephone

Chief Financial Officer / Controller – Fractional CFO

Chief Operating Officer

• Help firm owners translate business goals into operational systems and execution plans.
• Design and implement scalable systems including organizational structure, workflow, and process design.
• Serve as a trusted operational advisor by coaching attorneys on leadership and accountability.
• Build KPI-driven operations by implementing dashboards and scorecards.
• Lead initiatives that improve efficiency, profitability, team performance, and client delivery systems.

Chief Operating Officer – Law Firm Growth Advisor

Account Executive

• Drive Revenue through Radical Candor.
• Conduct deep-dive sessions to uncover the revenue gaps, failure patterns, and bottlenecks holding a firm back.
• Use your expertise to determine if HTM is the solution.
• Maintain absolute discipline with CRM usage and lead management.
• Drive enrollments into our 5-Week Virtual Bootcamp and Membership programs.

Senior Sales Executive – Law Firm Growth and Transformation

Consultant

• Lead 1:1 Discovery Conduct structured conversations to uncover revenue goals, failure patterns, and growth bottlenecks.
• Diagnose & Prescribe Determine whether an HTM program is the right solution. If yes: guide them toward enrollment If no: respectfully disengage
• Manage the Pipeline Maintain disciplined CRM usage and consistent, thoughtful follow-up with long-cycle prospects.
• Drive Outcomes Enroll qualified owners into: Our 5-Week Virtual Bootcamp Our Membership Waiting List
• Collaborate & Travel Occasionally attend live events and national conferences with the team.

New Member Enrollment Consultant

IT Support

• Receive, triage and manage incoming help requests
• Solve what you can and coordinate the rest
• Track and report on helpdesk activity
• Spot patterns and raise concerns when necessary