How To MANAGE a Small Law Firm

Growth Marketing

• Coach law firm owners through business and marketing execution
• Review member progress metrics and accountability plans
• Conduct structured 1:1 coaching calls
• Respond to member communications within service standards
• Document actions, commitments, and progress
• Participate in leadership meetings and training sessions
• Collaborate with support teams to ensure client success
• Provide executive leadership and practice management coaching
• Advise up to 75 law firm owners on business growth and operations
• Ensure execution of business plans and marketing strategies
• Maintain response-time standards for clients and internal teams
• Track, document, and report member performance and outcome

Chief Executive Officer – Law Firm Growth & Practice Management

Accountant

• Maintain accurate financial records for assigned clients
• Perform account reconciliations and journal entries
• Deliver complete monthly reporting packages by the 8th business day of the following month
• Address Quality Control review notes
• Review newly onboarded client accounts and set up QuickBooks Online files
• Prepare monthly three-way trust reconciliations
• Serve as the primary point of contact for clients regarding missing documentation and questions about financial reports
• Collaborate with internal team members and participate in client calls

Chief Executive Officer – Law Firm Growth & Practice Management

Staff Accountant