How To MANAGE a Small Law Firm

• Build and execute business growth strategies with firm owners
• Improve profitability and cash flow
• Develop organizational structure and leadership teams
• Coach owners through strategic decisions — and stay accountable until results improve
• Help owners transition from working in the business to leading it

Fractional CEO – Lead Multiple Small Law Firm Owners

Financial Planning and Analysis

• Serve as CFO for approximately 25–30 clients
• Analyze financial statements, KPIs, cash flow, profitability, and business performance
• Identify financial trends, operational risks, and growth opportunities
• Deliver monthly financial reviews and strategic recommendations
• Help business owners understand financial data and turn insights into action
• Develop budgets, forecasts, and cash flow projections
• Hold clients accountable to financial goals and performance metrics
• Partner with bookkeepers to improve financial accuracy and reporting
• Build long-term trusted advisor relationships with clients
• Collaborate with internal team members to deliver an exceptional client experience

Fractional CFO Advisor – Full-Time

• Build and execute business growth strategies
• Improve profitability and cash flow
• Develop organizational structure and leadership teams
• Coach owners through strategic business decisions
• Improve operational execution and accountability
• Help owners transition from working in the business to leading it

Fractional CEO – Lead a Portfolio of Small Business Owners

Chief Operating Officer

• Building scalable operational systems and workflows
• Designing KPI dashboards and accountability rhythms
• Improving operational efficiency and profitability
• Identifying and eliminating bottlenecks
• Strengthening hiring, delegation, and organizational structure
• Translating strategic goals into weekly execution plans
• Coaching owners to lead with data instead of instinct
• Helping businesses become less owner-dependent and more scalable

Fractional COO – Turning Vision Into Daily Operating Reality

Attorney

• Build and execute business growth strategies
• Improve profitability and cash flow
• Develop organizational structure and leadership teams
• Coach owners through strategic business decisions
• Improve operational execution and accountability
• Build businesses that become less owner-dependent
• Help owners transition from working in the business to leading the business

Fractional CEO Advisor – Turning Practicing Attorneys Into Business Owners

• 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
• Go toe-to-toe with bookkeepers to fix messy data
• Deliver hard truths to the business owner with a mix of radical candor and humor

Chief Financial Officer – Small Business

Account Manager

• Develop and nurture relationships with attorneys, bar associations, and legal organizations
• Build and maintain a strong network of Centers of Influence (COIs)
• Identify and pursue strategic partnerships across events, organizations, and platforms
• Build referral pipelines that consistently generate high-quality opportunities
• Coordinate and attend networking events, conferences, and industry gatherings
• Drive inbound referrals through relationships and partnerships
• Collaborate closely with Sales and Marketing to convert opportunities into new members
• Ensure measurable contribution to new member acquisition and revenue growth

Business Development Representative – Partnerships, Referrals

Revenue Operations

• Develop and execute the company's overall revenue strategy
• Oversee marketing strategy, lead generation, brand positioning, and campaign performance
• Drive customer acquisition, conversion, expansion, and retention initiatives
• Coach leaders and teams to consistently exceed performance goals
• Collaborate with executive leadership on company strategy and growth initiatives

Chief Revenue Officer

• Develop and execute the company's overall revenue strategy.
• Own revenue performance across Marketing, Intake, Sales, and Retention.
• Identify new growth opportunities, channels, partnerships, and market segments.
• Drive customer acquisition, conversion, expansion, and retention initiatives.
• Forecast revenue and provide strategic recommendations to the executive team.
• Oversee marketing strategy, campaigns, lead generation, and brand positioning.
• Continuously test and optimize messaging, funnels, and customer acquisition channels.
• Build alignment between marketing, intake, and sales functions.
• Improve lead conversion throughout the customer journey.
• Establish performance metrics, accountability structures, and reporting systems.
• Coach leaders and teams to consistently exceed revenue targets.
• Drive retention, customer success, and lifetime value initiatives.
• Collaborate with the executive leadership team to shape company strategy.

Chief Revenue Officer – Growth Architect

• 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

• 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.