How To MANAGE a Small Law Firm

Financial Planning and Analysis

• Act as the financial strategist and partner for 20–30 small law firm clients as a Fractional CFO.
• Meet virtually with each client twice per month (~60 hours/month direct client time).
• Analyze financial statements and identify trends, risks, and opportunities.
• Translate financial concepts into clear, actionable steps and hold clients accountable for execution.
• Collaborate with bookkeepers to correct errors and ensure clean data.
• Participate in pod meetings and company training.
• Guide improvements in financial systems, controls, and processes.
• Travel occasionally for live events (optional, unless training is required).
• Workload: ~40–45 hours/week, fully remote, with meaningful impact.

Chief Financial Officer – Service-Based Business