We begin with a financial health assessment to identify opportunities across your firm’s financial and operational systems and processes. From there, we help to strengthen your foundation by refining financial processes, streamlining workflows, making better use of your existing platforms, or helping to select new systems where needed.

Ongoing services can provide firm leaders with the information they need to manage for today and to plan ahead. These include accounts receivable and collections management, monthly financial reporting, cash flow forecasting, and budgeting. Focused analysis of billing and collection realization, compensation plans, pricing, and profitability can help firm leaders understand what is driving their current results and to make informed decisions that will strengthen future performance.

We offer flexible engagement options, including hourly services, fixed-fee projects, and monthly retainers, based on your firm’s needs. Based in Denver, we work with law firms throughout Colorado, both in person and remotely. Please get in touch to discuss how we can support your firm.

Core Services

  1.   Financial Setup for New Law Firms

2. Financial & Operations System Review

3. Client Trust Account Compliance Review

4. AR & Collections Management

5.   Monthly Financial & Performance Reporting

6.   Cash Flow Forecasting

7.   Budgeting

8. Month-End & Year-End Close Support

9.   Billing & Collection Realization Analysis

10.   Compensation Plans

11. Pricing Analysis and Support

12. Profitability Analysis

13. Scenario Modeling

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