Profit First Certified Professional Logo



CFO Services for Small Business

Find Your Niche

Niche Selection for Success In today’s competitive legal landscape, it’s more important than ever for lawyers to establish a niche practice. Whether it’s defined by practice area, legal issue, or client demographics, specialization allows you to become an expert in

Read More »

Dollars and Sense: Managing Cash Flow Effectively

Cash flow management is a critical tool in managing a profitable law firm. Proper cash flow strategies can help growth, lead to financial stability, and sustain small law firms against uncertainty. Let us explore strategies and best practices for managing

Read More »

Trust Account Mastery: Best Practices for Law Firms

Keep Trust Funds Separate: A trust account is established to secure retainers from clients. The funds in this account belong to the client, not the law firm. Commingling funds or misuse can have severe consequences. Recordkeeping: Proper record-keeping is crucial

Read More »