Financial clarity for small law firms that want to grow

Whether you bill hourly, flat-fee, or on retainer — if you run a small law firm in Austin and want better visibility into your finances, we'd love to help. We handle the bookkeeping, cash flow planning, and financial reporting so you can focus on your clients.

The financial challenges small law firms face every day

You went to law school to practice law, not to manage a P&L. But running a firm means dealing with these realities.

You don't know your numbers

Utilization, productivity, and realization rates are critical for making smart decisions — but if you're not tracking them, you're flying blind. You're busy, but you're not sure if busy means profitable.

Busy but where's the cash?

You're working harder than ever, but revenue and cash flow aren't keeping up. A lot of your money is locked up in unbilled work and unpaid invoices, making it hard to plan and cover expenses.

Trust accounts are complex

Managing trust accounts is so complex that it sometimes deters you from taking retainers, which impacts your collection rates. Getting it wrong isn't an option — bar compliance is non-negotiable.

Pricing fixed-fee work is a guess

It's challenging to set up fixed fees that truly reflect the value of your services and align with your firm's financial goals. Without historical data, you're pricing on instinct instead of insight.

Too much time on admin

Bookkeeping, invoicing, payroll, collections — administrative tasks eat hours every week that should go toward client work and business development.

No visibility into team capacity

You struggle to understand your team's productivity and capacity, which makes staffing, compensation, and training decisions harder than they need to be.

Small law firms ready to treat their practice like a business

We're not the right fit for everyone — and that's by design. We do our best work with firm owners who are past the startup phase and ready to make informed decisions based on data, not gut feel.

How we help your firm

The same core services we deliver to all our law firm clients — tailored to the way your practice operates.

Bookkeeping & Trust Accounting

Accurate books, clean trust accounts, monthly closes you can actually rely on. We handle the day-to-day so your financials are always audit-ready and bar-compliant.

KPI Dashboards & Financial Reporting

Track the metrics that matter — utilization rates, realization rates, revenue per attorney, profitability by practice area, and the KPIs that drive growth for billable-hour firms.

Cash Flow Forecasting & Budgeting

We build forward-looking cash flow models so you can plan hiring, marketing, and overhead — not react to whatever hits your bank account this month.

Fractional CFO Advisory

Strategic financial guidance without a full-time CFO salary. From pricing strategy to compensation planning to growth decisions — you get a financial advisor who understands law firms.

Run a Personal Injury Firm?

Contingency-fee practices face a unique set of financial challenges. We've built specialized services around the PI business model — from settlement pipeline forecasting to case cost analysis.

Why law firms choose us

We focus exclusively on law firms

We don't work with restaurants, dentists, or e- commerce stores. We focus on law firms because your financial model is different — trust accounting, billing structures, compliance requirements, and revenue recognition all have nuances that generalist bookkeepers miss.

Wall Street rigor, small firm service

Our founder spent 15 years in investment banking at firms like Perella Weinberg Partners. That means your firm gets financial analysis, forecasting, and strategic planning at a level most accounting firms can't deliver — without the corporate price tag or attitude.

Your own dedicated team

You get a consistent team that knows your firm, your financials, and your goals. No rotating junior staff, no offshore call centers. Your team is led by a former investment banker and supported by experienced accounting professionals.

Tools We Work With

Ready to get your firm's finances under control?

Let's talk about what's keeping you up at night financially — and see if we're the right fit.

Where is your firm losing revenue?

16 quick questions. Instant scorecard. Find out which profit leaks are costing your firm the most, and which ones to fix first.