Fractional CFO & Bookkeeping for Law Firms in Austin, TX
Fractional CFO & Bookkeeping for Law Firms in Austin, TX
10 quick questions. Instant scorecard. Clear next steps for your cash flow, trust accounting, and growth readiness.
Get scored across 3 areas with clear next steps for each.
See where you are strong — and where gaps are costing you.
Whether your firm has the foundational financial infrastructure to operate with clarity: a working budget, regular financial reporting, case-level profitability tracking, and a disciplined approach to evaluating investments and growth decisions
How well your firm predicts cash flow, builds reserves for slow periods, manages the feast-or-famine cycle, and tracks case costs in real time so you are never caught off guard
How streamlined, documented, and audit-ready your trust accounting processes are. Not just whether reconciliations are getting done, but whether your records and procedures would hold up under a bar review without scrambling
1
Multiple-choice questions on cash flow, trust accounting, and growth planning.
2
Score across three categories — Strong Foundation, Needs Work, or At Risk — with a clear breakdown.
3
See which areas need attention and what to do next.
This assessment is designed specifically for personal injury attorneys running their own practices. If any of these sound familiar, it's worth three minutes of your time.
A.
We have a forecast tied to our case pipeline and settlement timeline.
B.
We have a rough sense of what's coming in, but nothing structured.
C.
Honestly, every month is a surprise.
Most PI firm owners pick B or C. That's exactly what this assessment helps you understand.
Free. No obligation. A clear starting point for your firm's financial health.
Or, if you already know you need help:
