Fractional CFO & Bookkeeping for Law Firms in Austin, TX
Fractional CFO & Bookkeeping for Law Firms in Austin, TX
FREE RESOURCE FOR PI FIRM OWNERS
A ready-to-use Excel budget model built specifically for contingency-based practices. Customize it to your firm in under an hour
Most personal injury firms do not operate from a budget. Revenue is unpredictable, case costs are hard to track, and traditional budgeting templates do not account for how contingency practices actually work. We built this model to fix that.
Monthly P&L with revenue projections: Forecast revenue based on your case pipeline and expected resolution timing, not arbitrary growth assumptions.
Cash flow bridge: See exactly how cash moves through your firm each month, including the gap between when you advance case costs and when you recover them at settlement.
Case pipeline tracker: Organize your active cases by stage, expected settlement, probability, and timing. This feeds directly into your revenue forecast.
Advanced client cost schedule: Track costs advanced on every active case in real time, so you always know how much cash is tied up in your caseload.
Partner compensation worksheet: Model base salary, distributions, and tax obligations so compensation decisions are based on what the firm can actually support.
This model is designed for personal injury firm owners who want to get a handle on their finances but do not have a CFO or financial advisor building this for them. If you are running a firm with 1 to 15 attorneys and you are making financial decisions based on your bank balance and gut feel, this will give you a better starting point.
It is not a substitute for a financial strategy tailored to your firm, but it will give you more visibility into your numbers than most personal injury practices have.
Fill out the form below and we will send the Excel file to your inbox.
We will send you the model and a short note on how to get started. No spam, no sales pitch.
Built by Scale Pro Advisors
Fractional CFO & bookkeeping for PI law firms
