Financial clarity that scales with your firm

Bookkeeping, trust accounting, and fractional CFO services built for the unique needs of your practice.

3-Month Money-Back Guarantee on all plans. If you are not satisfied with our work, we will refund your fees — no questions asked.

Ongoing financial support

Each plan builds on the one before it. Start where it makes sense for your firm and add services as your needs evolve.

Tier 1

Solo Practice

Best for solo PI attorneys who need clean books and trust compliance.

Starting at

$500

per month

Scales with your firm size

Clean books, compliant trust accounts, and financial reports you can actually read. You focus on cases; we handle the numbers

What's included

Tier 2

Growing Firm

Best for PI firms with 2–10 attorneys managing growth complexity.

Starting at

$1,200

per month

Scales with your firm size

Your firm is growing and the financial complexity is growing with it. We handle weekly bookkeeping, multiple trust accounts, and expense management so your team stays focused on cases.

What's included

Everything in Solo Practice, plus:

Performance

Best for data-driven firms that want KPI visibility and periodic strategic guidance.

Starting at

$2,500

per month

Bookkeeping + Quarterly CFO Advisory

See exactly where your firm makes and spends money. KPI dashboards built for contingency-fee practices, plus quarterly strategy sessions with a dedicated CFO.

What's included

Everything in Growing Firm, plus:

Tier 4

Strategic CFO

Best for established firms ready for CFO-level financial leadership.

Starting at

$5,000

per month

Full Fractional CFO Partnership

A professional CFO for your PI firm, without the $300K salary. Monthly strategy sessions and financial leadership for confident growth decisions.

What's included

Everything in Performance, plus:

Not sure where you stand? Start with a checkup.

Get a clear, honest picture of your firm's financial health — and a roadmap for what to fix first.

One-Time Engagement

Financial Health Checkup & Planning

A comprehensive diagnostic of your firm's financial operations. We review your books, analyze your KPIs, identify gaps and risks, and deliver a clear report with prioritized recommendations, so you know exactly where your firm stands and what to do next.

Starting at

$4,000

Final price based on firm size and complexity

What you get

Here is how to choose

Just Need Clean Books?

Start with Solo Practice or Growing Firm plan. We'll handle your bookkeeping, trust accounting, and financial reporting so you can stop worrying about compliance.

Want to Understand Performance?

The Performance plan adds KPI dashboards, profitability analysis, and Quarterly CFO advisory meetings, so you can see what's working and what's not.

Ready for Strategic Growth?

Go with the Strategic CFO plan. You get a fractional CFO, cash flow forecasting, budgeting, and monthly strategy sessions — everything you need to plan with confidence.

Frequently Asked Questions

What does onboarding look like?

We start with a discovery call to understand your firm, followed by a structured 4–6 week onboarding process. We connect to your case management and accounting software, clean up any historical data gaps, and establish your reporting cadence. You will have a dedicated point of contact throughout.

How does the 3-month guarantee work?

If you are not satisfied with our work within the first three months, we'll refund your fees. We want you to stay because the partnership is working, not because you're locked in.

Can I upgrade tiers as my firm grows?

Absolutely. Most clients start with bookkeeping and add CFO advisory as their firm grows.

How quickly will I see results?

Most clients see clean, reliable financial reports within the first 30 days. KPI dashboards and strategic insights typically come online by month two. The real impact compounds over time as we build a complete financial picture of your firm.

What's the difference between the Health Checkup and an ongoing plan?

The Health Checkup is a one-time diagnostic. We assess your books, analyze your KPIs, and deliver a report with recommendations. It's a great starting point if you're not sure what you need. Ongoing plans provide continuous financial management and advisory.

What software do you use?

We work with QuickBooks, Clio, CasePeer, MyCase, Bill.com, Ramp, and other popular law firm tools. If you're already using something else, we'll make it work.

Do you work with firms outside Austin?

We are based in Austin and serve law firms across Texas. Most of our work is done remotely, so location is not a barrier.

Do you coordinate with my CPA for tax season?

Yes. We prepare and deliver clean, organized financials to your CPA and serve as a liaison during tax season. If you do not have a CPA, we can make recommendations.

Tools We Work With