Services for Law Firms

A structured review of your firm’s financial workflows, reporting, and compliance responsibilities. This assessment identifies where systems are breaking down, where ownership is unclear, and what must change to reduce risk and improve reliability.

This engagement is diagnostic in nature and is often the first step before operational changes are made.

Financial Systems Assessment

Ongoing Director of Finance Oversight

Systems Cleanup & Implementation

Hands-on correction and redesign of financial systems following an assessment. This work focuses on stabilizing workflows, documenting processes, improving reporting accuracy, and ensuring compliance responsibilities are clearly owned.

The goal is to establish financial systems that function reliably in daily operations and hold up under review.

Director-level financial oversight for law firms that need consistent systems ownership without hiring internally. This includes ongoing reporting review, compliance support, and operational guidance to ensure financial systems remain accurate, defensible, and aligned with leadership needs.

This engagement provides continuity and accountability as firms grow, transition, or operate in complex environments.

Engagements are tailored based on firm size, complexity, and existing infrastructure.

Director-level financial systems oversight for law firms and legal practices.