Provide hands-on financial leadership as the direct partner to owners across ~30 law firms.
Build forecasts, budgets, cash flow strategies, and KPI dashboards that owners use.
Work one-on-one with owners on pricing, margin improvement, and strategic growth decisions.
How To MANAGE a Small Law Firm (HTM) provides Fractional C-Suite services to solo and small law firms, helping owners improve profitability and make confident financial decisions. It is an Inc. 5000 Fastest-Growing Company every year since 2013, with a team and infrastructure supporting fractional CFOs.
Work one-on-one with law firm owners to set growth targets, establish priorities, and build actionable business plans.
Review revenue, expenses, margins, and cash flow to identify opportunities for improved profitability.
Coach owners through operational problems and hold them accountable for executing their plans.
HTM helps attorneys who own law firms improve their business performance through one-on-one advising. The company pairs former business owners with small and midsized law firm clients, focusing on practical accountability and growth.
Work directly with business owners to develop business plans, growth strategies, and actionable priorities.
Analyze revenue, expenses, margins, cash flow, and profitability to identify improvement opportunities.
Coach owners through difficult decisions, implement practical solutions, and build stronger systems.
How To Manage a Small Law Firm (HTM) provides business advisory services to small and midsized business owners, helping them develop growth strategies and improve financial performance. The company brings clients to its advisors and offers a full-time W-2 role with an elite benefits bundle.
Drive growth and execution by turning opportunities into actionable plans and measurable results.
Diagnose and solve problems by identifying revenue opportunities, profitability issues, and operational inefficiencies.
Improve financial performance and build stronger businesses through systems, processes, and owner accountability.
How to Manage a Small Law Firm helps attorneys build stronger businesses behind their legal practices. The company provides client acquisition and business development support, fostering a culture of hands-on execution and accountability.
Own financial planning, forecasting, budgeting, and cash flow management to guide strategic decisions.
Build executive dashboards and analyze profitability by client, service line, and team.
Establish internal controls, manage compliance, and optimize finance systems with AI and automation.
WeAssist is a recruiting firm that connects US businesses with skilled remote professionals worldwide. With a team of over 120 outsourced professionals, they foster an inclusive, high-performance culture focused on growth, integrity, and giving back.
Own brand and positioning for a portfolio of law firms.
Execute real campaigns and track cost per lead and cost per click.
Coach firm owners directly so marketing becomes clear and actionable.
How To Manage a Small Law Firm provides marketing leadership and execution for small law firms, helping owners compete against larger firms. The company supports a portfolio of clients with a full-time, W-2 team and a collaborative, client-focused culture.
Own the general ledger, monthly close, reconciliations, financial statements, and cash forecasting.
Maintain compliance-ready records and coordinate with payroll, tax, audit, and other advisers.
Manage staff and outside providers while personally executing and reviewing accounting work.
Founded in 2014, Meltzer Hellrung is a technology-driven immigration solutions provider that helps high-growth companies scale their immigration programs and expand into new markets. The firm values authenticity, ownership, resilience, and growth-mindedness, fostering a service-oriented, compassionate culture.
Own the finance function including planning, reporting, accounting oversight, cash management, and strategic finance.
Partner with leadership on pricing, renewals, margins, and profitability improvements.
Deliver board, investor, lender, and management reporting while maintaining transaction readiness.
The company provides claims pricing and contract management SaaS solutions to payers and providers. It is a private equity-backed healthcare software company with an established finance foundation and growth opportunities.
Develop marketing strategy, positioning and growth plans for each firm.
Turn strategy into campaigns and initiatives that actually get executed.
Own the numbers—leads, CAC, cost per lead, conversion rates and ROI.
HTM connects experienced marketing leaders with small law firms, providing the clients and systems so CMOs can focus on strategy. The company is fully remote and supports a portfolio of business owners, with a focus on measurable growth.
Develop and execute annual strategic plans for assigned accounts and territory to grow Harbor's presence in the legal sector.
Identify and expand whitespace opportunities within large law firms and corporate legal departments to drive revenue growth.
Build C-level relationships, collaborate with cross-functional teams, and maintain accurate pipeline forecasts to close new business.
Harbor is a provider of expert services across strategy, legal technology, operations, and intelligence, serving leading law firms and corporate law departments. With a globally integrated team of 900+ strategists, technologists, and specialists, the company fosters an inclusive culture with flexible work, professional development, and DEI initiatives.
Serve as FP&A subject matter expert advising founders and finance leaders on planning and forecasting.
Guide customers in building customized financial models and workflows while bridging feedback to product teams.
Collaborate with sales, marketing, and implementation to drive customer success and lead a small team.
A fast-growing, remote-first technology company providing an innovative financial planning platform. The culture emphasizes autonomy, transparency, collaboration, and professional growth.
Build your own fractional CFO practice with proven client acquisition training.
Gain the tools and systems to consistently find opportunities and win the right clients.
Serve 4–8 long-term clients simultaneously for financial security and independence.
B2B CFO empowers experienced CFOs to build their own fractional CFO practice through proven training, systems, and professional support. The company values process, long-term client relationships, and diversity.