Lead monthly 1:1 financial strategy calls with solo law firm clients.
Analyze financial statements, KPIs, profitability, cash flow, and dashboards.
Coach clients toward stronger financial habits and provide clear, actionable recommendations.
A fractional executive services firm that helps solo law firm owners understand their numbers, improve profitability, and make smarter financial decisions. They operate as a Fractional Executive Team of CEOs, COOs, CFOs, and Controllers serving a roster of clients.
Serve as financial leader and business advisor for approximately 30 law firm clients.
Review financial statements, build financial models, forecasts, and KPI dashboards.
Advise owners on pricing, margins, cash flow, profitability, hiring, and growth.
How To Manage a Small Law Firm helps solo and small law firm owners build more profitable, financially sound businesses. Recognized on the Inc. 5000 list every year since 2013, HTM is an established, growing company.
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 client accounting relationships and lead preparers and reviewers.
Deliver accurate monthly financials and provide cash flow insights.
Proactively improve client processes and lead complex onboardings.
Hall CPA is a 100% virtual, real estate-focused public accounting firm providing outsourced controller and CFO services. It is a people-first firm using technology and automation, with unlimited vacation and health insurance.
Own monthly financial reporting packages, including P&L, balance sheet, and KPIs, with insightful commentary.
Lead forecasting, budgeting, and financial modeling for revenue, margin, and operating expenses.
Analyze profitability by client and project, and drive continuous improvement in reporting tools and processes.
Inizio is a global partner with over 10,500 experts in more than 50 countries, supporting health and life science companies by turning science into strategy. They focus on executing across the product and patient journey, with an inclusive and dynamic work environment.
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.
Serve as the primary point of contact and trusted financial advisor for assigned clients, leading financial review meetings.
Analyze financial statements, KPIs, budgets, and forecasts to identify risks and opportunities for growth.
Collaborate with accounting teams and drive process improvements while ensuring compliance and accuracy.
The company provides financial solutions and advisory services to small and medium-sized businesses, helping owners make informed decisions. It operates in a remote-first environment and values authentic relationships, continuous learning, accountability, and operational excellence.
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.
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.
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.