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.
Lead monthly financial strategy calls with a portfolio of ~40 clients.
Analyze financial statements, KPIs, profitability, and cash flow.
Translate findings into actionable recommendations and collaborate with fractional executives.
The company offers fractional executive financial services, helping small business owners improve profitability and cash flow. It works as a multidisciplinary team of CEOs, COOs, CFOs, and Controllers, with a collaborative, hands-on advisory culture.
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.
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.
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.
Lead financial strategy and operations, including FP&A, accounting, reporting, and capital strategy for a scaling tech business.
Partner with the CEO, executive team, and Board to strengthen financial discipline and drive company-wide decisions.
Build and develop a high-performing finance organization, preparing the company for fundraising, financing, and strategic milestones.
This partner is a rapidly scaling technology business focused on SaaS or tech-driven growth. The company values a candid, collaborative culture with clear expectations, honest feedback, trust, quality, urgency, and teamwork.
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.