How To MANAGE a Small Law Firm

Financial Planning and Analysis

• Serve as the direct financial partner and advisor to approximately 30 client businesses
• Review financial statements and identify where profitability is being won or lost
• Build forecasts, budgets, cash flow strategies, and KPI dashboards
• Work one-on-one with owners on pricing, margin improvement, and operational profitability
• Partner with owners on strategic growth decisions and hold them accountable to their goals
• Help businesses become less reactive and more financially disciplined
• Build trusted, long-term relationships comparable to an in-house CFO partnership
• Focus on strategic financial advising while HTM provides clients, systems, and infrastructure

Fractional CFO – Partnering with Owners to Build More Profitable Companies

• Serve as the financial leader for approximately 30 client businesses
• Analyze financial statements and identify opportunities for growth and profitability
• Build forecasts, budgets, cash-flow strategies, and KPI dashboards
• Help owners improve pricing, margins, cash flow, and profitability
• Partner directly with business owners on growth and strategic decisions
• Hold owners accountable to their financial goals and commitments
• Help businesses become more financially disciplined and less reactive
• Build trusted, long-term relationships with business owners
• Work with clients while HTM handles client acquisition, marketing, systems, and infrastructure