The Attorney's CFO
Empowering Attorneys and Law Firms with Fractional Bookkeeping, CFO, and Tax Planning Services
Our Company
Finance & Strategy for the Modern Attorney
Our History and Value
Empower your law firm with unparalleled financial expertise and strategic consultancy, courtesy of our founder's decade-long journey at the helm of finance and consulting excellence. Her 'Jane of All Trades' approach, blending deep financial acumen with broad consultancy insights, has consistently driven law firms toward success and innovation. Let her multifaceted experience be your guide to navigating the complexities of law firm management and growth.
Our Perspective
What sets us apart is our 'big picture' view. This unique perspective is the culmination of years spent at the helm of different sectors, understanding their nuances, challenges, and opportunities. It’s a view that appreciates the granular details but never loses sight of the overarching goals.
Our Commitment
We are committed to offering solutions that are as unique as your business. With a blend of traditional or new age financial practices and modern consultancy, we provide insights that are not just comprehensive but also forward-thinking.
Aubrey Merritt
Founder/Consultant
Our Services
Results-Driven Solutions that Put More Money In Attorneys' Pockets
Advisory
We offer specialized planning, market analysis, and optimization strategies.
Bookkeeping
We organize and update your financial records, ensuring accuracy and compliance.
CFO Services
We assist in financial forecasting, risk management, funding strategies, and long-term financial planning.
Tax Strategy
We offer tax planning and compliance assistance, helping you navigate tax laws, minimize liabilities, and maximize savings.
Why Partner with Us
Want to add $100k or more to your bottom line?
Welcome to the intersection of expertise and experience, where finance meets insightful consultancy for attorneys and law firms.
Specialize in the Legal Industry
Our firm specializes in delivering industry-specific expertise to legal professionals, ensuring precision, compliance, and strategic financial management tailored to the unique requirements of the legal sector.
Expertise in Scaling
Our consultants bring a wealth of experience in scaling businesses like yours.
Customized Solutions & Tailored Growth
We understand that each firm is unique. We provide solutions and strategies designed specifically for the challenges and opportunities for your specific needs.
Results-Driven Approach
We focus on tangible outcomes - your growth is our success.
How it works
Our Time Saving 5 Step System
Consultation
Discovery
A 30-minute videoconference or phone call, where we'll analyze your business entity structure, financial systems, and tax strategy. We will also go over how we can work together to add $100k or more to your bottom line.
Onboarding
Preparation
We will identify opportunities to build a business that gives you the income and lifestyle you want.
During this step, we will complete a diagnostic report, project plan, and give you strategies that will help you meet your goals.
Pillar I
Compliance
We will perform a compliance assessment and implement the strategies we discussed. During this step, we give you peace of mind that you are compliant and have accurate financial data for key decisions.
Pillar II
Advisory
We'll monitor and adjust our strategies together to ensure your firm is improving efficiency, profitability, and your cash flow, while reducing your tax bill. During this step, you will start earning more while working less.
Pillar III
Growth
We'll become your dedicated business partner by taking a proactive approach in your firm's profitability and growth. During this step, you will have a more fulfilling lifestyle, and be able to invest in what truly matters to you.
Did you know there are 10 financial mistakes that put law firms out of business every month...
Are you making one of these mistakes?
Download our eBook for free for a limited time to find out!
Choose Your Package
Customizable Services That Grow with You
Explore our range of tailored packages crafted to suit the specific needs and preferences of your law firm, empowering you to invest in the growth and success of your practice through expert solutions.
Compliance
For Peace of Mind
Starting at
$ 1,000
Monthly
Quarterly Bookkeeping
Quarterly Statements
Quarterly Compliance Meeting
Annual Budget & Forecast
Email, Phone, & Client Portal Support
Advisory
For Better Decision Making
Starting at
$ 2,500
Monthly
Monthly Bookkeeping
Monthly Statements
Monthly Compliance Meeting
Quarterly Budget & Forecasting
Quarterly Advisory Meeting
Email, Phone, & Client Portal Support
Profitability & Growth
For Proactive Growth
Starting at
$ 4,000
Monthly
Weekly Bookkeeping
Monthly Statements
Semi-Monthly Compliance Meetings
Monthly Budget & Forecasting
Monthly Advisory Meeting
Profit Center Tracking
Chat, Email, Phone, & Client Portal
Testimonial
Our Clients Reviews
Mailing Address:
25700 Interstate 45 North
Suite 4051A
The Woodlands, TX 77386
Call:
346-910-8960
Email:
