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

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Advisory

We offer specialized planning, market analysis, and optimization strategies.

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Bookkeeping

We organize and update your financial records, ensuring accuracy and compliance.

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CFO Services


We assist in financial forecasting, risk management, funding strategies, and long-term financial planning.

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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.

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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.

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Expertise in Scaling

Our consultants bring a wealth of experience in scaling businesses like yours.

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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.

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Results-Driven Approach

We focus on tangible outcomes - your growth is our success.

How it works

Our Time Saving 5 Step System

Consultation

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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

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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

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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

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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

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