We help you increase your profits so you can increase your impact
Imagine what your firm can achieve when you are given back the freedom to practice law and have the clarity around your numbers to assist with fast decision-making.
As your trusted partner and CFO, we are your GPS to help you navigate your path to accelerated growth by delivering financial advisory services through the lens of your business strategy and vision.
We’re here to help you reach your destination.
Your Profitable Law Firm Podcast
New episode is released each week
It wasn't supposed to end up this way
Your law firm grew...
Your caseload grew...
Your profits didn't.
Wasn't growing your law practice supposed to solve your financial challenges? That was the plan anyway.
But if you're like most attorneys, managing the business side of your firm has become an overwhelming burden that takes you away from what you do best – practicing law.
Maybe some of these sound familiar?
You spend more time managing the firm than serving clients
Partner/owner distributions are unpredictable and cause tension
Billing and collections feel like a constant uphill battle
Your bookkeeper is overwhelmed by trust accounting complexities
Client funds management keeps you up at night
Important firm decisions are based on vibes rather than data
You dream of building a firm that will be your legacy, but the path forward feels unclear
We get it. And we want to help.
Have you read Kelley's book "Stop Struggling and Start Thriving: A Guide To Transform Your Law Firm"?
Set clear financial goals, make informed decisions, and increase your profits - while decreasing your stress
This isn't just another catchy headline. This is possible FOR YOU and your law firm. What would it mean to run your practice with total clarity and confidence around your finances, while focusing on what matters most – serving your clients? Can you picture it?
When we work with law firm owners, we see results:
Improved cash flow and predictable distributions
Clear visibility into billable hours, WIP, and realization rates
Optimized billing practices and increased collection rates
Confidence in your trust accounting compliance
Growth in both revenue AND profitability per partner/owner
Strategic guidance for key firm decisions
Complete financial clarity that empowers you to build the firm you envision
Too good to be true? See for yourself.
Where You've Seen Us
AffiniPay Virtual Legal Seminar 2025
Coming Soon
Affinipay virtual Legal seminar 2024
Setting the Stage for Financial Wellness
defining goals and tracking success metrics
Personal Tax Planning for equity partners
reframing sales calls with great success
Getting a handle on your firm's cash flow
Running a financially healthy law firm
Break Up With Your Profit & Loss Statement To Reach Your firm's goals
How do firms benefit from hiring a CFO?
What is a fractional CFO?
Our services are built specifically for law firms with up to $3M in annual revenue. From experience, we encourage firms to hire an in-house, full time CFO when their annual revenue exceeds $3M and is expected to continue to grow.
Ready to get more from your accountant?
Ready for a clear view of what your profit will be, not just what it was?
Ready for your business to pay you consistently and fund your retirement?
What to Expect:
Timely communication & support
Establish strategies to help you achieve your goals
Support with tactics, action items, and pivots based on what's happening in your firm
Note that our "Just the Books" service can be added on to either the "Firm Foundation" or "Quarterly Financial Navigator" for a bundled discount.
Firm Foundation
$1,600 - $6,500+ / month
Expert oversight for your growing firm
Bring us on as your growing firm’s fractional CFO. We’ll be a lock-step partner with you and your leadership team to make the right decisions to grow your law firm.
Includes:
Monthly strategy sessions
Cashflow forecasting
Annual budget with monthly budget to actual updates
KPI dashboard
Oversight of your in-house bookkeeper or sounding board for your outsourced bookkeeper
Liaison with your tax professional to facilitate proactive tax planning
Membership in our "Your Profitable Law Firm" Community
Recommended for firms with $750K - $3M in annual revenue
Quarterly Financial Navigator
$250 - $1,250+ / month
A view into the future
A level of service that offers you a clear financial view into the future of your business, owner pay, and retirement. With our quarterly strategy sessions, you walk away feeling confident knowing the direction your business is headed.
Includes:
Quarterly strategy sessions
KPI dashboard
Membership in our "Your Profitable Law Firm" Community
Recommended for firms with $200K - $1M in annual revenue
Just the Books
$600+ / month
Bookkeeping at a higher level
For when you’re ready to take something off your ever-growing to-do list. We will make sure your books are up to date each month and set you up with a clear view into your profitability.
Includes:
Monthly bookkeeping ensuring all transactions are posted, all financial accounts are reconciled - including your 3-way trust reconciliation
Monthly financial statements (Profit & Loss, Balance Sheet, Statement of Cash Flows)
Annual tax reporting package for your tax preparer
Unlimited email access
Video overview of your monthly financial reports
Membership in our "Your Profitable Law Firm" Community
Recommended for firms with $100K+ in annual revenue
Your Profitable Law Firm Community
Running a law firm is challenging—balancing client work with business management can leave you feeling overwhelmed. But what if you could access expert advice designed specifically to improve your law firm’s financial health?
Welcome to Your Profitable Law Firm—a community dedicated to helping law firm owners like you achieve unparalleled success. Each month, we focus on a key area of your practice to boost profits, streamline operations, and set you on a path to sustainable growth.
Testimonials
Kelley has been a great asset to us. She has become an integral part of our Finance team and has been a key contributor to our success. She has helped us in all aspects of our Finance department including general accounting, audits, taxes and many special projects. I would highly recommend Kelley for any accounting, tax and financial project work.
Ken K
I worked with Kelley on a number of Corporate Finance projects. Kelley is hard-working, knowledgeable and ALWAYS has a positive attitude. Her project deliverables always exceeded expectations and were detailed, accurate, and thorough. Kelley is also a pleasure to work with and would be a valuable asset to any company.
Barb D
Where do I start with Kelley? This woman is truly a pro and extremely personable to boot! I thoroughly enjoy working with her. She's so cool-headed, down-to-earth and still absolutely professional in what she does.
Kelli K
Kelley is knowledgeable and dependable with excellent follow-through on projects. She is a pleasure to work with!
Valerie D
How it works
Ready to start taking control of the financial health of your firm and finally getting a real strategy in place? Let’s go!
Tell Us About Your Firm
Find a time that works best for your calendar and fill out a quick form.
We'll then have a conversation to learn more about each other. If we're a good fit to work together, we'll request some information so we can prepare a proposal for you. If we are not a good fit, we will do our best to point you in the direction of someone that can help.
Start with onboarding
We’ll start with our onboarding process which involves digging into your past financials and reviewing financial reports. Then we’ll start delivering the services you have selected.
Grow confidently
We'll work with you and your team to start identifying the strategies and tactics necessary for you to start hitting your goals. Whether it's increasing profitability, decreasing debt, or getting your firm ready to hand off to the next generation - we'll help you put the plan in place to get there.
Want Your Law Firm to Thrive?
Stay connected with our weekly newsletter that contains tips and actionable advice you can use.
Why work with Profit Scale Thrive?
You have a lot of people counting on you and your law firm: your family, your partners, your employees, and their families. You need someone who understands the unique challenges of running a successful law practice. At Profit Scale Thrive, we specialize in helping law firms thrive financially.
We aren't your typical bookkeepers or accountants - we are proactive, forward-looking strategic advisors. We work with you to increase partner profits, optimize cash flow, improve realization rates, set achievable growth targets, and accomplish your firm's strategic objectives.
As your Fractional CFO, we'll help you feel confident in your firm's financial future, knowing you have a partner who truly understands the business of law and supports your growth every step of the way.
Ready to take control of your firm's finances with a Fractional CFO?
If you're ready to find out if a Fractional CFO is right for you, let's start with a conversation.