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CFO-Profit-Kickstart

Fractional Bookkeeping & Fractional CFO

2-Week CFO Profit Kickstart For Law Firms

See exactly where your business stands — in 14 days, risk-free. Two weeks, two 1:1 sessions with a Fractional CFO, and a Financial Insights Package that's yours to keep.

Book A Free Consultation Available to both new and existing SMB Team clients
Investment$997 depositFully refundable
Duration14 daysFrom kickoff
IncludesTwo 1:1 sessionsPlus three diagnostics
The offer

Fourteen days to a clear, accurate picture of your finances

The 2-Week CFO Profit Kickstart is a done-with-you engagement across Fractional Bookkeeping and Fractional CFO. Over 14 days our team builds an honest picture of where your firm stands and meets with you one-on-one to walk through what we find.

At the end, everything we produce — your Financial Insights Package — is yours to keep and use, or roll straight into an ongoing partnership with your Fractional Bookkeeping and Fractional CFO teams.

What you get

Your Financial Insights Package

Financial Health Assessment

A books-accurate diagnostic of exactly where you stand today.

Trust Compliance Audit

A trust-compliance diagnostic that surfaces risk and gaps before they cost you.

Financial Performance Diagnostic

A benchmark diagnostic that measures the numbers that matter and points you to your biggest levers.

Two Sessions With a CFO

To gather what we need, then review our findings with you directly.

Your two 1:1 sessions

Real time with a Fractional CFO who knows law firms

Session 1

Kickoff & discovery

We confirm your goals, get the access we need, and set the plan for the two weeks.

Session 2

Review & roadmap

We walk through your Financial Insights Package, answer your questions, and lay out where to go next.

After your 14 days

You choose what happens next

When the kickstart wraps up, there are two doors.

Take it and run

Opt out and keep your Financial Insights Package to apply yourself.

Keep going

Continue as a Fractional CFO and/or Bookkeeping client so we can implement your financial plan.

Risk-free

Your deposit is fully refundable

The full $997 is refunded after the two weeks — you just have to show up and give us what we need to work.

  • Attend both 1:1 calls with your Fractional Executive.
  • Grant access to your General Ledger (e.g. QuickBooks), Case Management System, and CRM within two days of kickoff.
Book a free consultation

Ready to start? Let's make the next 14 days your best financial move yet.

Tell us about your firm and we'll confirm fit, scope your kickoff, and get your two weeks on the calendar.

Request your consultation
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