Services

Three levels of financial leadership. One of them fits your firm.

Every engagement starts with the same thing: books you can trust. What changes is how far forward we look, and how much of the decision-making we take on with you.

Included at every level.

A named person.

You work with Ryan directly. There is no account manager and no handoff.

A fixed monthly fee.

No hourly billing surprises, no clock running when you call with a question.

Books built for contingency work.

Case costs, trust accounting, and settlement timing handled correctly from the start.

Answers between meetings.

Questions get answered when you have them, not at the next monthly, or quarterly meeting.

Foundation
The roots

For firms that need their books to be accurate, current, and trustworthy.

From $XXX per month (placeholder)

Monthly bookkeeping and account reconciliation
Trust and operating account separation, maintained correctly
Monthly financial statements delivered on a fixed schedule
Case cost tracking captured against each matter
Annual tax return preparation and filing
Year-round access for questions

Not this tier if you already have clean books and need forecasting or strategy.

Book an intro call
Growth
The trunk

For firms whose books are fine but whose cash still feels unpredictable.

From $X,XXX per month (placeholder)

Everything in Foundation
Rolling four-week, quarterly, and twelve-month cash forecasts
Case cost approval process and cost-tier classification
KPI dashboard tracking the metrics that move a plaintiff firm
Quarterly review call with a written summary
Vendor terms and preferred-vendor negotiation support

Not this tier if you need owner compensation strategy or capital planning.

Book an intro call
Advancement
The canopy

For firms ready to run with a CFO in the room.

From $X,XXX per month (placeholder)

Everything in Growth
Multi-year tax strategy, including income smoothing across settlement years
Retirement and tax-deferred vehicle planning for the owner
Line of credit and litigation funding evaluation
Owner compensation and distribution planning
Monthly strategy call and annual planning session
Direct access between calls

Not this tier if you are looking for transactional, project-based work.

Book an intro call

Not a law firm? Profectus also takes on hourly and project work for small businesses outside the legal industry.

Approach

Three steps. No long sales process.

01
Intro call, 30 minutes.

We talk about how your firm currently runs financially and where it hurts. If Profectus isn't the right fit, I'll tell you on this call.

02
Financial review.

I look at your books, case costs, and last twelve months, then come back with what I see and what I'd change. You get value here whether or not we work together.

03
Ongoing engagement.

We agree on a tier, set the reporting rhythm, and start. Most firms have a usable forecast inside the first sixty days.

FAQ

Common questions.

What's the difference between a bookkeeper, a CPA, and a fractional CFO?

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Do you work with firms outside Colorado?

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We already have a bookkeeper. Does that conflict?

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How is this priced, and what makes a firm land in one tier versus another?

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Do you handle our tax return too?

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How do you handle trust accounting and case costs differently than a general accountant?

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What do you need from us to get started?

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Not sure which tier fits?

That's what the intro call is for. Thirty minutes, and you'll leave knowing where your firm stands whether or not we work together.

Book an intro call