Empowering U.S. Law Firms to Grow Smarter

Outsourced CFO, Accounting, and Trust Compliance Services Built Exclusively for Legal Professionals.

Why Law Firms Need More Than a Bookkeeper

Running a law firm in the U.S. isn’t just about winning cases; it’s also about managing complex finances. From ABA trust accounting rules to IRS tax compliance and partner compensation structures, most attorneys face challenges that go beyond the capabilities of a standard bookkeeper or CPA.

When law firms don’t have CFO-level guidance, the cost of financial guesswork is steep:

  • Overpaying the IRS due to missed deductions and a lack of proactive planning.
  • Missed growth opportunities because cash flow forecasting is reactive, not strategic.
  • Payroll panic when settlements or retainers don’t arrive on time.
  • Compliance risks with IOLTA accounts that could trigger state bar audits.
  • Denied loans or poor credit terms due to disorganized books and weak financial statements.

At Law Firms CFO, we specialize in solving these challenges for small to midsize U.S. law firms. Our team gives you the clarity, compliance, and strategy you need to grow confidently, without the cost of hiring a full-time CFO.

What We Do

Simplify Your Firm’s Finances. Multiply Your Growth.

As a specialized division of ZMC & Associates LLC, we focus exclusively on law firms across the United States. Our outsourced CFO model combines accounting accuracy, tax efficiency, and strategic financial oversight so your practice runs like a well-oiled machine.

Our Core Services for U.S. Law Firms

Outsourced CFO & Accounting Support

Monthly closes, financial dashboards, and partner-level insights.

Trust Accounting & IOLTA Compliance

3-way reconciliations that keep you audit-ready.

Partner Compensation & Equity Modeling

Transparent draw schedules, bonus models, and ownership planning.

Profitability Analysis

Real-time insights by attorney, practice group, or matter.

Cash Flow Forecasting & Budgeting

Navigate uneven revenue cycles with proactive planning.

Law Firm Billing & Receivables

Streamlined systems integrated with Clio, LeanLaw, and MyCase.

Payroll & Benefits Administration

Ensure staff, partners, and contractors are paid accurately and on time.

IRS Tax Strategy & Planning

Minimize tax liability with proactive preparation.

IRS Resolution Services

Support for back taxes, penalties, or disputes.

Retirement & Wealth Planning

Partner retirement plans, 401(k), SEP IRA, and more.

Succession & Exit Planning

Partner buyouts, generational transitions, and exit readiness.

Proven Results for U.S. Firms

What’s the ROI of financial clarity and strategy? For our clients, the numbers speak for themselves:

Cool Numbein overpaid taxes recovered for one law firm
$ 0
increase in revenue within the first year of engagement.
0 %
credit line secured for expansion by cleaning up financials.
$ 0 M
IRS penalty avoided through proactive resolution.
$ 0

What’s the ROI of financial clarity and strategy? For our clients, the numbers speak for themselves:

Why Choose Law Firms CFO?

There are plenty of accountants. There are plenty of bookkeepers. But very few firms in the U.S. combine CPA-level expertise, law firm industry knowledge, and CFO-level strategy like we do.

Here’s what sets us apart:

  • We know law firms. From contingency-based PI firms in Texas to family law practices in New York, we understand your unique billing and compliance needs.
  • We are CPA-led. Every engagement is overseen by licensed CPAs and tax advisors.
  • We are proactive. No more surprises at tax time, we build strategy into your financials every quarter.
  • We scale with you. Whether you are a solo attorney or managing a 25-lawyer practice, we adapt as your firm grows.
  • We are U.S.-based. With offices in Georgia and Wisconsin, and clients nationwide, we understand American tax law, payroll regulations, and ABA trust rules.

How We Work With Law Firms

We make it simple to get started, and even easier to stay on track.

  • Free Strategy Call– Identify your firm’s goals and financial pain points.
  • Onboarding & Diagnostic Review– A 30-day assessment of books, trust accounts, compensation models, and cash flow.
  • Monthly Management & Reporting– Ongoing accounting, payroll, reconciliations, and dashboards.
  • Quarterly Advisory– CFO-level insights to guide partner distributions, investments, and tax planning.

Client Testimonials

Your law firm deserves more than compliance. It deserves clarity, control, and a CFO-level partner who understands the unique financial and regulatory landscape of U.S. law firms.

Law Firms CFO helped us go from financial confusion to clarity. Our partner draws are predictable, and we finally understand our numbers

Dave Goudreau

Ceo at company.com

Their trust accounting expertise saved us during a random bar audit. We could never have handled it alone.

Rodrigo Mendoza

Ceo at company.com

Having a fractional CFO in our corner feels like having a full finance department, without the overhead.

Jacob Gonzales

Ceo at company.com

FAQ

ask us
anything

Yes, we integrate with Clio, LeanLaw, MyCase, and other systems used widely by U.S. law firms.

Absolutely. We handle payroll, sales tax, and compliance for law firms operating across multiple states.

Not necessarily. We often work alongside your existing CPA and bookkeeper, bridging the gap between day-to-day compliance and long-term strategy.

Most firms start seeing clarity and ROI within 30–60 days.

Get in touch

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