Fractional CFO & Strategic Advisory

Financial clarity for better business decisions.

Phifer Consulting helps law firms and growth-minded professional-service businesses strengthen reporting, forecast cash flow, understand performance, and lead with greater financial confidence.

Executive reporting Cash-flow forecasting Technology-enabled financial systems
Executive Dashboard
Business Health Overview
● Updated
Cash Runway
14.2 wks
Stable outlook
Forecasted Revenue
$1.36M
Weighted pipeline
Gross Margin
41.3%
↑ 3.2 pts
Priority Risks
3
Needs review
Recommended action

Review upcoming cash requirements and pipeline timing before approving additional spending.

The difference

More than reports. A financial decision system.

Most businesses receive financial statements after decisions have already been made. We help leadership connect reporting, operations, forecasts, and priorities so the numbers become a management tool.

01

Reliable financial intelligence

Clear reporting, reconciliations, budgets, and controls that create confidence in management decisions.

02

Forward-looking forecasting

Cash-flow and operational forecasts that show where the business is headed before pressure reaches the bank account.

03

Executive recommendations

Financial information translated into priorities, risks, and practical actions leadership can use.

CFO Advisory

Financial leadership built around the decisions that matter.

Our advisory work combines disciplined financial oversight, forward-looking planning, technology-enabled reporting, and executive guidance.

  • Monthly Financial Report with executive review
  • P&L and Balance Sheet review
  • Cash-flow planning and short-term liquidity forecasting
  • Budget vs Actual tracking and profitability analysis
  • Dashboard views of performance, risk, and priorities
Decision Framework
What happened?Reliable reporting
Why did it happen?Driver analysis
What happens next?Forecasting
What should leadership do?Recommendation
Technology-forward, not technology-first

Modern tools should strengthen judgment—not replace it.

We use dashboards, structured data, and integrated reporting to improve visibility and speed. But the value comes from disciplined review, financial judgment, and clear executive action.

SYS

Integrated financial systems

Accounting and operational data aligned into a clearer leadership view.

KPI

Performance dashboards

Metrics, trends, forecasts, and risks presented in an executive format.

ACT

Actionable priorities

Recommendations, next steps, and accountability tied to the reporting cycle.

Who we serve

Broad financial capability with focused industry insight.

Phifer Consulting works best with businesses where financial clarity, forecast discipline, and operating visibility can materially improve leadership decisions.

Law firms

CFO advisory built for law firm financial decisions.

Monthly financial reporting, P&L and Balance Sheet review, cash-flow forecasting, budget tracking, case pipeline visibility, and executive recommendations for law firm leadership.

Executive DashboardP&L ReviewCash-Flow ForecastBudget vs ActualCase Pipeline ReviewTrust / IOLTA Oversight
Professional-service businesses

Clarity for firms built on expertise and people.

Monthly reporting, cash-flow planning, profitability review, budget tracking, financial controls, and strategic planning for select growth-minded professional-service organizations.

Monthly ReportingCash-Flow PlanningProfitability ReviewBudget TrackingExecutive DashboardStrategic Planning
Our process

A clear path from financial uncertainty to executive control.

Assess

Review the books, reporting, systems, cash position, workflows, and major financial risks.

Build

Create dependable reporting, forecasts, dashboards, controls, and management routines.

Advise

Translate the information into executive recommendations, priorities, and accountable action.

About Phifer Consulting

Strategic finance with an operator’s mindset.

Phifer Consulting was created to help business owners move beyond backward-looking reports and gain the clarity, structure, and strategic perspective required to lead with confidence.

  • Accuracy before acceleration
  • Forecasts before surprises
  • Recommendations before reports
  • Systems that strengthen leadership
Resources

Practical insight for better financial decisions.

A growing library of executive tools, financial frameworks, and operating resources will be released over time.

PDF

Financial Health Checklist

Key questions every owner should be able to answer about cash, profitability, reporting, and controls.

KPI

KPI Scorecard

A practical framework for connecting revenue, operations, cash flow, and profitability.

13W

13-Week Cash-Flow Forecast

A near-term planning model for understanding liquidity pressure before it becomes urgent.

Build a stronger financial operating system

Get clarity before complexity becomes costly.

Start with a focused executive assessment and a practical roadmap for stronger financial leadership.

Schedule a Consultation