Financial leadership built around the decisions that matter.
Phifer Consulting provides fractional CFO advisory, executive reporting, forecasting, and financial systems for law firms and growth-minded professional-service businesses.
A complete CFO framework for stronger operating decisions.
The goal is not more reports. The goal is reliable financial visibility, forward-looking planning, and better executive action.
P&L and Balance Sheet Review
Monthly review of financial statements, trends, variances, and questions leadership should address.
Cash-Flow Forecasting
Short-term and forward-looking cash views that identify liquidity pressure before it becomes urgent.
Budget vs Actual Tracking
Budget discipline, variance explanations, and recommendations tied to monthly performance.
Executive Dashboard
Clear dashboard views of financial health, operating performance, forecast risk, and action priorities.
Financial Controls
Close cadence, approval workflows, reconciliation oversight, and clearer finance responsibility.
Executive Recommendations
Practical CFO guidance that turns reporting into decisions, accountability, and next steps.
Financial advisory connected to legal operations.
For law firms, financial performance depends on more than the general ledger. Case activity, settlement timing, referral sources, costs, and trust/IOLTA procedures all affect the firm’s financial health.
- Case pipeline review and expected fee visibility
- Cash-flow planning around settlement timing and operating expenses
- Trust / IOLTA oversight and accountability
- Legal practice management data aligned with financial reporting
Financial management works best when the cadence is clear.
Each engagement is designed around reliable reporting, recurring review, decision support, and accountable follow-through.
Monthly Close
Reporting package, statement review, and reconciled financial data.
Executive Review
Discussion of performance, cash flow, risks, and operating questions.
Forecast Update
Updated cash-flow and revenue outlook based on current facts.
Action Plan
Recommendations, priorities, and ownership for the next reporting cycle.
Build the finance function your next stage requires.
Start with a focused review of your reporting, cash flow, systems, and leadership needs.