Law Firm Budgeting

At Finop Group our team of expert accountants provide top-quality law firm budgeting services for our clients. We make tracking your law firm’s expenses and creating smart budgets easy so you can focus on your business.

Law Firm
Budgeting Services


The average salary of a full-time accountant, plus benefits, 401K, taxes, etc. far exceeds the value that they can provide for most small to midsize law firms. Although the expertise of a Controller/CFO type employee is often necessary for these companies, it is by no means something that needs to be in-house. A part-time/contracted high-level accounting solution is more cost effective and beneficial to the organization as a whole. By delegating critical operational accounting functions to FinOp Group’s team of skilled professionals, companies can have accurate, organized and consistent financial data.

  • Manage and minimize your firm’s financial risks by knowing exactly how your budget looks
  • Improve and build upon your law firm by investing in people, new technologies, marketing, and other important areas
  • Be able to recognize budgeting and financial issues in your firm before they become emergencies
  • Know and track how your law firm is performing on a month to month and year to year basis

FinOp Group has an intricate understanding of how law firms often require specialized help in finance as they go through different stages of growth. FinOp Group consistently helps our clients evolve and optimize their financial operations in the face of changing needs as they grow. The burdensome cost of paying a full-time CFO and law firm accounting staff is a significant barrier that we at FinOp Group hope to break down.

Budgeting Services For Law Firms

FinOp Group provides Bookkeeping Services for law firms looking to improve the quality, efficiency, and cost structure of their financial operations. We can effectively manage all your daily financial needs, including payroll, invoicing, accounts payable and regular account reconciliations. We provide our clients with improved visibility into their financial operations and greater scalability at a lower cost point than can be achieved through traditional in-house operations. Our Bookkeeping Services can be customized to meet our unique client needs. Typically, we provide the following elements:

  • Bookkeeping and
    Month-End Close
  • Bill Pay, Expense Tracking and Payable Management

  • Budgeting, Trend Analysis, and Cash Flow Forecasts

  • IOLTA / Trust Account Reconciliation

  • Payroll Administration,
    Contractor Payments & 1099s
  • Forensic Law Firm
    Bookkeeping Projects

  • Invoicing and Accounts
    Receivable Management
  • Financial Statements
    and Earnings Reports

  • Set-up, Catch-up
    and Financial Clean-up

Law Firm Budgeting Testimonials

“FinOp Group has been transformational when it comes to the financial operations of my law firm. Hiring them was one of the best decisions the firm has made.”

Jay Edelson - Founding/Managing Partner, Edelson PC

“FinOp Group is critical to our firm’s success. From sophisticated forecasting, to consulting, to client management, to bookkeeping, FinOp keeps our firm on track for a successful year, year after year. With FinOp, I always know where our firm is heading and I can stick to what I enjoy and am good at – practicing law. FinOp works directly with my team to ensure that we continue to thrive on a week in, week out, year in, year out basis. It’s been a tremendous partnership.”

Marc Harden - Founding Partner, Zaner Harden Law

“FinOp Group has been valuable to our firm in that we are now able to better plan for our future. 100% of my business is contingent upon resolving cases and being paid for the work already completed. Planning for the future has always been difficult, until now.”

Jason Jordan - Founding Partner, Law Offices of Jordan & Associates

“As somewhat new company owners, we brought on FinOp Group to help regulate our cash flow, organize our finances, and create a budget. Thanks to FinOp, all of these things have happened and the information is presented to us in a way we can understand and base future decisions on. I’d highly recommend FinOp Group to any business looking for financial guidance. “

Dan Coombe - Partner, Coombe, Curry, Rich & Jarvis

“I feel very fortunate to have found Greg Critchfield and the FinOpGroup for our bookkeeping and accounting needs. During the recent pandemic, we had three long term employees retire. This left our firm in a bit of a quandary in regards to our accounting department. I found Greg through another law firm’s recommendation. He has been everything I could have hoped. He is knowledgeable, responsive, trustworthy, and just simply pleasant. The books had been left unattended and in no time, Greg had us back to perfect. A shout out to Greg and the FinOpGroup.“

Dana Levy - Administrator, Levy Law Professional Corporation

Invaluable Budgeting Advice
For Law Firms and Attorneys

FinOp Group works closely with owners, partners, shareholders, managers, etc to help them understand their unique business requirements, and develop a customized plan to lead them down the path to achieving their financial goals. FinOp Group offers proactive financial advice to help guide companies and keep them cash healthy, competitive, and fiscally sound. High-level reporting using firm specific data sets the stage for maximum return on your bottom line.

  • Financial/Operational Real-Time Dashboard (Fully Customizable)
  • Weekly Liquidity Snapshot and Other Firm Specific Strategic Financial Analyses

  • Budgeting

  • High Level Cash Forecasting

  • Face-to-Face Meetings with Partners to Review Financial and Operational Results and Strategy Discussion

  • Strategic Tax Planning

  • Reporting

  • Optimization of Operational Efficiency

Law Firm Budgeting Software

FOG board

Law Firm Accounting and Operational
Data Made Clear and Meaningful

With our FinOp Group FOG board, you can access all of your financial & operational data from anywhere, using your computer, tablet or smartphone. We can create for you any number of fully customized dashboards. This tool helps you run your business more effectively and efficiently. Allowing you to better manage and oversee all aspects of your firm both financially and operationally.

Contact Us About Our Law Firm Budgeting Services Today

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