Why Manage Your Firm Alone?

The Service

We assist small and mid-sized firms with an ongoing monthly retainer service which focuses on assisting managing partners or management committees with management issues.  Typically, the arrangement begins with an initial meeting followed by:

  • Reviewing financial reports and conducting a profitability analysis,
  • Meeting at the firm to discuss aspects of the firm’s operation, any pending issues of concern and setting financial goals,
  • Assisting with policies and procedures, providing copies of any materials or resources available to us,
  • Monthly conference calls to track and discuss financial results and the status of any ongoing issues, and
  • Conference calls as needed to assist with any issues that arise between our regular monthly calls.

We can tailor the service to fit your needs, including monthly or quarterly meetings if helpful.

The Term

The service is available on either a 6 month or 12 month basis, and is renewable at your option.  We have worked for a number of our firms for an extended period of time in order to help optimize their client service, productivity and profitability. 

The Retainer Fee

Our monthly retainer charge for this service start at $750.00 and is based on the size of the firm.