Faster collections
Managed AR follow-up and billing cadence enforcement put cash in the bank sooner — not sitting in WIP or aging invoices.
FOR BOUTIQUE LAW FIRMS
Your firm deserves a real finance function.
- Outsourced financial management and advisory services built specifically for boutique law firms.
THE PROBLEM
At most boutique firms, the finance function is nobody's job.
- At most boutique law firms, the finance function is staffed part-time by people whose primary job is something else. That means the decisions that shape your firm — pricing, staffing, growth, partner compensation — are being made without real financial intelligence behind them. The finance function is one of the most consequential roles in any business. At most boutique firms, nobody owns it.
No dedicated finance leader
The finance function gets split across people with other jobs. No one owns it — which means no one is translating the numbers into decisions.
Cash and collections go unmanaged
Retainers go unreplenished. WIP ages. Invoices sit. Revenue exists on paper but not in the bank.
IOLTA compliance is a liability
Three-way reconciliation and trust accounting require precision. Without dedicated support, it becomes a source of persistent risk.
No visibility into what's profitable
Matter economics, realization rates, and pricing discipline are invisible without the right infrastructure and someone actively managing it.
WHAT YOU CAN EXPECT
Real outcomes, not just better bookkeeping.
Real-time cash visibility
A 13-week rolling forecast so you know what is coming in and what is at risk — every week, not every so often.
IOLTA confidence
Trust accounting handled by professionals who do it every day, not squeezed in between other duties.
Profitability Clarity
Know which matters, practice areas, and partners are driving margin - and which are not.
HOW WE WORK
A clear path forward
Discovery (Weeks 1-2)
We map your firm's full financial picture — cash flow, collections, IOLTA, profitability — and identify the highest-impact gaps.
Onboarding (Weeks 3-4)
We integrate with your existing systems — QuickBooks, Sage, NetSuite, Ramp — and begin managing the finance function. No disruption to your attorneys.
Monthly Advisory (Ongoing)
Monthly reporting, partner-level profitability analysis, 13-week cash forecast, and a standing advisory call with your managing partner.
Most providers lead with "trust accounting done right." We lead with "your firm can be more profitable and you will see it in real time." That is a different conversation — and a different result.
THE CRR ADVISORS APPROACH
WE INTEGRATE WITH THE TOOLS YOUR FIRM ALREADY USES
ABOUT CRR ADVISORS
Built for professional services. Not a generalist practice
CRR Advisors is the operating brand of Bridgepoint Alliance, a financial services firm focused exclusively on professional services organizations.
We combine back-office accounting, compliance infrastructure, and partner-level tax planning into a single engagement — so the decisions that shape your firm are backed by real financial intelligence, not estimates and guesswork.
Our team includes CPAs and advisors who work with law firms every day. We know your systems, your compliance requirements, and the economics that drive profitability in legal services.
See what a real finance function looks like
David Richards
Managing Partner, CRR Advisors
david.richards@crradvisors.com
781.835.2160