---
title: Outsourced Financial Management for Law Firms | CRR Advisors
description: CRR Advisors provides outsourced accounting, advisory, and trust accounting services built specifically for boutique law firms (10–50 attorneys). Schedule a free assessment.
---

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    - [Audit & Assurance](https://www.crradvisors.com/services/accounting-auditing)
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FOR BOUTIQUE LAW FIRMS

# Your firm deserves a real finance function.

- Outsourced financial management and advisory services built specifically for boutique law firms.

[Schedule a 15-minute assessment](mailto:david.richards@crrcpa.com)[Download our one-pager](https://www.crradvisors.com/law-firm-one-pager-download-crr-advisors)

![Why Law Firms Choose Us-4](https://www.crradvisors.com/hs-fs/hubfs/Why%20Law%20Firms%20Choose%20Us-4.png?width=500&height=500&name=Why%20Law%20Firms%20Choose%20Us-4.png "Why Law Firms Choose Us-4")

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.

### Faster collections

Managed AR follow-up and billing cadence enforcement put cash in the bank sooner — not sitting in WIP or aging invoices.

### 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

![Quickbooks-Logo](https://www.crradvisors.com/hs-fs/hubfs/Quickbooks-Logo.png?width=3840&height=2160&name=Quickbooks-Logo.png)

![Ramp\_Business\_Corporation\_Logo.svg](https://www.crradvisors.com/hs-fs/hubfs/Ramp_Business_Corporation_Logo.svg.png?width=3840&height=1040&name=Ramp_Business_Corporation_Logo.svg.png)

![Bill.com\_Logo\_2019](https://www.crradvisors.com/hs-fs/hubfs/Bill.com_Logo_2019.png?width=2839&height=687&name=Bill.com_Logo_2019.png)

![Sage-logo\_svg.svg](https://www.crradvisors.com/hs-fs/hubfs/Sage-logo_svg.svg.png?width=1280&height=722&name=Sage-logo_svg.svg.png)

![2024\_NetSuite\_logo](https://www.crradvisors.com/hs-fs/hubfs/2024_NetSuite_logo.png?width=417&height=152&name=2024_NetSuite_logo.png)

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.

![About CRR Advisors 4 square graphic-2](https://www.crradvisors.com/hs-fs/hubfs/About%20CRR%20Advisors%204%20square%20graphic-2.png?width=500&height=500&name=About%20CRR%20Advisors%204%20square%20graphic-2.png "About CRR Advisors 4 square graphic-2")

## See what a real finance function looks like

[Schedule a call with David Richards](mailto:david.richards@crrcpa.com)[Download our one-pager](https://www.crradvisors.com/law-firm-one-pager-download-crr-advisors)

 

**David Richards**  
Managing Partner, CRR Advisors

david.richards@crradvisors.com  
781.835.2160

[![CRR](https://www.crradvisors.com/hubfs/CRR.svg "CRR")](https://www.crradvisors.com)

*"CRR" is the brand name under which CRR, LLP and Bridgepoint Alliance, LLC, doing business as CRR Advisors, offer professional services to its respective clients in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. CRR, LLP is a licensed independent CPA firm that delivers attest services to its clients. CRR Advisors provides tax business consulting, and other non-attest services to their clients. Although it may employ CPAs, Bridgepoint Alliance, LLC is not a licensed CPA firm. The use of the terms “our firm,” “we,” and “us,” and similar language, may refer to CRR, LLP and CRR Advisors as it operates in its alternative practice structure.*

 

 

 

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