Serving Clearwater, Florida
A law firm operations consultant for Clearwater firms.
You went to school to practice law, not to run payroll, chase unpaid invoices, or rebuild your intake process. I work one on one with solo and small-firm owners in the Clearwater area as a fractional COO and CFO, so the business side of the firm finally runs as well as the legal work.
What a fractional COO & CFO does
The operator your Clearwater firm needs, without a full-time executive salary.
Most Clearwater firms reach a point where the owner is the bottleneck. Cases are coming in, but the calendar is full, money is tight even in a good month, and the team is waiting on the owner to make every decision. A larger firm would solve this by hiring a chief operating officer and a chief financial officer. A solo or two-attorney firm rarely has the volume, or the appetite, to put two executives on payroll.
Fractional means you get both roles for the slice of time your firm actually needs. As your fractional COO, I build the systems behind intake, case flow, hiring, and the day-to-day routines that keep work moving without you touching every step. As your fractional CFO, I get your numbers in order: what the firm earns, where it leaks, what each practice area really makes, and what you can responsibly pay yourself.
This is hands-on work, not a slide deck. I sit beside you, learn how your firm actually operates, and put repeatable structure in place that holds after our work together. And it is always one on one. When you call, you get me, not an associate or an account manager.
Serving the Clearwater area
Built around how Clearwater and Pinellas firms really run.
Clearwater and the wider Pinellas County legal market are full of lean, owner-operated practices, the kind of firm where one attorney and a small support team carry the entire caseload. Family law, estate planning, personal injury, real estate, and small business work are all well represented across the county. These are exactly the firms that grow faster than their back office can keep up.
Working from Tampa, just across the bay, I support Clearwater firms with a mix of remote work and in-person time when a project calls for it. The proximity matters. When it helps to be in the room for a team training, a process build, or a hard look at the books, I can be there.
I do not try to make your firm look like a national brand it is not. The goal is a practice that fits the Clearwater market you serve, with operations and finances steady enough that growth feels like a decision you are making on purpose, rather than something happening to you.
How I can help
Ways to work together in Clearwater.
Some firms need an ongoing operator in their corner. Others need one specific problem solved well. Both are welcome.
Fractional COO
Ongoing operations leadership. Systems for intake, case flow, hiring, and the daily routines that let your firm run without you in every loop.
Fractional CFO
Financial clarity and forecasting. Know your real margins, plan cash, and make money decisions from numbers instead of gut feel.
Strategic Partner
A combined operations and finance retainer for owners who want one trusted person across the whole business side of the firm.
Intake Coordinator Training
Turn your front-line intake into a reliable, trained role so good leads stop slipping through the cracks.
Operations Audit
A focused, top-to-bottom review of how your firm runs, with a prioritized plan you can act on.
Cash Flow & Collections
Tighten billing, shorten the gap between work done and money in, and stop letting earned fees sit uncollected.
Profitability & Owner Comp
See what each practice area actually earns and build a plan to pay yourself like the owner of a healthy business.
Practice Management Optimization
Get more out of the case management and billing software you already pay for, configured around how your firm works.
Clearwater, Florida
Let's talk about your firm.
One conversation, no pressure. Tell me where the firm feels stuck, and I will tell you honestly whether I can help and how I would approach it.