A structured review of the firm’s financial and operational systems — what works, what leaks, what’s exposed, and what to fix first.
The Financial & Operational Assessment is how most engagements begin: a high-level review across the firm’s core operating areas that identifies risk, inefficiency, control gaps, and financial leakage — and establishes the order in which they should be addressed.
It does not assume every area needs deep work. It finds which areas do, and builds the roadmap. The Assessment tells us where to look; each selected area then gets its own deep review.
You suspect money is leaking, but can’t say where.
Different people do the same task differently.
You’ve outgrown systems nobody chose deliberately.
You don’t know which problem to fix first.
Every firm has finite time for change. Spending it on the wrong fix is expensive twice — once for the effort, once for the problem that went unaddressed. The Assessment makes sure the firm’s first move is its highest-value one.
Professional Scope
Firm-wide operational review · cash and trust handling review · billing and collections review · close and reporting review · systems inventory · risk identification and rating · control gap analysis · prioritized roadmap development.
Every material risk, rated by severity and likelihood.
Where the firm is exposed, including trust compliance.
What to fix right now, with or without us.
What to address, in what order, and why.
A clear picture of where the firm stands · the highest-value fixes identified · a sequenced plan · and the confidence that the first move is the right one.
The Firm 360° Assessment is how this begins online — a guided version you complete yourself. The full Financial & Operational Assessment is the three-week professional engagement it leads into.
Most firms do, because it finds the true starting point on evidence. But when a priority area is already clear, an engagement can begin directly with a deep review of that area.
Three weeks from start to findings, with a fixed fee quoted up front.
Then you keep it and act on it yourself. If you continue with us, the fee is credited toward the engagement.
A guided review across every operating area — it will tell us, on evidence, whether this is where your firm should begin.
Begin the Firm 360° Assessment