Changing financial accounting, industry by industry. Chapter 13 of 13: Professional firms
Twelve industries. One operating model. Now it's your firm.
Financial operations and AI leverage for law, accounting, and professional services firms.
The problem nobody puts on the agenda.
Firms hit capacity ceilings, can't hire fast enough, and let earned work go unbilled. Law firms carry an extra obligation: client trust accounts that have to be right every month.
Your realization rate is the most important number you don't know.The Tiger Take, Chapter 13
Bill what you earn
Realization, WIP, and lockup tracked monthly.
Protect client trust
Three-way trust reconciliation, documented.
Break the capacity ceiling
The AI Chief of Staff model from the CPA AI Blueprint.
What we put in place.
Controller discipline from 20+ years in the field, with AI automation handling the repetitive work so the close runs in days, not weeks.
- Realization and utilization rates tracked monthly
- WIP aging and lockup days reported, with a billing cadence
- Three-way trust reconciliation for law firms
- An AI Chief of Staff layer for intake, prep, and first drafts
- A firm dashboard the partners actually use
Your free Firm Strategy Session.
Thirty minutes on your realization, capacity, and where AI leverage fits. No pitch unless you ask for one.
- Book a time.
Pick any open 30-minute slot on the calendar. - We review together.
Bring what you have. We'll look at your realization, capacity, and where AI leverage fits. - Leave with three fixes.
The three changes I'd make first, in plain language.