Financial leadership for growing law firms—without the full-time CFO.
We run your books, reconcile trust, align Clio↔QuickBooks, and give partners the forward visibility to scale.
Your firm isn’t failing—your finance rhythm is. You’ll recognize it in moments like:
Every business needs financial clarity. With Bluebird Partners you’ll have the perfect partner to steer you towards success.
Here’s what our business advisory and accounting services include.
- Month-end drifts to the 20th… then slips again.
- A client asks for a trust ledger and you hesitate to send it.
- WIP is stale ; realization and collection rates aren’t tracked—only “felt.”
- Payroll week arrives and you’re still chasing time entries and approvals.
- 1099 season becomes a fire drill; your CPA is still missing basics.
- Trust reconciliation shows a mystery variance before a client meeting.
- Unapplied retainers and negative trust balances appear right before an audit.
- A PI settlement lands —but there’s no rolling cash forecast to guide distributions and hiring.
- Bank feed duplicates bloat the books; last month’s “cleanup” created this month’s mess.
- Partner comp/origination debates get emotional because no one trusts the numbers.
- Clio invoices vs. QuickBooks don’t match—credits/write-offs live in different worlds.
- AR balloons past 60 days; cash in the bank doesn’t match the “we’re busy” feeling.
- Vendors call A/P directly; no clear approval map.
- A bar compliance inquiry hits—and you’re digging through spreadsheets.
Trust reconciliation shows a mystery variance before a client meeting.
We get law-firm finance. Trust accounting. Dual ledgers. Clio↔QuickBooks. Contingency cash cycles.
We bring big-firm CFO discipline with boutique execution and access—so you get clarity, compliance, and control without hiring a full internal team.
Law-firm native:
monthly trust reconciliation, partner distributions, client ledger responses, audit-ready trails.
Systems fluent
Clio↔QuickBooks mapping, sync hygiene, exception handling.
CFO visibility:
budgets, rolling cash forecasts, KPI dashboards (WIP, realization, origination, practice-area margin).
Nationwide delivery
Remote-first operations with optional in-person sessions from Newport Beach, CA.
Your firm isn’t failing—your finance rhythm is. You’ll recognize it in moments like:
Every business needs financial clarity. With Bluebird Partners you’ll have the perfect partner to steer you towards success.
Here’s what our business advisory and accounting services include.
Assess
Every business needs financial clarity. With Bluebird Partners you’ll have the perfect partner to steer you towards success.
Here’s what our business advisory and accounting services include.
Stabilize (30–60 Days)
Close calendar, AR/AP cleanup, trust true-up, Clio↔QBO remap, baseline KPIs, and on-time month-end.
Lead (Ongoing)
We run the back office and provide fractional-CFO leadership: budgets, forecasts, partner dashboards, quarterly reviews.
What it Costs to Wait
Another quarter of late closes means decisions made in the dark.
A missed trust variance becomes an ethics and reputational risk.
Unmodeled hiring turns a good year into tight cash.
Partners spend Sundays in spreadsheets instead of building the book.
You built a firm worth more than guesswork.
The Success
On-time close, every month.
Audit-ready trust (and you know it).
Clio and QuickBooks agree—because the process makes them.
Dashboards that drive decisions: realization, origination, practice margins.
Forecasts that let you hire, invest, and distribute with confidence.
Partners talk strategy, not transactions.
FAQ’s
Do you only work in California
No. We serve firms nationwide (remote-first) and offer in-person sessions from our Newport Beach base when helpful.
Can you work with our existing bookkeeper/controller?
Yes. We can augment your team or operate end-to-end. Our fractional-CFO layer plugs into what you already have.
We’re not on Clio—okay?
Yes. We work with other practice-management platforms and will map your workflows to the GL.
How fast can we stabilize?
Most firms achieve an on-calendar close within 30–60 days, depending on complexity and cleanup needs.
Do you handle trust accounting?
Yes—monthly trust reconciliation, variance resolution, client trust ledgers, and audit-ready trails are core to our service.