EXEC FINANCIALS, PLLC
Fractional CFO & Controller Services for Law Firms and Multi-Unit Restaurants
Full financial oversight — budgeting, cash flow forecasting, partner distributions, and advisory — built on clean, accurate books. Not just a bookkeeper. A financial partner who tells you what the numbers mean.
Stop guessing. Know your numbers. Make confident decisions with clean, reliable financials.
✅ Cash flow forecasting
✅ Budgeting & profitability analysis
✅ Partner distributions & compensation modeling
✅ Monthly CFO-level reporting
✅ Tax-ready books, handled
WHO WE SERVE
We work with business owners nationwide, with deep specialization in:
🍽️ Multi-Unit Restaurant Groups ($1.5M+ per Location)
Knowing your top-line P&L isn't enough at scale. We deliver location-level profitability, prime cost analysis, and forecasting across your portfolio — built on top of integrations with Toast, R365, Margins Edge, QBO, Xero Square, Clover, Paylocity, and Tripleseat.
💼 Law Firms (1–30 Attorneys)
You've outgrown a bookkeeper but aren't ready for a full-time CFO. We handle partner distributions, cash flow planning, and the financial decisions that come with growth — so partners can focus on practicing law, not spreadsheets.
If your business depends on cash flow, payroll, and intelligent financial decisions, you’re in the right place.
WHAT MAKES US DIFFERENT
Most bookkeepers record the past. We help you run the future.
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Fractional CFO/Controller oversight, not just monthly reconciliations
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Budgets and forecasts you can actually make decisions with
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Partner/owner distribution planning
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Industry-specific financial structuring for law and hospitality
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CPA-ready books with zero surprises at tax time
We aren't a bookkeeping service that happens to give advice. We're a financial leadership team, built for owners and partners who need more than a P&L.
🔹 PROCESS: WHAT IT’S LIKE TO WORK WITH US
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Free Strategy Call — We learn your business and where the financial gaps are.
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Financial System Review — We assess your books, reporting, and decision-making tools.
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Setup & Cleanup — We fix what's broken and build the reporting infrastructure you actually need.
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Monthly CFO Support — Clean books, plus the forecasting and advisory that comes with a real financial partner.
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Ongoing Strategic Guidance — Distributions, growth planning, and decisions — we're in it with you.
If you are looking to take some of the accounting work off your plate so you can focus on growing your business, contacting Drake would be my suggestion. - Rick Amero,
