Dynamic Tax & CFO

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Small law firms with installment clients can feel stable in June because matters are “on plan,” while actual cash still ...
06/16/2026

Small law firms with installment clients can feel stable in June because matters are “on plan,” while actual cash still falls far behind payroll, rent, and tax deadlines.

That is how busy firms stay anxious.

Here’s the gap 👇

June 15 can punish clean-looking months.Law firms with contingency cases, lumpy settlements, or uneven partner distribut...
06/15/2026

June 15 can punish clean-looking months.

Law firms with contingency cases, lumpy settlements, or uneven partner distributions can use one strong month to underpay or wildly overpay estimates if the method isn’t revisited.

That is the quiet June trap.

Here’s the framework 👇

A plaintiff-side firm we reviewed treated a referral fee like a simple after-the-fact payout, but June showed that the t...
06/14/2026

A plaintiff-side firm we reviewed treated a referral fee like a simple after-the-fact payout, but June showed that the tax year and bookkeeping timing mattered more than expected.

The case closed once.
The tax effect did not.

Here’s why 👇

With 100% bonus depreciation back in effect, law firms replacing laptops, servers, scanners, furniture, or office tech i...
06/13/2026

With 100% bonus depreciation back in effect, law firms replacing laptops, servers, scanners, furniture, or office tech in June are making a tax decision, not just an operations decision.

Old buying habits miss the new math.

Here’s why 👇

June profit can look broken when your software renewals all hit at once, not monthly.Annual renewals for Clio, legal res...
06/12/2026

June profit can look broken when your software renewals all hit at once, not monthly.

Annual renewals for Clio, legal research, AI tools, and intake software can make June profit look worse than operations actually are if timing gets ignored.

Busy firms feel this as soon as renewals cluster.

Here’s the split 👇

Last year, we met with a law firm that added AI drafting and research tools fast, but the June close showed licenses, se...
06/11/2026

Last year, we met with a law firm that added AI drafting and research tools fast, but the June close showed licenses, setup costs, and client cost pass-throughs were all landing in the wrong places.

Efficiency improved. Financial clarity did not.

Here’s the breakdown 👇

We spoke with a solo law firm owner who had their spouse on payroll, but a June cleanup exposed unclear job duties, weak...
06/10/2026

We spoke with a solo law firm owner who had their spouse on payroll, but a June cleanup exposed unclear job duties, weak support, and no clear pay logic.

The paycheck existed. The file did not.

Here’s what matters 👇

One of the most common pain points in growing law firms is not low revenue.It is not knowing which matters, clients, or ...
06/09/2026

One of the most common pain points in growing law firms is not low revenue.

It is not knowing which matters, clients, or fee structures are quietly producing weak margins and weak owner pay.

Here’s the visibility gap 👇

For many small law firms, the billing problem is not pricing first.It is weak follow-up after invoices go out, especiall...
06/08/2026

For many small law firms, the billing problem is not pricing first.

It is weak follow-up after invoices go out, especially once the owner gets pulled back into client work.

Here’s the gap 👇

Good months can create the riskiest habits.A lot of law firm owners feel relief when June cash finally looks healthy, th...
06/07/2026

Good months can create the riskiest habits.

A lot of law firm owners feel relief when June cash finally looks healthy, then spend it like the pressure is over instead of treating it as breathing room that needs structure.

Here’s the trap 👇

Address

30 N Gould Street
Sheridan, WY
82801

Opening Hours

Monday 9am - 3pm
Tuesday 9am - 3pm
Wednesday 9am - 3pm
Thursday 9am - 3pm
Friday 9am - 12pm

Telephone

+19097485888

Website

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