01
Discovery Call
We learn your firm's structure, practice areas, software stack, and biggest financial pain points. 45 minutes. No commitment.
Built Exclusively for Law Firms
Your Firm Runs on Billable Hours. We Run on Intelligence.
Conscious Accounting combines CPA-level expertise with real-
time AI to give law firms between $5M–$50M the financial clarity,
tax strategy, and business intelligence they’ve never had — until
now.
Small Businesses Served
0
+
Years Combined Experience
0
+
Client Retention Rate
0
%
AI Financial Monitoring
0
/7
Trusted by firms using
CLIO
QUICKBOOKS
MYCASE
XERO
LITIFY
// The Problem
Law Firms Are Running Blind on Their Finances
You bill millions in hours but most law firms have no real-time picture
of where their money actually goes — or where it’s going next.
01 — CASH FLOW
You Don't Know If You're Actually Profitable
Contingency delays, slow-paying clients, and partner draws create a gap between billed revenue and actual cash on hand. Most firms can’t answer “are we profitable?” without waiting 30 days for a report.
02 — TAX EXPOSURE
Quarterly Tax Bills That Blindside You Every Time
A settlement comes in, a big client pays late, and suddenly your estimated tax liability is off by $80K. No one told you. No one was watching. That’s not a tax problem — that’s a monitoring problem.
03 — TRUST ACCOUNTING
IOLTA Compliance Is a Liability Waiting to Happen
Trust account mismanagement is the #1 cause of attorney discipline. Manual
reconciliation and disconnected systems create risk that most firms don’t
discover until it’s too late.
04 — PARTNER COMP
Partner Compensation Is a Spreadsheet Nightmare
Origination credit, billable hours, overhead allocations, and draws — calculated manually, disputed constantly, and built on data that’s already 30 days old.
05 — GROWTH
You're Making Growth Decisions Without Financial Context
Adding a practice group? Opening a new office? Hiring laterals? These decisions carry enormous financial weight — but most firms make them on gut feel, not data.
06 — TIME
You're Running a Law Firm, Not a Finance Department
Managing books, chasing accountants, preparing for tax season — it’s consuming hours your highest earners should be spending on clients. Every hour spent on accounting is a billable hour lost.
// The Platform
AI That Works While You Litigate
We pair human CPA expertise with an always-on AI layer that monitors, forecasts, and alerts — so you’re never surprised by your own numbers again.
⚡ Always On
Real-Time Financial Intelligence Dashboard
Your firm’s live financial pulse — cash position, tax liability, trust account status, and cash flow forecast — updated in real time. Connected directly to your practice management software. No waiting for month-end reports. No surprises.
FIRM INTELLIGENCE DASHBOARD
- Live
Cash Position
$847,320
Q4 Tax Liability (Projected)
$124,800
Trust Account Balance
$2,341,000 ✓
AR Outstanding (60+ days)
$89,200 ⚠
Net Profit Margin (MTD)
34.2%
AI Alert: Settlement inflow expected
+$220K est.
Proactive
Our AI tracks your revenue in real time and recalculates your estimated tax liability automatically. When you’re drifting toward a surprise bill, we alert you — weeks before the deadline, not the morning it’s due.
Compliance
Automated three-way trust reconciliation, client ledger tracking, and compliance monitoring. We catch discrepancies before they become bar complaints. Because your license isn’t worth the risk of manual reconciliation.
Ask Anything
An AI-powered interface where managing partners can ask “can we afford to hire a lateral this quarter?” or “what’s our break-even on opening a second office?” and get an answer grounded in actual firm financials — not a generic model.
Strategy
Automated origination tracking, billable hour reconciliation, and overhead allocation — calculated in real time, not at year-end. Eliminate the spreadsheet wars and the partner meetings that drag on for three hours.
// How It Works
Up and Running in 14 Days
We handle everything. You keep billing.
02
Financial Audit
Our team reviews your current books, identifies gaps, and gives you a financial health score before we charge you a dollar.
03
AI Integration
We connect your practice management and accounting software to our AI layer. Your dashboard goes live within 14 days.
04
Ongoing Partnership
Monthly strategy calls, proactive alerts, tax planning, and a team that actually understands how a law firm makes money.
// The Team
Human Expertise. AI Precision.
Our team brings together CPAs, financial strategists, and technology
specialists who understand the unique financial architecture of law
firms.
Nicole Butler-Davis
Founder & Lead CPA
CPA with 20+ years of experience. Former Fortune 500 financial
consultant. Specializes in law firm tax strategy and partner
compensation structures.
Matt Heim
AI & Data Strategist
Led AI implementation at mid-tier accounting firms. Architected our
real-time financial intelligence platform. Expert in legal practice management software integrations.
JW D.
Trust Accounting Specialist
15 years specializing in IOLTA compliance and legal trust accounting. Has helped 60+ law firms pass bar association financial reviews without disciplinary findings.
Alix M., CPA
Senior Financial Strategist
Former Big 4 advisor. Specializes in law firm growth strategy, partner buy-in/buy-out structures, and multi-location financial modeling for firms scaling from 1 to 3+ offices.
// How We Compare
You Win Cases. We Protect What You Earn.
Conscious Accounting
Local CPA
Large Global Firms
Real-time financial intelligence dashboard
Proactive tax liability monitoring
Enterprise only
Law firm-specific expertise
Varies
IOLTA compliance automation
Enterprise only
AI-powered decision support
Enterprise only
Direct senior partner access (not a junior)
Sometimes
Accessible for $50M–$500M institutions
100% money-back guarantee
// Client Voices
What Leaders Are Saying
From CEOs to CFOs to board chairs — here’s what institutions
// Follow the Conversation
Stay Connected. Stay Ahead.
Weekly financial intelligence posts for law firm partners and managing attorneys.
Behind-the-scenes of our team, client wins, and financial education
content.
ConsciousAccountingCPA
Community for small business owners navigating growth, taxes, and
financial strategy.
Blog & Insights
Community for financial institution leaders navigating growth,
compliance, and strategy.
// Follow the Conversation
Ready to Lead Your Institution With Confidence?
Start with a free financial health assessment. We’ll show you
exactly where your institution is exposed — before you pay us a
single dollar.
Phone
Offices
Atlanta · Knoxville · St. Petersburg
Hours
Mon–Thu 9AM–5PM · Fri 9AM–1PM