Paul N.

Fractional CFO | Financial Controller| Law Firms & IOLTA Expert- 23yrs

Helping Businesses Improve Profitability, Cash Flow, Financial Performance & Operational Excellence Do you need a trusted finance partner who can help you improve profitability, strengthen cash flow, build scalable financial systems, and provide strategic insights that support business growth? If so, you're in the right place. I am a Certified Public Accountant (CPA) with an MBA in Finance and more than 23 years of experience serving as a Fractional CFO, Financial Controller, Finance Director, FP&A Leader, and Strategic Business Consultant for organizations across the United States. I specialize in helping business owners turn financial information into practical business decisions that improve performance and profitability. My Core Services Fractional CFO & Strategic Finance • Executive financial leadership • Financial strategy and business planning • Board and investor reporting • Executive decision support • Business performance improvement • Profitability analysis • Working capital optimization Financial Planning & Analysis (FP&A) • Budget development and management • Rolling forecasts • Integrated financial models (P&L, Balance Sheet & Cash Flow) • Cash flow forecasting and runway analysis • Scenario and sensitivity modeling • Budget vs. Actual variance analysis • KPI dashboards and executive reporting Financial Controller Services • Financial reporting • Month-end close • Internal controls • General ledger oversight • Accounts payable & receivable management • Payroll oversight • Process improvement • Financial policies and procedures Law Firm Finance & IOLTA Accounting • Law firm financial management • IOLTA and trust accounting • Three-way trust reconciliations • Legal billing • Collections optimization • Client cost accounting • Practice profitability analysis • Clio, MyCase, LawMatics, camplegal, and legal accounting workflows Business Growth & Operations Consulting • KPI design and performance management • Organizational accountability • Revenue optimization • Pricing analysis • Compensation and bonus structures • Operational efficiency • Business turnaround and restructuring • Finance department transformation Industries Served • Law Firms • Healthcare & Medical Practices • Professional Services • Technology Companies • Research Organizations • Consulting Firms • Growth-Stage Businesses Selected Engagements The Law Offices of Travis Walker, P.A. – Fractional CFO • Helped drive significant revenue growth within the first year. • Built a 24-month rolling weekly cash flow forecast and cash runway model. • Implemented budgeting and variance reporting. • Improved profitability through financial discipline and operational controls. • Secured funding and supported banking relationships. • Designed KPI dashboards and executive reporting. MRA Law Group – Financial Controller • Implemented firm-wide KPI scorecards and performance dashboards. • Improved productivity from approximately 65% to over 90%. • Strengthened collections and cash flow management. • Built budgeting and forecasting frameworks. • Implemented executive reporting and financial controls. • Managed legal billing, trust accounting, and finance operations. Giro Law LLC – CFO Consultant • Delivered strategic financial leadership. • Improved budgeting, forecasting, profitability analysis, and cash management. • Developed executive reporting and financial planning frameworks. Kralizec Law LLC – Bookkeeping & Accounting Consultant • Managed bookkeeping, reconciliations, financial reporting, and accounting operations. • Strengthened financial controls and reporting accuracy. Sentric Legal / Rose Law Firm – Finance & Capital Strategy Lead • Built investor-grade financial models. • Developed valuation models and funding strategies. • Prepared business plans and growth forecasts. • Supported strategic finance initiatives. Genesis Orthopedics & Sports Medicine – Finance Manager • Managed budgeting, reporting, forecasting, operational finance, and revenue analysis. • Supported executive decision-making in a healthcare environment. Sidewalk Technologies LLC – Fractional CFO • Established the company's finance function. • Introduced rolling cash flow forecasting. • Developed budgeting, forecasting, and KPI frameworks. • Improved profitability and operational performance. • Implemented EOS-based strategic planning and management reporting. Software & Platforms QuickBooks Online • Xero • Clio • MyCase • camplegal • LawMatics • ConnectWise PSA • ConnectBooster • Bill com • Google Sheets • Microsoft Excel • Power Query • Microsoft 365 • EOS One • Lucidchart • Mobius Why Clients Work With Me ✔ CPA with MBA -Finance ✔ 23+ Years of Finance & Accounting Leadership ✔ Fractional CFO, Financial Controller & Finance Director Experience ✔ Top Rated Plus on Upwork ✔ 100% Job Success Score ✔ $300K+ Earned on Upwork ✔ Extensive Experience Supporting Lawfirms I look forward to discussing how I can support your business