Let SurSum Advisory be your law firm’s CFO…
…so you don’t have to
Let SurSum Advisory be your law firm’s CFO…
…so you don’t have to
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My Services
Take a look at my range of services, no matter where your firm is on its growth journey.
Contact me today to find out how I can help your firm be more profitable, more cash generative and have a more secure financial future.
Your Law Firm’s CFO
SurSum Advisory exists to be Your Law Firm’s CFO – so that you don’t have to.
With ever-increasing demands on small firms managing partners and with high-calibre Chartered Accountants being increasingly expensive members of staff, it can be very hard to have high-level strategic financial support for your law firm.
With nearly 20 years of experience in professional services and law firms, I specialise in providing strategic finance input to the legal profession. I understand the challenges of the sector, I have a network of contacts of other legal sector specialists, and I can bring you ideas of what good looks like from law firms throughout the country.
Your Law Firm’s CFO
I offer a range of services to save you time and money.
I work with some clients on discrete one-off projects and with others as a more permanent “outsourced FD”. I also have considerable expertise in strategic financial projects – most significantly law firm mergers and acquisitions.
Take a look at the menu of services wherever your firm is on its growth journey.
FAQs
Over the years I’ve had different clients ask…
Can you work with my existing bookkeeper?
Yes of course! I work with and alongside them. I can help them develop and grow into their role whilst also providing you with some of the higher level and strategic input that comes from being a Chartered Accountant with nearly 20 years of experience in and around law firms.
What about working with my existing accountant?
Yes, them too! I can work alongside them as they prepare year end accounts and tax returns. I can help field some of their queries but also provide you with much more timely and strategic data and ongoing support which you don’t get from a once-a-year compliance exercise.
I think I can have a go myself?
You are certainly welcome to try but I tend to find that the day job crowds out the financial planning – so many of my clients realise they were previously spending too much time “working in the business not on the business”. Moreover, having an experienced Chartered Accountant by your side will help add to your thought process and make your existing decisions more financially astute
How do you specialise in law firm finances?
I have nearly twenty years of experience in and around law firms so I know how law firms work and how to get under the skin of them quickly; there is no learning time with me. Whatever your issue might be I’ve seen it before and I know how to help.
This all sounds expensive?
Much less expensive than hiring a top-notch FD on £100k per annum! I offer a variety of payment plans and a menu of services – so you only pay for what you need, when you need it.
How do you offer such a personal service?
I keep my client base low so that I can really get involved in the firms that need me. You won’t be handed off to junior staff or be given a short session once per month. I’m your CFO when you need me.
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