Our Services
Take a look at our range of services, no matter where your firm is on its growth journey.
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, we specialise in providing strategic finance input to the legal profession. We understand the challenges of the sector, we have a network of contacts of other legal sector specialists, and we can bring you ideas of what good looks like from law firms throughout the country.
Your Law Firm’s CFO
We offer a range of services to save you time and money.
We work with some clients on discrete one-off projects and with others as a more permanent “outsourced FD”. We 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 we’ve had different clients ask…
“As a new law firm, started during COVID, we may have been naïve in how to handle the highs and lows of not only trying to keep a business running but also ensure there is a safety net and plan in place for growth and sustainability. The mortgage rate increases caused havoc for us given most of our income is from property transactions and without Tom it is probably fair to say we wouldn’t have been able to survive and weather the storm. Tom created sensible financial handrails for us that allowed us get through incredibly tough times with both our firm and some of our sanity still intact. Tom is calm, caring, kind and most importantly incredibly brainy and knowledgeable. He is never allowed to leave us! Thank you, Tom, for all you do.”
Anon
Managing Partner, Conveyancing Firm, Home Counties
“We have grown dramatically over the last 2-3 years and have moved from sole practice to a “proper” business with over 10 staff. Growing pains have come to us in all shapes and sizes. From the mundane, like how to create a payroll process that scales with us, to the much more strategic, like how to incorporate new management bonuses and share schemes. Tom has been with us throughout that journey to act not just as an outsourced finance function but as a genuine sounding board and non-exec director. Oh, and he is a thoroughly nice chap too! Thank you.”
Kate Burt
CEO, HiveRisk, Boutique Firm, North West
“We’ve worked with Tom for over eight years. That tells you something to start with! Obviously, he provides us with accounts and tax returns and things like that. But where his input comes into its own is in the regular dialogue, both formally with quarterly board meetings, colourful reporting, graphs and analysis but also in the umpteen 15-minute calls, which always open with “Can I just run something past you, Tom…”. He’s an extension of our senior management team, not just an outsourced function. And on a personal level, he’s a key strategic advisor whose opinion I value, respect and will always seek. Thank you Tom!”
Ian McCann
CEO, Legal Studios, Multi-Disciplinary Firm, Leeds
“Initially, Tom started providing monthly reviews, budgets and dashboards to help me analyse the trajectory of the firm. Over time, he and his team have taken on more and more of the day-to-day functions of bookkeeping and cashiering, too. Knowing that I effectively have an entire finance function, from transactional support all the way up to high-level strategic input and all under one roof, means it doesn’t feel like an outsourced relationship. Tom and his team are part of our team but I also know that anything related to finance is taken care of and I don’t have to pick up where they leave off. Thank you.”
Rachel Roche
Managing Partner, Roche Legal
“We have our own finance function and excellent FD. But both she and I value the ability to run the more complex things past a second pair of eyes, which is what Tom provides. In addition, we are an acquisitive firm and having Tom on call to do initial Due diligence and deal structuring frees up myself and the FD to focus on the deals that are more likely to proceed rather than waste time on ones that are not appropriate. In many ways, therefore, he acts as our “first pair of eyes” too!”
Anon
CEO, Top 300 Firm, Yorkshire