Law firm owners often feel overwhelmed by their financial statements, staring at QuickBooks reports that seem to tell only half the story. The disconnect between having financial data and understanding what it means for strategic decision-making creates unnecessary anxiety and missed opportunities.

In this episode, I'm talking with Danielle Hendon, a fractional CFO who specializes in helping law firms transform their relationship with their finances. We explore how to structure your revenue streams and expenses to understand which practice areas are truly profitable, why treating all costs the same way obscures important business decisions, and how budgeting becomes a strategic tool rather than an annual exercise you dread.

Get full show notes, transcript, and more information here: https://www.agileattorney.com/78

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New Workshop: Adaptive Kanban for Legal Teams

This live, half-day workshop will teach you the core principles you'll need to create visual workflow systems tailored to the way legal work really happens — so you can spend less time chasing tasks and more time delivering value to your clients. Click here to secure your spot: https://the-agile-attorney.captivate.fm/classes

Kanban Workshop Sept 2025

Greenline.legal is Officially in Beta

To set up a demo of this software with me, talk through the workflow challenges and opportunities you have in your practice, and see how Greenline could help, click here: https://the-agile-attorney.captivate.fm/greenlinelegal

GreenlineLegal Demo