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Profit Plan 2026: Critical Assessment
2026 Strategic Law Firm Checklist
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Consultant Application | Join Our Network
Consultant Application
Section 1: Contact Information
First Name
(Required)
First Name
(Required)
Email Address
(Required)
Phone Number
(Required)
LinkedIn Profile URL
(Required)
Section 2: Professional Background
College / Degree(s)
(Required)
Certifications
(Required)
CPA
CFA
MBA
CMA
Other
Total Years of Experience
(Required)
5-10 years
10-15 years
15-20 years
20+ years
Primary Industries Worked In
(Required)
Legal
Professional Services
Healthcare
Tech
Federal
Government
Nonprofit
Other
Section 3: Law Firm / Consulting Experience
Have you worked in a law firm before?
(Required)
Yes
No
If yes, describe your law firm experience
Key Areas of Expertise
(Required)
Accounting operations leadership (AP/AR, billing & collections).
Billing & collections strategy
Financial reporting & analysis
Operating & capital budgeting; variance tracking.
Cash management & line-of-credit utilization.
Banking/treasury and credit-facility renewal & covenant reporting.
Tax compliance & partnership tax principles (incl. filings).
Audit oversight (firm FS, charitable trust, retirement plans).
Internal controls, policies & risk mitigation.
Financial systems & process improvement (Elite 3E or comparable).
Cost allocation / overhead allocations; financial performance improvement.
Contract/engagement financial review & vendor/TPA relationships.
Attorney evaluation support (metrics & reporting).
Other
Section 4: Availability & Preferences
Current Location / Time Zone
(Required)
Availability (hours per week)
(Required)
Preferred Work Type
(Required)
Part-time
Project-based
Interim/Transitional
Ongoing Fractional
Earliest Start Date
(Required)
MM slash DD slash YYYY
Compensation Expectation
Section 5: Uploads & Additional Info
Upload Resume/CV
(Required)
Accepted file types: pdf, doc, docx, Max. file size: 5 MB.
Upload Cover Letter
Accepted file types: pdf, doc, docx, Max. file size: 5 MB.
Tell us what kind of opportunities you are looking for
(Required)
Section 6: Compliance/Consent
Consent 1
(Required)
I confirm that the information provided is accurate to the best of my knowledge.
Consent 2
(Required)
I consent to my information being stored and used for recruiting and matching with client opportunities.
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2026 Strategic Law Firm Checklist
Enter your information below to proceed to the interactive checklist and view your results
Full Name
(Required)
Email Address
(Required)
Phone Number
(Required)
Law Firm Name
(Required)
Where did you find us?
(Required)
LinkedIn
Referral
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