Vista’s Fractional CFOs understand the intricacies of plaintiff law firms and provide a truly comprehensive collection of services to strengthen the foundation of the firms they serve.

The Fractional CFO provides high-level, strategic financial leadership:

  • Truly gets to know your firm and acts in partnership with you from the foundation up.
  • Provides comprehensive, ongoing communication and services.
  • Strategically analyzes and reviews the current financial health and processes.
  • Analyzes the current business structure and makes any recommendations to change legal entities and compensation techniques to minimize tax consequences. In addition, makes recommendations to incorporate any other right-fit tax vehicles.
  • Identifies business drivers.
  • Maintains and enhances the operating financial model.
  • Provides some training for bookkeepers.
  • Makes recommendations for proper account coding.
  • Makes recommendations/standardizes the chart of accounts, per industry standards.
  • Makes recommendations on proper internal controls and segregation of duties.
  • Provides budgeting assistance.
  • Sets up a useful and timely financing reporting package.
  • Ultimately, provides increased control over a firm’s finances and maximizes profitability.

We would welcome the opportunity to discuss how Vista’s Fractional CFO services
may benefit you and your firm. Call us at 225.383.2974.


Rebekah Summerville

REBEKAH summerville

Consultant / Chief Financial Officer / CPA