Assess

Knowing where you stand and identifying necessary changes are crucial to optimizing your firm’s performance. In the LawCFO Assess phase, our Trusted Advisors conduct a review of policies, procedures and processes to discover practical solutions for our clients.

Our team conducts an operational audit addressing not only detailed processes and procedures, but also organizational structure, systems implementation, and other strategic considerations to analyze strengths and weaknesses across the full spectrum of accounting and financial activities.  We then issue the LawCFO Assessment Report of our findings detailing what is working well, opportunities for improvement, and important next steps to building a path to optimal performance and profits.