Firmly Profits

I am a fractional CFO that provides law firm owners with confidence to make strategic financial decisions in their firms. As a former law firm administrator I have the real world firm experience to know how a law firm runs day to day. 

I provide bookkeeping for law firms and small businesses in a way that gives you data to make financial decisions about the future of your firm.

With the mission to reach as many law firm owners as possible and give them financial confidence, I have appeared on many podcasts and pursue other speaking opportunities.

Fractional CFO

Parvey & Cavenago Attorneys, P.A.

Litigation/Trial Paralegal
Firm Administrator

Chief Financial Officer/Florida Registered Paralegal

Dellutri Law Group

Paralegal

As a fractional CFO I use the 10+ years I spent working IN a law firm to help law firm owners gain an in-depth understanding of their firm’s financial picture. 

I am on a mission to help law firm owners become confident in their law firm finances. When firm owners have big financial goals, the first step to reaching those goals is making strategic financial decisions.

I started as a legal assistant and worked my way up through the “law firm ranks”. I know how a law firm runs day to day. When you hire me as your fCFO I bring my financial expertise and my law firm operational experience to our meetings. 

I love working with law firms because they are unique in the small business world. Revenue can be a roller coaster and expenses are unique to law firms. 

I work with law firm owners who are in all different growth phases. This includes.

•	Firms who are hiring their first employees and making the jump from a true solo firm to a firm that has growth in their future. 
•	Firms that are pushing towards their first 7-figure year, hiring associates, and taking their expenses to the next level. 
•	Firms that have reached the big 7-figure milestone and are looking to grow in the coming years. 
•	Firms that are generating revenue but feel overwhelmed with expenses and very little profit. 
•	Firm Owners who are looking for an outside consultant to give them confidence in their finances. 

As a fractional CFO for law firms, I improve financial operations by providing strategic financial guidance, managing cash flow, and analyzing financial data to identify opportunities for growth and improvement.

When we work together you receive my unique consulting style. I believe education never stops. We should always be seeking to learn more about the world around us. From a “consultant” perspective, I believe it is my role to be the educator. I want those I work with to understand the WHY behind why we do what we do.

Understanding the “why” prepares you as a firm owner to continue to make strategic financial decisions in the future.

As we work together guiding your firm into the future, I want to give you the information for you (and your leadership team) to make the best decision. This is not a one size fits all approach.

If you are a law firm owner who is looking to feel more confident in your financial decisions as you reach and exceed growth goals this year we need to talk. Send me a DM or visit my website to schedule a free 30-minute consultation. 

WWW.LNMFinancial.com

Leah Miller, MBA

Peak Legacy Partners LLC

At Peak Legacy Partners LLC, we have narrowed our focus to work with business owners and entrepreneurs to help them define and create both their Living and Lasting Legacies. Finding balance between these two priorities doesn't have to be as complex as it sounds.

Founder

Lifestyle Protection Advocates, Inc.

➤ WHAT WE DO:

We are passionate about helping mission-driven Speakers and Thought Leaders bring clarity and simplicity to their personal finances. 

Our income shield and legacy blueprint frameworks allow our clients to have the security they need to go out and chase their massive goals and dreams. This frees them up to create their impact on the world while we translate their efforts into financial peace. 

We make your financial security our priority while you continue to focus on your greater mission. 

➤ HOW WE DO IT:

Frameworks that combine both structure flexibility to DELIVER RESULTS! Our Income Shield Formula is designed to PROTECT and MULTIPLY the single most important financial asset at our disposal (our ability to earn).  

The legacy blueprint gives you an opportunity to align your actions with the financial impact you desire, not only inside your family but also on a larger scale.

➤ We help you Gain:

✔ Feeling of high-level support - going from cookie-cutter plan to VIP/personal board of directors experience

✔ Reduced time spent in contemplation giving you back some of the time that you don't have, we will focus for you on execution and progress ensuring you meet all your goals

✔ Tracking Metrics that allow you to benchmark and adjust for your goals, accountability from ME

➤ WHAT MAKES US DIFFERENT:

We have a passion in helping our clients take their financial vision and give them back financial peace of mind to spend time doing the things they love. We ensure this by monitoring their financial progress for the present and the future to ensure they retain their wealth now and in the future

✔ Want To Learn More?:

☏ 239-849-8005
✉ Josh@lpadvocates.com


Financial Planning | Retirement Solutions | Tax Advantaged Income Strategies

Founder, President

Southwest Florida Business Network

The Southwest Florida Business Network is a group designed for busy, growth-oriented business owners and professionals. We are ruthlessly committed to the following areas: GROWTH, COLLABORATION, COMMUNITY and LEADERSHIP. 

We gather to connect both virtually and locally, regularly.

Mutual of Omaha

I specialize in helping clients and businesses with products that protect, preserve, and grow their net worth. Businesses benefit from increased retention of key employees as well as from tax advantages that many of our products offer.

I am proud to work closely with FPTA and FOTA members as part of our alliance with their statewide associations. 

Disclosures: 1. Insurance Licensed in: FL, OH, TN, TX
 2. Disclosure: http://www.mutualofomaha.com/disclosure/

Association Member Benefit Specialist & Insurance Agent

Producing Sales Manager Role

Disclosures: 1.‎ Insurance Licensed in: Florida, Ohio, Arizona, Kentucky, Tennessee, Pennsylvania, Kentucky, Colorado and Georgia ‎2.‎ ‎ Disclosure: http://www.mutualofomaha.com/disclosure/‎

Field Sales Consultant

A full-service, multi-line provider of insurance, banking and financial services products, Mutual of Omaha offers products and services that provide financial protection to help families, individuals, businesses and groups achieve their goals. Our diverse offering of products and services include: 

•Annuities and Retirement Services 
•Banking 
•Critical Illness 
•Dental Insurance 
•Disability Insurance 
•Employee Benefit Plans 
•Life Insurance 
•Long-Term Care Insurance 
•Medicare Supplement Insurance 
•Voluntary/Worksite Products

Specialties:
Business Succession Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Critical Illness, Medicare Planning, Annuities, Association Marketing, Employee Benefits

Producing Sales Manager

As an insurance advisor who has spent years immersed in the physical therapy profession, I’ve come to deeply appreciate the passion, commitment, and encouragement that define PTs. My professional journey has been enriched by countless interactions with PTs, where I’ve gained invaluable insights and developed a strong sense of camaraderie.

I've had the pleasure of coaching, collaborating with, and learning from hundreds of PTs. These experiences have given me a comprehensive understanding of the unique challenges that private practice PTs face today. Navigating reimbursements, adapting to healthcare reforms, balancing patient satisfaction with profitability, and attracting ideal clients are just a few of the hurdles we encounter together.

My passion for supporting PTs stems from a profound sense of shared experience and mutual respect. My personal history is deeply intertwined with the physical therapy profession. After a life-altering 9-story fall, I underwent extensive PT sessions, guided by a doctor who later became my first PT client. My long cancer journey also brought me into frequent contact with dedicated PT professionals, whose support was instrumental in my recovery and growth.

I see myself not just as a service provider but as a partner who understands the intricacies of your work and shares your dedication to patient care. I am committed to helping you overcome business challenges and achieve success in your practice.

Our True Legacy Process is designed to equip your business for the climb ahead, providing the tools and strategies necessary to thrive. Let's take this journey together, one step at a time.

Give us a call at (614) 968-9166 – we’re here to help.

taplio

The Battle

Leah Miller, MBA

Josh Meyer

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