We combine senior finance expertise with AI to deliver in days what traditional advisors take weeks to produce, at a fraction of the cost, with fewer errors. Fractional FP&A, cash forecasting, and finance operations for law firms and professional services firms doing $2M to $50M in revenue. No bloated team. No six-week timelines.
Professional services firms between $2M and $50M in revenue sit in a dangerous middle ground. Too large for the managing partner to track cash in their head. Too small, or too lean, to justify a full-time CFO. The result: reactive decisions, missed collection windows, and margin erosion that compounds every quarter.
Most of these problems persist because the traditional fix is hiring more people, and that's expensive and slow. The firms pulling ahead are using AI to get better answers from fewer people. The rest are still waiting for month-end to find out what happened last month.
Every engagement is structured as a defined project with clear deliverables, then transitions to a monthly retainer that keeps the system running and evolving.
Rolling 13-week cash forecasts. Revenue projections by practice area or service line. Partner and leadership profitability analysis. A CEO dashboard that replaces ten spreadsheets with one screen.
AI keeps your forecast current daily. No more waiting until month-end to see where you stand.
Invoice capture, approval workflows, and payment execution that eliminate manual processing. Proper internal controls without the overhead of another hire.
AI handles the bulk of invoice processing, so your team spends time on approvals and exceptions, not data entry.
End-to-end finance management: month-end close, AR follow-up cadences, vendor management, regulatory and fiduciary accounting oversight, and the reporting infrastructure to support it all.
AI surfaces discrepancies early so your team can act on them, not discover them weeks later.
Every engagement runs on AI systems we build and maintain for your firm. Not generic software. Not someone else's dashboard. Yours.
Ready to see what AI-augmented finance operations look like for your firm?
We are not a bookkeeping shop that upsells advisory. Red Ledge is a finance operations firm that uses AI to dramatically reduce the repetitive, error-prone work that drives up advisory costs: pulling numbers from your systems, reconciling accounts, identifying variances, and generating reports. The result is faster answers, fewer mistakes, and pricing that reflects what the work requires, not how many hours someone sat in a spreadsheet.
Deep operational experience across law firms, consultancies, and professional services. Trust accounting, partner economics, project profitability, and utilization management. No learning curve on your dime.
Your numbers get pulled, checked, and updated by AI automatically. Overdue receivables get scored by likelihood to collect. Problems surface before they become write-offs. Output that would require a two-person team, delivered without the overhead.
Every engagement starts with a scoped project so you see results before committing to ongoing work. No long-term contracts. Earn the relationship monthly.
Built by practitioners with global controllership and operational leadership experience at scale. Institutional standards, delivered fractionally.
$2M to $50M annually
10 to 300 employees
Law firms, consultancies, agencies, accounting firms, and other professional services
Finance team buried in execution with no capacity for strategic analysis, or no finance team at all beyond a bookkeeper
NYC metro and firms nationwide
Managing partner, COO, CEO, or firm administrator
The Finance Ops Scorecard assesses your firm across 12 critical dimensions, from cash forecasting maturity to close cycle time, and identifies the highest-leverage improvements available to you right now.
12 questions. 3 minutes. Immediate results.
Take the Free AssessmentNo login required. Your results stay between us.