In Partnership With
Specialized support, woven into your b3 journey.
Consult b3 works in partnership with a hand-picked group of industry-leading companies we know and trust, to bring you additional specialized services at every stage of your b3 journey. They’re part of your team, working right alongside your b3 Business Growth Advisory Coach – so everything we build together moves in the same direction.
How our partnerships work
We make the introduction
Your b3 Business Growth Advisory Coach introduces you personally and, if you’d like, joins the first conversation, so you never start from scratch with a stranger.
It's part of your plan
We stay in the loop
With your permission, we continually coordinate with our partners you’re working with, so your b3 Growth Plan and their work all move in the same direction for you.
Profit Kept
Supports Consult b3’s framework: The Vital Signs – KPIs and The Money Mirror
- Hands-on bookkeeping: Most bookkeepers send a report and move on. Profit Kept sits down with you and walks through your P&L until every number makes sense. They catch your books up, keep them accurate every month, deliver them on time, and make sure you actually understand them. One of the most hands-on bookkeeping teams we’ve seen.
- IOLTA trust accounting: 3-way IOLTA reconciliation, so client funds balance to the penny.
- Profit Ready Program: an 8-week live class, taught in small groups of no more than 8 law firm owners, where you become business financially savvy and learn to manage cash flow, protect profit, track financial KPIs and build a real financial growth plan. A must-have for firms under $1 million in annual revenue.
- Fractional CFO: an ongoing CFO partner with monthly reviews, quarterly planning and a 3-year Scaling Blueprint. A great fit for firms over $1 million in annual revenue that aren’t ready for a full-time, in-house CFO.
- Also available: payroll and tax planning.
***Ask your b3 Business Advisory Coach for more information
Get Staffed Up
Supports Consult b3’s framework: The Right Fit – The Right Seat
Get the right people in the right seats, without the cost of a local hire. Get Staffed Up was founded by lawyers who understand what law firms need. They find college-educated, full-time virtual assistants from Latin America and South Africa and match each one to your firm. Recruiting, HR and ongoing training are all handled by them, for you.
Roles your firm can add:
- Receptionist
- Intake Specialist
- Legal Asssistant
- Billing Assistant
- Client Happiness Coordinator
- Marketing Asssistant
- + content, social media, video and graphic design roles
***Ask your b3 Business Advisory Coach for more information
Not sure where to start?
That’s what we’re here for. Your Business Growth Advisory Coach will help you map out the support your firm needs, bringing our team and our partners together around one plan for your growth.