Focus on your clients:
Let us lead your finance operations
Fractional CFO support for law firms using Filevine, QuickBooks Online, and Ramp
We help Filevine-based firms build strong financial foundations, gain clarity, and scale with confidence.
Whether you're launching, growing, or cleaning up your books, we meet you where you are. At Finance Skills, we help you build a finance system that works for your firm.
Our team combines deep Filevine expertise with modern finance operations to guide your firm through meaningful change. Whether you're implementing new tools or improving financial visibility, we help you design workflows, systems, and reporting that scale.
Guide your
financial workflows
We help you design how money moves through your firm.
With deep expertise in Filevine and a range of modern finance tools, we work alongside your team to shape workflows, improve visibility, and ensure that your systems are working together in the right way.
Standardize your trust accounting
Trust us with your trust accounting: it doesn’t have to be complex or inconsistent.
We help you design a clear, repeatable trust process using Filevine project funds and structured reconciliation workflows.
Our goal is to give your team full visibility and confidence in how client funds are managed.
Tap into
deeper understanding
Legal accounting processes aren’t the same as other service businesses. As members of your core team, we’re available throughout the week to support you and offer recurring bi-weekly meetings in addition to ad-hoc conversations to drive continuous improvement. With expert workflows and our QuickBooks Connect integration, we deliver case-related data from Filevine into Quickbooks in real time. Our responsiveness keeps your casework moving.
Get a free evaluation
It’s tough to know what it’s like to work with someone until you actually work together. So we make it easy. We offer a free
evaluation where we review your current situation and demo ways we may be able to help.
Our service packages
Launch: Finance Systems & Change Management
Launch with a finance system built to scale
We guide your firm through a full finance transformation, from implementing the right tools to structuring your data correctly and building workflows that connect your operations and accounting.
Our team acts as your fractional CFO during this transition, leading both strategy and execution.
Core areas we support:
• QuickBooks Online: Opening balances, catch-up trial balance activity, vendor and customer setup.
• QuickBooks Connect: Deep integration between Filevine and QuickBooks, designed and supported by our team.
• Filevine finance workflows: Billing workflows, migrations, trust balances, AR/WIP, and invoice templates. Advanced reporting including Fusions and financial insights.
• Payroll Systems: Gusto and Justworks setup and guidance. We scope this work based on your firm’s needs, with flat-fee pricing and no long-term contracts.
Expert Ramp Implementation
No more shared cards or chasing down who made a charge
Ramp assigns spending directly to individual users, creating clear accountability for every transaction. We help you design the workflows so nothing gets lost, miscategorized, or overlooked.
As a Ramp implementation partner, we help organizations design and roll out a complete expense management system that integrates seamlessly with QuickBooks Online and Filevine.
We can help with:
• Ramp account setup and card structure
• Expense policy design and approval workflows
• Integration with QuickBooks Online
• Mapping expenses to matters, clients, and cost recovery workflows
• Replacing legacy tools like Bill.com and Expensify
• Training your team to adopt Ramp effectively and feel confident using it
Ongoing Support and Continuous Improvement
Continued expert guidance as you scale
Once your systems are in place, we stay involved as your finance partner, helping you operate, refine, and improve over time.
1:1 Office Hours ($1,250/month)
Weekly meeting with a Finance Skills expert, plus inbox access for ongoing support and questions.
Finance Skills Mastermind
Learn alongside firms like yours.
We’re launching Finance Skills Mastermind, a cohort-based experience where firms at similar stages work through finance operations together.
Ask us about our upcoming groups.