Fractional CFO Services

“No matter how messy it looks—we’ve seen worse, and we know where to start."

If your books are years behind, your records are scattered, or your financial systems feel like a patchwork of spreadsheets and guesswork—you’re not alone. We’ve seen it all.

‍
At Egort & Partners, we specialize in helping law firms and healthcare practices untangle financial chaos and build a clean, reliable foundation for growth.

What “Disorganized” Really Means

Disorganized financials can show up in many forms:

• Incomplete or inaccurate bookkeeping
• Missing documentation or receipts
• Outdated accounting systems
• Unreconciled accounts or trust balances
• Financial statements that don’t reflect the reality of your business

Often, business owners know something is off—but aren’t sure where to begin. That’s where we come in.

Our Clean-Up Process: Structured, Strategic, and Supportive

1. Discovery & Assessment: We start by reviewing your existing records, identifying gaps, and mapping out a path to clean, complete financials.
2. Prioritized Catch-Up: We work backward to rebuild past reports, reconcile accounts, and ensure accuracy—whether it’s 6 months or 6 years of backtracking.
3. System Upgrade: If your tools or platforms are part of the problem, we’ll recommend and implement a system that actually works for your business.
4. Reporting That Makes Sense: Once your records are clean, we prepare financial statements that reflect where your business truly stands—so you can plan forward.

Why It Matters for Law and Healthcare Businesses

For law firms, compliance and client trust accounts demand precise recordkeeping. For healthcare providers, insurance reimbursements and high-volume billing create unique complexity.

‍
We bring industry-specific knowledge to ensure your financial structure meets both operational and regulatory needs.

It’s Never “Too Late” to Get Organized

Messy financials aren’t a sign of failure—they’re a sign that you’ve been focused on serving clients and growing. Now it’s time to align the back office with your front-end success. And yes, it’s fixable. Let Egort & Partners help you start fresh—with financials you can trust.