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 that have outgrown their bookkeeper but aren't ready for a full-time CFO. No bloated team. No six-week timelines.
Professional services firms at a certain stage sit in a dangerous middle ground. Too large for the managing partner to track cash in their head. 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.
AI keeps your forecast current daily. No more waiting until month-end to see where you stand.
AI handles the bulk of invoice processing, so your team spends time on approvals and exceptions, not data entry.
AI surfaces discrepancies early so your team can act on them, not discover them weeks later.
Most firms implement the wrong system or the right system badly. We've done this enough times to know the difference.
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.
Red Ledge is built on 15+ years of finance leadership across professional services — spanning controllership, COO-level operations, FP&A, and systems implementations. Close cycles compressed. Forecasting models built from scratch. Finance functions rebuilt to scale. Institutional-grade standards delivered at a price point a growing firm can actually use.
$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.
A bookkeeper records what happened. Red Ledge builds the systems that tell you what's coming — cash forecasts, profitability by practice area, AR aging with collection scoring, and a close process that runs in days, not weeks. We sit above the bookkeeping layer and turn your historical data into forward-looking decisions.
Usually not. We work with what you have — QuickBooks, Sage Intacct, NetSuite, Bill.com, Ramp, Aderant, Elite, ProLaw, and others. Our systems layer on top to automate the work that currently happens manually. If your current stack is genuinely holding you back, we'll tell you that clearly and help you evaluate alternatives.
A fractional CFO is typically a senior advisor who attends meetings and reviews reports. Red Ledge builds and runs the underlying finance infrastructure — the models, the close process, the dashboards, the AP automation. We operate at the execution layer, not just the advisory layer. Many clients use us alongside a fractional CFO; others find they don't need one once the systems are in place.
Most clients have a working cash forecast and initial reporting infrastructure within the first 30 days. Full finance operations — close process, AP automation, AR cadences — typically takes 60 to 90 days to stand up completely. Engagements start as scoped projects so you see what you're getting before committing to a retainer.
AI handles the repetitive work: pulling data, reconciling accounts, flagging variances, updating forecasts, and scoring receivables. We build the infrastructure that makes it reliable — because ChatGPT alone, without the underlying systems and domain expertise, produces outputs that look right until they aren't.