Your Profitable Law Firm

Kelley Brubaker

Guiding law firms to overflowing profits 💰 scaled growth 🌱 and thriving lives 😎 This is your source of business insights and money mindset with a little bit of humor tossed in. Hosted by Kelley Brubaker, CPA who is a business advisor and entrepreneur. Kelley knows there is an easier way to make money as a small business owner and that's what she's here to help you do.

  1. 4d ago

    Ep 168 | Why Most Small Business Owners Never Understand Their Numbers (And What to Do About It) | Danielle Hayden

    Why Most Small Business Owners Never Understand Their Numbers (And What to Do About It) | Danielle Hayden Danielle Hayden is a CPA, former corporate CFO, and the CEO of Kickstart Accounting Inc., where her team of nearly 50 serves thousands of small business owners through bookkeeping, CFO services, and tax preparation. She also hosts the CEO Numbers Network podcast. In this episode, Danielle joins Kelley Brubaker to talk about why so many business owners avoid their finances, what childhood money stories have to do with how you run your business today, real difference between bookkeeping and accounting and why most owners blur the two, what clean books actually look like and why they matter beyond tax season, and how to start paying yourself what you are actually worth. Connect with Danielle: Website: https://www.kickstartaccountinginc.com LinkedIn: https://www.linkedin.com/in/danielle-hayden-kickstartaccounting/ Instagram: @kickstartacct YouTube: https://www.youtube.com/@CEONumbersNetwork Podcast: CEO Numbers Network Email: danielle@kickstartaccountinginc.com Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging- the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple- ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Schedule a meeting with me: https://www.profitscalethrive.com/contact LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #Bookkeeping #SmallBusinessFinance

  2. Sep 23

    Ep 167 | Why Law Firms Are Flying Blind on KPIs and What to Do About It | Sachin Bakhai

    Why Law Firms Are Flying Blind on KPIs and What to Do About It | Sachin Bakhai Sachin Bakhai is the CEO and founder of LawKPIs, a platform that integrates with Clio and MyCase to deliver AI-powered KPI dashboards built specifically for law firms. In this episode, Sachin joins Kelley Brubaker to talk about why most law firm owners are making critical business decisions without reliable data, which KPIs actually matter versus which ones are just noise, how to set targets that reflect your firm's specific financial model, and what happens when law firm owners finally see their numbers clearly for the first time. They also cover the overlap between financial clarity and operational performance, and how dashboards built on practice management software data can replace the spreadsheet chaos most firms are living with right now. Free resource for Your Profitable Law Firm listeners: Law Firm: Profit and Performance Playbook (free download): https://go.lawkpis.com/profit-performance-playbook/ Schedule a discovery call with LawKPIs: Use Kelley's referral link for 10% off: https://referrals.lawkpis.com/r/profitscal-yladp0 LawKPIs dashboards by platform: Clio: https://www.lawkpis.com/clio-dashboards/ MyCase: https://www.lawkpis.com/mycase-dashboards/ Connect with Sachin: Website: https://www.lawkpis.com LinkedIn: https://www.linkedin.com/in/sbakhai/ Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Schedule a meeting with me: https://www.profitscalethrive.com/contact LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #LawFirmKPIs #LegalTech

  3. Sep 16

    Ep 166 | How Law Firm Owners Can Scale Without Becoming the Bottleneck | Matt Symes

    How Law Firm Owners Can Scale Without Becoming the Bottleneck | Matt Symes Matt Symes is a transformation strategist, AI-first architect, and founder of Levership, where he has worked with more than 500 organizations and contributed to over $1 billion in profitable growth. In this episode, Matt joins Kelley Brubaker to talk about the constraint that stops most founder-led law firms from scaling: the owner. Matt breaks down his 10-80-10 framework for using AI without losing control, explains why not all revenue is good revenue, walks through how to identify what is actually breaking under scale versus what just feels urgent, and shares why the goal is to shift from operator to architect before growth demands it. Connect with Matt: Website: https://levership.com LinkedIn: https://www.linkedin.com/in/matt-symes-8328a765/ Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Schedule a meeting with me: https://www.profitscalethrive.com/contact LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #LawFirmScaling #AI

  4. Sep 2

    Ep 165 | The Hidden Friction Tax: How Operational Inefficiencies Are Costing Your Law Firm Money | Tricia Warren

    The Hidden Friction Tax: How Operational Inefficiencies Are Costing Your Law Firm Money | Tricia Warren Tricia Warren is the CEO and founder of TLW Integrated Solutions and the Operations Friction Fixer. She works with law firms and professional service businesses as a fractional COO to eliminate the operational drag that quietly costs money, burns out staff, and frustrates clients. In this episode, Tricia joins Kelley Brubaker to break down what the friction tax is, how to find it in your own firm, why most law firm owners mistake an operations problem for a people problem, and how to use standard operating procedures and automation to build a firm that does not depend entirely on the owner showing up every day. Connect with Tricia: Website: https://www.thefrictionfixer.com LinkedIn: https://www.linkedin.com/in/triciawarrenmba/ YouTube: https://www.youtube.com/@TheOperationsFrictionFixer Book - The Intelligent Firm: https://a.co/d/0dTVOxoL Upcoming events featuring Tricia: Take Charge! Conference — State Bar of Georgia, Atlanta Session: The Intelligent Firm: From Overwhelmed to Optimized Date: September 17-18, 2026 Register: https://www.gabarsolo.org Future Crafters AI Symposium — Atlanta Session: From Intention to Intelligence — Finance, Operations & Supply Chain Date: September 17, 2026 Register: https://www.thefuturecrafters.org Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Schedule a meeting with me: https://www.profitscalethrive.com/contact LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #LawFirmOperations #FractionalCOO

  5. Aug 26

    Ep 164 | How Attorneys Can Build a Book of Business Without Feeling Like a Salesperson | Dena Lefkowitz

    How Attorneys Can Build a Book of Business Without Feeling Like a Salesperson | Dena Lefkowitz Dena Lefkowitz is an attorney turned executive coach who works with lawyers to build books of business on their own terms. In this episode, Dena joins Kelley Brubaker to talk about why most attorneys hate the idea of rainmaking, why that resistance is costing them more than they realize, and what a sustainable business development approach actually looks like for someone who went to law school specifically to practice law, not sell it. Dena walks through her Rainmaker Pyramid framework, the difference between transactional networking and genuine relationship building, why introverts can be exceptional rainmakers, and the mindset shift that separates attorneys who consistently grow their book of business from those who wait and hope. Free resource for Your Profitable Law Firm listeners: Rainmaking Self-Check — a free assessment to identify your rainmaking strengths and gaps: https://achievementbydesign.com/rainmaking-self/ Connect with Dena: Website: https://achievementbydesign.com LinkedIn: https://www.linkedin.com/in/denalefkowitz/ Email: dena@achievementbydesign.com Book - Winning Your Own Court: A Guide for Successful Women Attorneys: https://www.amazon.com/Winning-Your-Own-Court-Successful-ebook/dp/B0CGN643MK/ Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Schedule a meeting with me: https://www.profitscalethrive.com/contact LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #Rainmaking #BookOfBusiness #LegalMarketing

  6. Aug 19

    Ep 163 | A CFO Reviews a Real Law Firm P&L… Here Is What She Found

    A CFO Reviews a Real Law Firm P&L… Here Is What She Found NOTE FOR SPOTIFY LISTENERS: This episode includes a live screen share walkthrough of a real law firm profit and loss statement. To follow along with the visuals, watch the full video on YouTube here: https://youtu.be/_RaUprFhhTA Kelley Brubaker, CPA and fractional CFO for law firms, walks through a real anonymized profit and loss statement from a family law firm generating $3.7 million in annual revenue. No guest, no theory ... just Kelley and the actual numbers, pointing out what she sees, what she would ask, and what she would change. She covers the rule of thirds, how to read net income as a percentage of revenue, where client costs belong on a P&L, why payroll ratios matter more than the dollar amount, how S corp owners often miss a key health insurance deduction, and why advertising and marketing needs to be broken down by channel to be useful. This is the episode for any law firm owner who has ever looked at their P&L and felt like they were missing something. Want Kelley to review your P&L on a future episode? Send your P&L to: podcast@profitscalethrive.com It is completely free. Kelley will anonymize all identifying information before anything goes public. You will receive a full walkthrough before the episode airs. Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Schedule a meeting with me: https://www.profitscalethrive.com/contact LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #ProfitAndLoss #LawFirmFinance

  7. Aug 12

    Ep 162 | Why Law Firms Lose Revenue Before a Single Ad Is Placed | Scott Berry

    Why Law Firms Lose Revenue Before a Single Ad Is Placed | Scott Berry Scott Berry is the founder and president of MarketCrest, a law firm growth company specializing in immigration and family law. He joins Kelley Brubaker to make the case that most law firms don't have a lead problem, they have a client acquisition problem. In this episode, Scott breaks down the five revenue leaks killing law firm growth, why unanswered calls cost more than any marketing campaign, what elite intake actually looks like, how to use the math of your own pipeline to set growth targets without guessing, and the Rule of Nine follow-up system he developed to recapture clients who didn't hire on the spot. Connect with Scott: Website: https://marketcrest.com LinkedIn: https://www.linkedin.com/in/mscottberry/ Book - The Law Firm Intake Playbook: https://a.co/d/0hdbIHg7 Free resources including lead-to-revenue calculator: https://marketcrest.com/media/free-marketing-resources/ Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact Continue the discussion on social! LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #LawFirmMarketing #LawFirmIntake

  8. Aug 5

    Ep 161 | How Law Firms Can Use AI for Intake, Client Communication, and Operations | Alejo Pijuan

    How Law Firms Can Use AI for Intake, Client Communication, and Operations | Alejo Pijuan Alejo Pijuan is a fractional AI officer who works with law firms on AI strategy and implementation through his company AmplifyVoice. In this episode, Alejo joins Kelley Brubaker to talk about why most law firms are losing clients to voicemail, how AI voice agents can handle intake without making callers feel like they are talking to a robot, and what attorney-client privilege actually means when AI is involved. Alejo also breaks down how the right AI approach changes depending on firm size, shares a powerful tip for using AI more accurately (ask it how confident it is and what it might have missed), and explains why the biggest AI mistakes come from people problems, not technology problems. Connect with Alejo: Free 30-minute consultation: https://cal.com/alejo-amplify-voice/30min-w-alejo  Claude for legal quick start guide: https://www.youtube.com/watch?v=db6i06tTIAs  "Is Claude For Legal Safe?" Webinar (aka Attorney-client privilege in AI webinar): https://www.youtube.com/watch?v=Lg7NWXUZzRM  My LinkedIn profile if they want to get in touch: https://www.linkedin.com/in/alejopijuan/ Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P Check out my free resources here: https://www.profitscalethrive.com/link-in-bio Curious to learn how I can help you achieve overflowing profits, scaled growth, and thriving lives? Schedule a meeting with me: https://www.profitscalethrive.com/contact Continue the discussion on social! LinkedIn: https://www.linkedin.com/in/kelleybrubaker/ YouTube: https://www.youtube.com/@profit.scale.thrive #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits #AI #LegalTech #LawFirmAI

5
out of 5
4 Ratings

About

Guiding law firms to overflowing profits 💰 scaled growth 🌱 and thriving lives 😎 This is your source of business insights and money mindset with a little bit of humor tossed in. Hosted by Kelley Brubaker, CPA who is a business advisor and entrepreneur. Kelley knows there is an easier way to make money as a small business owner and that's what she's here to help you do.

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