Running a successful law firm requires more than legal expertise; it demands strong financial leadership.

In this episode, Charles Hatley sits down with Fractional CFO and owner of Profit Scale Thrive, Kelley Brubaker, to unpack the financial roles every law firm owner should understand, including the differences between accountants, CPAs, controllers, and CFOs—and why many growing firms benefit from a fractional CFO before hiring full-time.

They dive into what true financial leadership looks like in a law firm, how to manage cash flow, why the lockup period is one of the most overlooked yet critical financial metrics, and how budgeting should support, not restrict, your firm’s goals.

Kelley also explains when it makes sense to transition from fractional to full-time CFO support and how proactive financial planning can prevent common cash flow crises.

The conversation goes beyond the numbers, exploring how law firm owners must embrace their role as business leaders, align financial decisions with personal goals, and understand the difference between scaling and simply growing.

If you want to build a law firm that’s profitable, efficient, and aligned with the life you want to live, this episode is a must-listen.

In this episode of the Business Blueprint podcast, Charles Hatley, CEO, and Dan Cuneo, COO, pull back the curtain on one of the most misunderstood areas of leadership: business finances.

They unpack why relying on vanity metrics like gross sales can give leaders a false sense of security and explain why true success lies in understanding your net profit and real cash flow.

From breaking down the difference between percentages and actual numbers to discussing how (and when) to share financial insights with your team, this conversation is all about clarity over complexity.

From this episode, you’ll learn practical ways to simplify financial tracking, improve financial communication with your team, and build confidence in your decision-making—without overcomplicating the process.

If you’re a business owner, executive, or leader who wants to grow sustainably, this episode is a must-listen reminder that strong businesses aren’t built on flashy metrics; they’re built on understanding the bottom line.

In this episode of The Business Blueprint, Dan Cuneo and Associate Advisor with Citadel Partners, LLC, Wiley Green, dive into the strategic decisions behind commercial real estate and why your office space is far more than just a line item on a budget.

Covering everything from choosing the right location to negotiating flexible lease terms, they unpack how real estate decisions directly impact profitability, scalability, and employee retention.

The conversation explores the real value of tenant improvement allowances, the role amenities should and shouldn’t play in office decisions, and why having an experienced broker in your corner can protect your business long-term.

Whether you’re expanding, renegotiating a lease, or reassessing your current office location, this episode offers practical insights to help business leaders align their real estate strategy with their operational goals.