Northgate Software
#InvestmentsCompetent investments grew company capital by 30%.
\ Overview \
A partnership tangled in its own accounts
Hale & Moreno, a twelve-partner law firm, ran partner draws, case-cost advances and reserves through a maze of overlapping accounts. Month-end took weeks and nobody trusted the numbers.
We simplified the firm's accounts and put flexible safeguards around its capital — one clear structure the managing partner could explain in five minutes.
\ Challenge & Approach \
What we did
The challenge. Irregular case income collided with fixed partner draws, and reserves sat in the wrong places. The firm needed simplicity first — then protection for the capital it had already earned.
Our approach. We consolidated accounts into operating, partner and reserve pools, set draw rules tied to collected revenue, and moved reserves into protected, tax-aware holdings with a written distribution policy.
- Three-pool account structure with clear rules for every dollar.
- Revenue-linked partner draw policy ending month-end disputes.
- Protected reserve holdings with tax-aware placement.
- Plain-language monthly pack for all twelve partners.
\ Outcome \
Clarity the whole partnership trusts
Month-end closed in days, reserves protected, draws dispute-free.
3
Clear account pools
12
Partners on one policy
1
Monthly report pack
100%
Reserves protected
\ Related Work \
More cases
Brightway Marketing
#Financial AdvisoryComprehensive planning, management and investment advice.