What’s the secret to a law firm that thrives—not just survives? In this episode, we sit down with industry veterans Roxanne Jensen and Bill Horton from Evolve Law to tackle the big-picture strategy behind successful firms. From rate setting to succession planning, AI to annual bonuses, this conversation is packed with hard-won wisdom and forward-thinking advice.

Whether you're a managing partner or a bookkeeper supporting one, this episode will change the way you think about law firm growth.

00:22 Guest Introductions: Roxanne Jensen and Bill Horton
00:52 Roxanne's Journey in Law and Consulting
01:48 Bill's Career Path from CPA to Consultant
03:01 How Roxanne and Bill Joined Forces
05:00 Challenges and Strategies in Law Firm Management
08:58 Importance of Business Planning in Law Firms
11:51 Raising Billing Rates: A Key to Revenue Growth
17:18 Client Feedback and Rate Tolerance
18:37 Recruitment and Retention in Law Firms
21:25 Strategic Planning and Profitability Measures
30:31 Succession Planning and Sustainability
32:58 The Pain of Annual Bonuses
33:29 Strategic Planning for Bonuses
33:53 Importance of Objective Data
34:21 Succession Planning Challenges
37:31 Organic Growth vs. Lateral Hires
38:39 Brand Transition in Succession
44:38 Disruptors and Future Planning
45:18 The Role of Strategic CFOs and COOs
54:20 Tailored Consulting Services

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Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.