Your law firm deserves more than just a tax return โ it deserves a profit plan.
Hosted by Jessica Gonifas, CPA and Law Firm CFO, Beyond the Books takes you past the spreadsheets and into the strategies that fuel sustainable growth. Each episode blends tax strategy, financial clarity, and business leadership insights designed specifically for law firm owners.
From profit planning and cash flow to mindset shifts and team leadership, Jessica helps you see beyond the numbers โ so you can build a law firm that's not just successful on paper, but thriving in reality.
๐ง Tune in weekly for practical tips, real-world strategies, and candid conversations that help you create a more profitable, sustainable, and fulfilling law firm.
Before You Hire Another Employee, Redesign The Work
Someone is overwhelmed, work is slipping, and the immediate answer is "let's hire another person." Before you post that job, Jessica Gonifas makes the case for redesigning the work first. One of the most expensive mistakes a law firm owner can make is hiring a $70,000 to $150,000 solution to a problem that was never a full-time job.
In this solo episode, she shares the $100,000 job description test, the five buckets of work every firm should sort tasks into, and why full-time employees are only one tool in a much larger toolbox. She also unpacks the danger of hiring ahead of revenue, why the real bottleneck is often the process rather than the people, and a practical A-B-C-D exercise to run before any hire you are planning for 2027.
19 Oct 2026
Is Your Law Firm Visible to AI? with Jason P. Lisi
When Jessica asks new clients for the ROI on their marketing spend, the answer is almost always "I don't know."
Jason P. Lisi, a tax attorney turned marketer who has run a law firm marketing agency since 1998, explains why. He breaks down how people choose lawyers today and why your website is where every referral checks you out. He also explains what optimizing for AI search engines means for your firm's visibility, and why SEO is never set-it-and-forget-it. Then comes the part every owner needs: track every lead, ask the deeper question at intake, and compare that conference trip against a targeted, trackable campaign. Facts, not feelings.
12 Oct 2026
Your Firm Is Either Growing or Dying: Building a Law Firm Legacy | with Geoff Meyerkord
Geoff Meyerkord started his personal injury practice in a basement in April 2019. Seven years later, his wife runs the books, his oldest daughter is a practicing attorney, and he's building a firm he'd rather hand to his kids than sell to strangers.
Geoff joins Jessica Gonifas to talk about going from almost no numbers to fifteen KPIs on a weekly dashboard, the fee gap between litigated and pre-litigation files that reshaped their strategy, and his blunt advice on hiring expert help: it's scary, it feels premature, and you should do it sooner anyway.
Geoff Meyerkord
Meyerkord Law Group
LinkedIn: โ https://www.linkedin.com/in/geoff-meyerkord-law-firm/โ (https://www.linkedin.com/in/geoff-meyerkord-law-firm/)
Website: โ https://www.meyerkordlawgroup.com/โ (https://www.meyerkordlawgroup.com/)
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