Virtual Counsel is a legal firm for fast-moving businesses. They help startups and growth-stage companies handle legal complexity with simplicity. But like many professional service firms crossing into the seven-figure range, their back office was holding them back.
Their legal game was elite. Their tax strategy? Nonexistent.
That’s where we stepped in.
The Problem: No Strategy, No Savings
When Virtual Counsel came to us, they were profitable—but exposed.
- High income, but no entity strategy
- No proactive tax planning
- Bookkeeping was functional, not strategic
- No reporting tied to decisions
They were filing taxes. But they weren’t doing anything to reduce them.
The Fix: Real Structure, Not Just Compliance
We didn’t just tidy up their books. We rebuilt their financial foundation with scale and tax efficiency in mind.
Here’s what we did:
- Reorganized their entity structure to reduce self-employment tax
- Implemented advanced tax strategies for immediate and future savings
- Built real-time financial visibility into key metrics
- Created a strategic roadmap for profitability, cash flow, and future planning
This wasn’t a cleanup. It was a financial transformation.
The Results: $220K+ in Tax Savings—and a Strategic Finance Engine
In less than two years, Virtual Counsel saved over $220,000 in taxes.
But just as important, they moved from reactive to proactive. From tax season panic to year-round clarity.
They now have:
- A financial system designed for scalability
- Reporting that helps guide decisions
- Strategic tax planning built into operations
They don’t just practice law. They now run a firm positioned to grow and exit like a real business.
Client Testimonial
“Working with Bennett Financials has completely changed how we look at our finances. We’re not just compliant—we’re in control.”
—CEO, Virtual Counsel
Want Results Like These?
If you’re earning over $1M and still relying on tax prep instead of tax strategy, you’re overpaying.
We help professional service firms save six figures in taxes, scale cleanly, and build real financial infrastructure.
Book Your Strategic Finance Consult and let’s get to work.