Law Firm Bookkeeping.
Trust Accounting.
IOLTA Compliance.
Accurate, up-to-date, tax-ready financials for established law firms- managed by a responsive team that understands law-firm accounting and the systems your firm uses.
Call or text (414) 207-8064
Trusted by
Law Firm Bookkeeping You Don’t Have To ManageYou should not have to wonder whether the books are current, whether the trust records tie, or whether your bookkeeper understands the systems behind the work. Accounting Atelier handles the bookkeeping, reconciliation, reporting, and follow-up-so the work stays off your list.
-
![A closed silver MacBook laptop resting on a black leather chair with a tufted backrest.]()
Stop chasing the status of the books.
Accounts are reconciled consistently, reports are delivered through a defined monthly process, and open items are raised before they linger.
-
![Two people are examining a document inside a plastic cover, with one person holding the document and the other resting their hand on it.]()
Know where the trust records stand
We compare the trust bank account, QuickBooks Online, and individual client or matter ledgers-and document anything that does not agree.
-
![A woman in a gray plaid blazer sitting at a conference table, smiling, with a tablet and glasses in front of her during a meeting.]()
Work with a team that already understands law firms.
You do not have to explain retainers, earned-fee transfers, advanced client costs, settlement activity, or how your legal systems connect to the books.
-
![A white table with a closed laptop, a coffee cup on a matching saucer, a stack of papers, and a chair in a softly lit room.]()
Get issues brought to you-not buried.
When something needs an answer or decision, we identify it, explain what we found, and tell you what is needed next.
Our Services
Monthly Law-Firm Bookkeeping
Keep the books current, close the month consistently, and receive financial reporting without having to manage the process behind it.
Trust Accounting and Three-Way Reconciliation
Know whether the trust bank account, accounting records, and individual client or matter ledgers agree-and what needs attention when they do not.
Bookkeeping Cleanup and Trust Reconstruction
Correct unreliable or incomplete records and establish a dependable starting point for the work going forward.
QuickBooks Online Setup and Integration
Build an accounting setup that reflects how your firm receives, moves, records, and reports financial activity across its systems.
Billing, accounts receivable, payroll, and specialized support are available within separately defined scopes.
Law Firm bookkeeping is the starting point here
Accounting Atelier is the outsourced bookkeeping department for established law firms. We manage monthly bookkeeping, trust accounting, cleanup, and system setup in QuickBooks Online alongside the legal and payment systems your firm uses.
Law-firm bookkeeping involves retainers, earned-fee transfers, advanced client costs, settlement activity, trust accounts, and practice-management software. We understand how activity should move between your legal system, payment processor, bank accounts, and accounting records-and how to investigate it when something does not flow correctly.
We work exclusively with law firms, including established solo attorneys, growing firms, and multi-attorney practices nationwide.
We don’t just use these platforms. We’re certified in them.
Our certifications and partnerships reflect hands-on knowledge of the accounting and legal systems law firms rely on.
We understand how these systems connect to your firm’s bookkeeping and trust-accounting processes.
The Legal Ledger Protocol™Trust accounting should not leave you wondering whether the numbers really tie.
A bank reconciliation alone does not show whether the accounting records and individual client or matter ledgers agree.
Discrepancies, uncleared items, and unresolved activity are identified and documented rather than carried forward without explanation.
The Legal Ledger Protocol™ is Accounting Atelier’s documented process for monthly three-way reconciliation and the supporting trust records behind it.
Each month, we compare:
The trust bank account
The accounting records
The individual client or matter ledgers
How we workWhat working with us actually looks like
Working with us is straightforward and dependable: we listen, clarify your goals, and deliver accurate, timely financial guidance tailored to your business.
Experience behind the workAccounting Atelier is founder-led and team-delivered
Founder Amy Coats brings more than 25 years of accounting and financial-management experience, including work as a financial controller.
The team works through defined workflows, legal-industry training, preparation and review standards, and documented client processes.
Proof points:
25+ years of accounting and financial-management experience
Former financial controller
Accounting services dedicated exclusively to law firms
Firms served nationwide
Attorney at Work contributor
Featured or quoted in Forbes
Trusted by 100+ Firms Nationwide
From the Journal
FAQ
-
Accounting Atelier works with established solo attorneys, growing firms, multi-attorney practices, and selected larger or more complex legal engagements. Firm size alone does not determine fit.
-
No. We provide monthly law-firm bookkeeping, cleanup, QuickBooks Online setup, and system-integration support for firms with and without trust-accounting responsibilities.
-
Accounting Atelier is founder-led and team-delivered. Clients work with an assigned point of contact backed by documented workflows, defined responsibilities, and team coverage.
-
Monthly clients receive a profit and loss statement, balance sheet, and financial summary. When trust accounting is included, clients also receive a trust reconciliation package.
-
We review the available records and define the work needed to correct them. Catch-up bookkeeping, cleanup, and trust reconstruction are scoped separately from the ongoing monthly engagement.
-
Yes. Cleanup, trust reconstruction, and QuickBooks Online setup and integration may be completed as separately scoped projects.