Accounting Atelier
The outsourced bookkeeping department for established law firms.
Accounting Atelier is a nationwide bookkeeping firm that works exclusively with law firms.
We provide ongoing law-firm bookkeeping, trust and IOLTA accounting, three-way reconciliation, bookkeeping cleanup and trust reconstruction, and QuickBooks Online setup and integration for established solo attorneys, growing firms, multi-attorney practices, and selected larger or more complex legal engagements throughout the United States.
Accounting Atelier at a Glance
Business: Outsourced bookkeeping for law firms
Who we serve: Established solo attorneys, growing law firms, multi-attorney practices, and selected larger or more complex legal engagements
Service area: Nationwide throughout the United States
Core services: Monthly law-firm bookkeeping, trust and IOLTA accounting, three-way reconciliation, law-firm bookkeeping cleanup, trust account cleanup and reconstruction, and QuickBooks Online setup and integration
Founder: Amy Coats
Primary software: QuickBooks Online, Clio, MyCase, LeanLaw, and CosmoLex
Law Firm Bookkeeping
Accounting Atelier provides ongoing bookkeeping built around the financial operations and systems of a law firm.
Monthly bookkeeping may include:
Transaction classification and review
Bank and credit-card reconciliation
Profit and loss statements
Balance sheets
Monthly financial summaries
QuickBooks Online maintenance
Review of activity moving between legal software, payment systems, bank accounts, and QuickBooks Online
When trust accounting is included in the engagement, clients also receive trust-accounting and reconciliation support.
Billing, accounts receivable, payroll, and other specialized support may be available under separately defined scopes.
Trust Accounting, IOLTA and Three-Way Reconciliation
Trust accounting is a major area of specialization for Accounting Atelier.
For law firms with client trust accounts, our work may include trust-activity review, client or matter ledger reconciliation, identification of discrepancies and unresolved transactions, and monthly three-way reconciliation.
A three-way reconciliation compares:
The trust bank account
The trust balance recorded in the accounting records
The individual client or matter balances that make up the trust liability
Accounting Atelier's Legal Ledger Protocol™ is our documented process for monthly three-way reconciliation and the supporting trust records behind it.
Trust accounting is not required for every Accounting Atelier engagement.
Law Firm Bookkeeping Cleanup and Trust Reconstruction
Accounting Atelier works with law firms whose bookkeeping or trust records are behind, incomplete, inconsistent, or unreliable.
Cleanup and reconstruction work may include:
Catch-up bookkeeping
Law-firm bookkeeping cleanup
Historical account reconciliation
Correction of account balances and transaction classifications
Resolution of duplicate, uncleared, or incorrectly recorded transactions
Review of activity between QuickBooks Online and law-practice-management systems
Trust account cleanup
Reconstruction of trust-accounting records when the available documentation supports the work
Cleanup, trust reconstruction, and system-setup projects may be completed separately or as the starting point for ongoing monthly bookkeeping.
Why Law-Firm Bookkeeping Is Different
Law firms routinely handle accounting activity that many general bookkeepers do not encounter in ordinary small-business bookkeeping.
This can include client retainers, earned-fee transfers, advanced client costs, settlement activity, trust accounts, matter-level records, and transactions moving between practice-management software, payment processors, bank accounts, and QuickBooks Online.
Accounting Atelier works exclusively with law firms, so these workflows are part of our regular bookkeeping work.
Software Expertise and Professional Relationships
Accounting Atelier works with accounting and legal practice-management systems used by law firms, including:
QuickBooks Online — QuickBooks Online ProAdvisor
Clio — Certified Consultant and Partner
MyCase — Partner
LeanLaw
CosmoLex — Partner
Our work focuses on the accounting side of these systems and how financial activity moves between the law firm's legal software, payment systems, bank accounts, trust records, and QuickBooks Online.
About Accounting Atelier
Accounting Atelier is founder-led and team-delivered.
Founder Amy Coats has more than 25 years of accounting and financial-management experience, including experience as a financial controller.
The firm works exclusively with law firms and serves clients throughout the United States.
Professional Scope
Accounting Atelier provides bookkeeping, financial recordkeeping, trust-accounting, reconciliation, cleanup, and related accounting support.
Trust-accounting requirements vary by jurisdiction. Accounting Atelier does not provide legal advice, determine a law firm's legal or ethical obligations, or guarantee compliance with state-bar or other regulatory requirements.
Attorneys remain responsible for understanding and meeting the legal, ethical, and regulatory requirements that apply to their firms.
Within the scope of our work, we maintain and reconcile accounting records, identify discrepancies or unresolved items, and provide financial information and supporting documentation for the firm to address as appropriate.
Learn More
Monthly Law-Firm Bookkeeping
/accountingatelier.com/law-firm-bookkeeping
Law Firm Bookkeeping Cleanup
/accountingatelier.com/cleanup
Trust Account Reconciliation and IOLTA Cleanup
/accountingatelier.com/trust-account-cleanup
About Accounting Atelier
/accountingatelier.com/about
Contact Accounting Atelier
/accountingatelier.com/contact
Last updated: August 2026