You’re In
Here’s your Law Firm Chart of Accounts template.
Click the button below to download it — then save it somewhere handy. It’s yours to keep and edit.
Three steps to put it to work
1. Start on the “Read Me” tab. It lays out the three ideas the whole chart is built around — operating vs. trust, earned vs. unearned, and advanced client costs — so the structure makes sense before you import.
2. Import the CSV into QuickBooks Online. Settings (gear) → Import Data → Chart of Accounts → upload, map the columns, review, import. Turn on account numbers first under Settings → Account and Settings → Advanced.
3. Trim what you don’t need. It’s a starting point, not a straitjacket — delete any accounts that don’t fit your practice.
One honest note: a template gets your structure right on day one. Keeping it clean every month — landing every transaction in the right place, moving retainers from unearned to earned, reconciling trust to the penny — is the real work. That’s what we do for the law firms we serve, handed back to you as a plain-English dashboard you can open any time.
Want your books built and maintained this way?
Book a bookkeeping review →