CoA Template: Legal

Make bookkeeping easier for your legal practice! Whether you or your client operates as a Sole Proprietor (Schedule C), Corporation, or Partnership, these ready-to-use templates take the guesswork out of setting up your Chart of Accounts. Stay organized, compliant, and fully prepared for year-end and tax time with tools designed specifically for legal firms.

What You’ll Get:

✅ Excel Profit & Loss Template (fully editable)
✅ Excel Profit & Loss Template with Prior Year Comparison (fully editable)
✅ Excel Balance Sheet Template (fully editable)
✅ Excel Balance Sheet Template with Prior Year Comparison (fully editable)
✅ Excel Chart of Accounts Template — formatted as a Microsoft CSV file for easy upload into QuickBooks Online (fully editable)
✅ Step-by-Step Instructions for uploading the Chart of Accounts, plus a helpful video tutorial!

📌 Please Note:
The Chart of Accounts template is specifically formatted for uploading into QuickBooks Online. You can easily edit it to fit your company’s unique needs.