An attorney and small business bookkeeping service company with a focus on actionable reports. We were founded by attorneys and accountants to provide top tier accounting for attorneys and expanded reporting with our firmTRAK Visualize App.


Why Choose Us?

Get Time Back

Our experts in cloud accounting and software tools have the experience to handle the daily financial tasks required to run your business. Stop dreading the monthly or annual bookkeeping crunch and stay up to date with help from firmTRAK.

Make Better Business Decisions

Our expanded reporting tool for law firms harnesses your data for clear visual reporting. Log in to the application from anywhere to view your dashboard. firmTRAK is not limited to law firms either. Our reporting know-how extends to all types of small business. 

Save Money

Our team has flat fee value based pricing. Since we don’t charge hourly, our rates typically save you money when we produce tax file ready, polished reports that go to the tax accountant with no fuss.

firmTRAK Introduction

Your dependable business development and efficiency partner. To streamline operations, we provide specialized solutions, data-driven insights, and performance management tools. We provide smooth communication and scalable flexibility with our risk mitigation and collaboration systems. We enable your success with unmatched support. Choose firmTRAK to learn more.

Our Services


We have over 10 years experience providing accounting solutions and expanded reporting for law firms. Our founding partner is a practicing attorney and knows what law firms need to be successful.


Our team has the experience to implement organizational discipline to keep your online store running smoothly. firmTRAK can provide accurate and timely reporting with your chosen merchants and technology subscriptions.

Small Businesses

firmTRAK is a small business itself, and knows the dedication it takes to be successful.  That is why the heart of our company is helping small shops succeed.

Building Trades

Customer service and communication are the driving force behind the trades and professional services.  firmTRAK leads by example and can help your trade or professional business get organized and better serve your clients.

Our Blog

Setting Your Rates: Pricing Strategies for Professional Services Firms

Setting Your Rates: Pricing Strategies for Professional Services Firms

Introduction Setting a price for your professional services can be difficult and complicated. While maintaining your competitiveness in the market,...

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firmTRAK Attends ClioCon 2023 in Nashville

firmTRAK Attends ClioCon 2023 in Nashville

Introduction:  Last week firmTRAK attended CliCon in the one and only Music City.  CloCon is the annual event for Clio,...

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firmTRAK’s Unforgettable Experience at the ISBA Conference

firmTRAK’s Unforgettable Experience at the ISBA Conference

Introduction Keeping up with the latest developments in legal technology is essential for law firms that want to prosper in...

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Integration Partners

Smart, Agile and Customer Focused

Have a report or integration in mind? firmTRAK has the ability to build reporting and integrations to meet your needs. Email us for more details.

How it Helped Others

“Using firmTRAK has been vital to me reclaiming passion for my practice, my clients, and my overall quality of life. The easy-to-use dashboard allows me to check the health of my practice in real time.”
rich marvel

Richard Marvel

Marvel Law
As a successful attorney, we at firmTRAK are here to help you achieve the most that you can.

“firmTRAK fills a critical void in understanding and calculating the metrics of my law firm – both financial KPI’s and case-by-case revenue tracking. It takes the information already available in my practice management software and turns it into easy to follow visualizations that are incredibly powerful. And the best thing about it may be that I don’t have to do much, if anything, to get there. Since I am already inputting the base-level information (i.e. – matters, expenses, invoices, payments, etc.) in my practice management software, firmTRAK is practically self-sufficient. As a busy law firm owner, I don’t have much time to input additional information or calculate key performance indicators. Thanks to firmTRAK, I don’t have too.”


Steven Lefkoff

Lefkoff Law, LLC
“I have my own growing law practice with several employees. Not only does firmTRAK do the bookkeeping and accounting that I need, but they integrate with my law practice software (Clio) and accounting software (Xero) in order to provide me with KPI information about my practice through their firmTRAK solution. All at a price that’s less than if I hired a regular bookkeeper! I did a lot of research and looking around before I went with firmTRAK, and I am very happy with them.”
Headshot Jose Padilla

José M. Padilla

Padilla Law, PLLC

Schedule A Demo


Download firmTRAK’s free report to learn how top law firms harness their data to grow and profit.

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Start Using firmTRAK Now

firmTRAK is the perfect expanded reporting add-on for users of CLIO and PracticePanther