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.

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Our Services

Lawfirm

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.

E-Commerce

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.

Trades & Professionals

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.

Man happy Working

Running a small business is hard work.

There are many must haves for the modern business to keep operations running smoothly. In addition to the core product or service, owners are now becoming digital marketers, bookkeepers, amateur tax accountants, an SEO whisperer, a payroll/ HR department, and a stack of other skills learned through necessity and determination.

We know you work hard, so let firmTRAK solutions take some of the administrative tasks off your plate. Our team is no stranger to rolling up its sleeves and completing and organizing the day to day bookkeeping and accounting functions that entrepreneurs depend on.  

Our focus on prompt, accurate, and customized reporting will move business owners out of the day to day drudgery and up to the strategic level of running their business.

Our goal is to empower entrepreneurs to have the highest and best use of their time. 

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.

Our Blog

Does Commingling your funds matter? Or, for law firm owners is it just more work?

Does Commingling your funds matter? Or, for law firm owners is it just more work?

Law firms and other business owners can be focused on the action first and the organization second when setting up...
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‘Over 60 Days, and you’re not getting paid:’ Proactive Tactics Improve Legal Billing Cycle

‘Over 60 Days, and you’re not getting paid:’ Proactive Tactics Improve Legal Billing Cycle

Today, law firms can improve their AR collections by subscribing to the firmTRAK reporting solution. This automation can outsource business...
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5 Important lessons from ‘the proper way to charge your iPhone to retain 100% battery capacity’ can teach us about running a business.

5 Important lessons from ‘the proper way to charge your iPhone to retain 100% battery capacity’ can teach us about running a business.

Many times business owners fall into established routines in their day-to-day. Every so often workflow processes and procedures should be...
Read More

Integration Partners

Smart, Agile and Customer Focused

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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

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

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FREE REPORT: KEEP YOUR LAW FIRM ON ‘TRAK’ THE BEST KPI’S FOR SUCCESSFUL LAW FIRMS

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

Start Using firmTRAK Now

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