firmTRAK

firmTRAK is a cloud-based bookkeeping and reporting solution designed to provide precise financial reporting and data visualization for small businesses, including law firms, e-commerce businesses, small businesses, and building trades. According to the vendor, firmTRAK offers expertise in cloud accounting software tools, legal CRM programs, payroll integration, and comprehensive historical clean-up services. This versatile solution aims to cater to the specific needs of various professions and industries, with a focus on solo practitioners to mid-sized firms.

Cloud Accounting Software Experts: According to the vendor, firmTRAK provides specialized knowledge in cloud accounting software tools like QuickBooks Online and Xero, enabling efficient handling of daily financial tasks for small businesses.

Cloud Legal CRM Experts: According to the vendor, firmTRAK specializes in legal CRM programs such as PracticePanther and CLIO, facilitating consumer billing management and real-time access to client trust balances and outstanding invoices.

Cloud Payroll Integration Experts: According to the vendor, firmTRAK possesses extensive experience in seamlessly integrating cloud-based payroll solutions like Gusto, effectively managing diverse payment scenarios and optimizing expense management.

Training: According to the vendor, firmTRAK offers staff training and evaluates data collection, document management, and financial procedures to enhance business operations.

Historical Clean Up: According to the vendor, firmTRAK provides comprehensive historical clean-up services to outsource bookkeeping and enhance overall effectiveness.

Full Bookkeeping and Reporting: According to the vendor, firmTRAK becomes an integral part of the team, accessing data from various operating systems to deliver accurate bookkeeping and reporting.

3-Way Trust Accounting and Audits: According to the vendor, firmTRAK ensures compliance with major state bar associations by conducting thorough 3-way trust reconciliations.

Budget Creation Assistance: According to the vendor, firmTRAK assists small businesses in setting goals by developing budgets and analyzing existing profit margins.

Commitment to Prompt Communication: According to the vendor, firmTRAK prioritizes prompt communication, aiming to provide timely and reliable responses to customer inquiries.

Customer Invoice Payment Matching: According to the vendor, firmTRAK accurately matches customer payments to invoices, ensuring precise sales recording and reconciliation of payments from various merchant processors.