Trak Financial Services

FINANCIAL EXCELLENCEBuilding long-term relationships through excellence and results.

Certified public accountant in Philadelphia, PA (show on map)

5.0

★★★★★

1 reviews

Trak Financial Services offers comprehensive business services including accounting, business valuation, business brokering, business coaching, CFO services, equipment appraisal, and tax solutions.

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About

Trak Financial Services is a full-service financial firm offering accounting, business valuation, business brokering, business coaching, CFO services, equipment appraisal, and tax services. Their accounting services include outsourced accounting, financial reporting, bookkeeping, and compliance monitoring.

Business valuations are conducted by certified CPAs with extensive experience. The business brokering team ensures confidential and efficient sales at fair prices. Business coaching is powered by FocalPoint, focusing on leadership development. CFO services provide outsourced financial support, including strategic planning, cash flow analysis, cost cutting, and M&A facilitation. Equipment appraisals meet USPAP standards and cater to sellers and buyers. Tax services cover individual and business tax planning, compliance, and credits such as R&D tax credits. The firm operates in multiple locations including the Bay Area, Colorado, Florida, Philadelphia, Phoenix, and Utah.

Professional and accurate business valuation

Comprehensive marketing strategy for business brokering

FocalPoint Business Coaching expertise

USPAP-compliant equipment appraisals

100% CPA tax professionals

Services

Accounting

Trak accounting services professionals provide clients with robust, value-added accounting and outsourcing services and support. We give business owners and management the insight they need to prosper. Quality CPA accounting services with Fortune 500 client experience at a reasonable price.

Outsourced accounting Financial reporting Financial statement preparation Accounting software setup Bill paying Sales tax registrations Sales tax compliance Tax credits (e.g., R&D Tax Credit) Compliance monitoring Business licenses & permits Transfer Pricing (IRS Section 482) QuickBooks cleanup Financials re-work Bookkeeping Accounts payable/receivable Accounting Policies Cash flow management Business start-up consulting Budgeting and forecasting Incorporation & LLC Filings Annual Report filings Registered Agent services

Business Valuation

Our business valuations are performed by CPAs who have completed hundreds of certified business valuations.

Business Brokering

We are determined to sell your company confidentially, efficiently and for the right price and terms for you.

Professional and accurate business valuation Comprehensive marketing of the business Customized marketing materials Screening of potential buyers Due diligence support Negotiation of pricing and terms Financing and closing coordination

Business Coaching

Powered by FocalPoint Business Coaching. Never in history have business owners needed to know more and do more to be successful, and sustain it.

Removal of self-limiting beliefs Guidance towards realizing full potential Industry expertise combined with leadership coaching

CFO Services

We provide expert outsourced accounting and financial support for a fraction of the price. We help you grow with confidence.

Strategic financial planning Cash flow analysis Cost cutting Facilitating Mergers & Acquisitions Capital structure determination Investor and lender communication Financial statement preparation Tax planning and compliance Cash flow optimization Vendor and commission restructuring Supply chain management

Equipment Appraisal

Whether you need to know the fair market value, orderly liquidation value and/or forced liquidation value of your equipment, our equipment appraisal experts provide you with an accurate and timely equipment appraisal report at a great value.

Compliance with USPAP standards Accurate valuation of machinery and equipment Market analysis and benchmarking Support for sellers and buyers