Trak Financial Services
Building long-term relationships through excellence and results
5.0
Trak Financial Services provides comprehensive business services including accounting, business valuation, business brokering, CFO services, and tax across multiple US locations.
About
Trak Financial Services provides comprehensive business services with locations in Bay Area, Southern California, Denver (Parker CO), Florida (Melbourne FL), Philadelphia (Northeast Philadelphia PA), Phoenix (Gilbert AZ), and Utah (Highland UT). They offer financial excellence, results, and great experience with integrity.
Services include accounting, business valuation, business brokering, business coaching (powered by FocalPoint), CFO services, equipment appraisal, and tax services.
Services
Accounting
Robust, value-added outsourced accounting services including financial reporting, statement preparation, accounting software setup, bill paying, sales tax compliance, QuickBooks cleanup, bookkeeping, and cash flow management.
Business Valuation
CPA-led business valuation services performed by experienced professionals who have completed hundreds of certified business valuations meeting IRS, SBA, and USPAP requirements.
Business Brokering
Confidential business sales with professional valuation, comprehensive marketing, buyer screening, due diligence support, and negotiation assistance.
Business Coaching
Powered by FocalPoint Business Coaching for time, team, money management and exit strategies with results guaranteed.
CFO Services
Outsourced CFO and fractional CFO services providing financial strategy, reporting, forecasting, budgeting, capital raising, and M&A support.
Equipment Appraisal
USPAP-compliant equipment appraisals for fair market value, orderly liquidation value, and forced liquidation value.
Credentials & Certifications
Reviews
