firmTRAK Solutions

Accountant · 221 East Front Street, Bloomington, Illinois

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About us

We offer law firm accounting and bookkeeping with staff that can fully integrate your practice software with your accounting software and know the pitfalls for doing so. Our clients can also receive help generating customer billing each month through software such as CLIO or PracticePanther.

On the reporting side, firmTRAK has a plug and play app to show a robust set of law firm key performance indicators and metrics in the most important areas of a law firm including, clients, matters, trust, AR, and matter tracking.

Meet the team

firmTRAK Solutions advisors: 4 - Xero certifications: 2

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Ryan Oltman

Partner at firmTRAK Solutions

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Helping attorneys with their bookkeeping and trust accounting since 2014.

firmTRAK Solutions: Bank experience

Clients of firmTRAK Solutions connect to a range of banks via Xero. firmTRAK Solutions specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

American Express (US)
Chase Bank (US)
Heartland Bank and Trust Company
Mercury

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firmTRAK Solutions: Industry experience

firmTRAK Solutions works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Professional services

firmTRAK Solutions : App experience

firmTRAK Solutions serves clients who use 6 different apps that connect and integrate with Xero.

Connected apps

Find us

firmTRAK Solutions has an office in 1 location

Bloomington: 221 East Front Street, Bloomington, 61701, Illinois; +1 309-556-7016

New to Xero? firmTRAK Solutions can help

Xero is beautiful online accounting software for smaller businesses. firmTRAK Solutions can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.