Trak Financial Services
What we could verify
- Registered business?
- Registration found: Colorado Secretary of State, status Good Standing, formed 2023
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
2 of 5 answered from a dated source.
Documents 2 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Trak Financial Services | home page | |
| Website | https://trakfinancialservices.com/ | home page | |
| Office locality | Parker, CO | /about-the-firm | |
| Phone | +16504745858 | home page | |
| Offers bookkeeping | Documented: ...& permits Transfer Pricing (IRS Section 482) QuickBooks cleanup Financials re-work Bookkeeping Accounts payable/receivable Accounting Policies Cash flow management Business... | /accounting-services | |
| AP / AR | Documented: ...Transfer Pricing (IRS Section 482) QuickBooks cleanup Financials re-work Bookkeeping Accounts payable/receivable Accounting Policies Cash flow management Business start-up... | /accounting-services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Outsourced accounting. Save money! Financial reporting. Never be in the dark again. Financial statement preparation Accounting software setup Bill paying Sales tax registrations... | /accounting-services | 6 pts (max 6) |
| Software supported | QuickBooks | /accounting-services | 5 pts (max 5) |
| What is included / excluded | Documented: ...which the business operates, obtaining significant relevant industry data that will be included in the final report, providing industry risk profile for valuation calculations.... | /business-valuation-services | 5 pts (max 5) |
| Onboarding described | Documented: ...their businesses, industry conditions, and the financial drivers that determine value. Our process emphasizes detailed financial analysis, sound judgment, and clear, well-supported... | /business-valuation-services | 4 pts (max 4) |
| Entity found in the state business registry | Business registration found: Trak Financial Services PLLC · CO entity ID 20231385685 · Colorado Secretary of State · Good Standing | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2023-04-05 (formation date of a Colorado-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Payroll coordination (0 pts, max 4); Industries served (documented) (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3).
Check it yourself on the state's own records: Colorado State Board of Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: Colorado Secretary of State business entities (data.colorado.gov 4ykn-tg5h) lists Trak Financial Services PLLC (CO entity ID 20231385685), status Good Standing, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2023-04-05 as the formation date of a Colorado-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 22 evidenced items come from Trak Financial Services's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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