What’s quietly draining your business?
What’s quietly draining your business?
Does your finance routine feel like a scavenger hunt?
Most owners feel a sense of quiet anxiety about their numbers. If you identify with any of these, you aren't alone—and it's not your fault.
The "Vanishing Balance"
You know you’re making sales, but the bank account doesn't reflect your hard work. It feels like your profit is playing hide-and-seek.
The Sunday Scramble
Spending your weekends digging through emails for receipts or trying to remember what that charge was from weeks ago. It's exhausting.
The Tax-Time Blindside
Working nonstop all year, only to be surprised by a tax bill that leaves you living on leftovers. We're here to help you break this cycle.
What a path to stability might look like...
We want to see if we might be a good option to help you transition from guessing to knowing.
- Clarity: A simple weekly plan so you know exactly what is safe to spend.
- Stability: Segregated accounts that handle your taxes and payroll automatically.
- Confidence: A 12-week forecast so you can see the future, not just the past.
The Judgment-Free Zone
"We’re not here to scold you for your messy spreadsheets. We’ve lived through the same chaos, and we’re here to see if we can help you turn that noise into peace."
What Clients Say About Triumph
We want to have a conversation to see if we might be a good option for your business success.
What Clients Say About Triumph
We want to have a conversation to see if we might be a good option for your business success.
Trusted by Over 100 Business Owners Across the U.S. & Canada
🏆 2024 & 2025 Alignable Business Person of the Year Recipient
Let’s Find Out Where Your Profits Are Leaking
Most businesses have profit leaks hiding in plain sight—inefficiencies, missed insights, or financial blind spots that quietly cost thousands.
We’ll help you find them.
Claim your Free Profit Assessment and we’ll:
Review your current financial setup
Identify gaps or profit leaks
Provide a simple report with recommendations
Walk you through everything in a 45-minute review session
No pressure. No hard sell. Just real help.
From Chaos to Collaboration
You shouldn't have to carry the weight of your numbers alone. We help you transition from the "Scavenger Hunt" to a place of total financial clarity.
See if we're a fit
We want to have a conversation to see if we might be a good option for your goals. No pressure—just partnership and clarity.
45 Minutes • Judgment-Free
Chaos to Clarity
We handle the "scavenger hunt" of receipts and messy spreadsheets. We organize your past with zero judgment, only expert support.
Messy to Streamlined
Predictable Success
Finally, move from guessing to knowing. We might be the right fit to help you see exactly what's safe to spend to keep your business climbing.
Strategic Partnership
You Deserve More Than Just a Bookkeeper
Most bookkeepers do the minimum—reconcile transactions, organize receipts, and maybe send a report you don’t fully understand.
We give you more for less:
Bookkeeping with purpose: We don’t just track numbers—we use them to find leaks, highlight trends, and build strategy.
Custom financial dashboards: See what’s happening, what’s coming, and what needs attention.
CFO-level insight: Get expert advice on pricing, cash flow, budgeting, forecasting, and growth.
Monthly strategy sessions: Real conversations, not just spreadsheets.
Team support: One point of contact + a full team behind the scenes to keep your finances on track.
No hiring. No managing. No training.
You get the full benefit of a finance team without the full-time cost—or the headaches.
For the Owner Who’s Ready to Stop Guessing
Our fractional finance support is built for busy, growth-minded business owners who are ready to make better decisions and stop wasting money. Whether you’re just starting to scale or already at multi-six or seven figures, we meet you where you are and help you go further—faster.
You don’t need to be a finance expert.
You just need a team that’s on your side.
Client Wins: Real Stories, Real Results
Clarity That Drives Growth
David and the team at Triumph bring extensive business experience to assess how best to identify and correct profit leaks. Their insights gave us direction, confidence, and immediate wins
Doug S.
Fellowship Financial Services
Real Strategy, Not Fluff
I've spoken with David several times and every time I walk away with new clarity. He makes financial strategy easy to undestand and immediately actionable.
Alex V.
Courtland & Co. Accounting
From Stuck to Scaling
Dave is more than just a coach — he's a true partner. His advice helped me unlock a new level of growth I didn't think was possible.
Sean B.
Cache Consulting
Results in Just One Call
After one call. David uncovered over $30K in overlloked opportunities. He's not just looking at numbers—he's looking at what they mean for you growth.
JJ H.
Victory Leadership Coaching
Support You Can Feel
David doesn't just give you advice—he makes you feel heard, supported, and confident in your next steps.
Roshni S.
StillFire Healing Inc.
Get In Touch
Let’s Start with a Real Conversation
No pressure. No pitch. Just real insight into what’s working, what’s not, and how you can move forward with clarity and confidence. Whether you’re ready now or just exploring, we’re here to help.
Phone: 440-732-6647
Email:
