
All your money in one account that disappears fast
Taxes and payroll that sneak up without warning
Bookkeeping that only tells you what already happened
Working nonstop, yet not paying yourself fairly
The fix: 5 bank accounts, weekly allocations, and a 12-week forecast—so you always know where you stand.
Clear strategy. Measurable outcomes.
🏆 2024 & 2025 Alignable Business Person of the Year Recipient


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.
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.

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.
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
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.
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.
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.
David doesn't just give you advice—he makes you feel heard, supported, and confident in your next steps.
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