Our Services
What We Do
Strategic Financial & Business Support Designed to Help You Grow
We provide full-service financial and business mentoring solutions tailored for owners who are ready to take control of their growth, profit, and clarity.
Whether you need consistent financial insights, operational guidance, or just someone in your corner—we’ve got you.
Fractional Finance Team
Your complete outsourced finance department—from bookkeeping to CFO-level strategy—customized for growing businesses.
Basic Financial Statement Creation & Analysis
Get expert-created monthly financial reports and actionable insights—without needing full bookkeeping services.
Fractional CFO & COO Services
Executive-level financial and operational leadership without the full-time cost—ideal for scaling businesses.
Triumph Mastermind Group
Daily support and strategic mentorship for entrepreneurs who want real-time answers and community-driven growth.
Cash Flow Monitoring & Projection Services
Stay ahead of surprises with weekly cash flow tracking, forecasting, and on-call financial guidance.
Additional Solutions (Powered by Partners)
Access expert services—like websites, HR, CRM, and virtual assistants—through our vetted partner network.
Fractional Finance Team
Your Outsourced Finance Department – Fully Customized for Your Business
Our flagship service gives you access to a dedicated, expert-level finance team—without the full-time overhead. From foundational bookkeeping to CFO-level forecasting, we provide tailored packages designed for businesses generating $250,000+ annually.
Package Options (all starting from):
Foundation Essentials (starting at $1,000/month): Bookkeeping, reports, software setup, unlimited email & text support. Ideal for small businesses needing basic financial management.
Growth Gateway (starting at $4,500/month): Includes bi-weekly financial strategy sessions, custom reports, cash flow management, payroll processing, and more.
Elite Evolution (starting at $15,000/month): Fully customizable support with dedicated finance team, weekly strategy calls, forecasting, payroll, compliance, and risk management.
All packages are customizable based on transaction volume, business needs, and goals. This service replaces the need for internal bookkeepers, accountants, and even CFOs—giving you more expertise at a lower investment.
Cash Flow Clarity Program
Predictable Profits. Smarter Decisions. Real Financial Control.
Most business owners are making big decisions without knowing what their cash flow will look like next month—let alone in six. That’s where our Cash Flow Clarity program comes in.
This service gives you real-time visibility into your finances with expert forecasting, weekly insights, and strategy-backed reporting—so you can stop guessing and start growing.
Whether you prefer to stay hands-on (Partner Plan) or want us to handle the heavy lifting (Pro Plan), we’ll help you take control of your cash flow and make confident, data-backed decisions every step of the way.
🚀 Ready to gain financial clarity?
📅 Book a free clarity call now to explore which plan is right for your business.
Basic Financial Statement Creation & Analysis
Monthly Financial Clarity Without Full Bookkeeping
For businesses that already handle their own bookkeeping or use an internal team but need high-level financial analysis and support, this offering includes:
📊 Monthly financial statement creation & analysis
🔍 CFO-level insights and recommendations
📉 Trending reports on expenses and margins
📅 Monthly strategy session
💬 Unlimited Q&A support
🔄 Ongoing cash flow monitoring and reforecasting
Starts at $750/month – A cost-effective way to gain strategic financial visibility.
Triumph Mastermind Group
Daily Coaching. Weekly Strategy. Unlimited Support.
You’re not lazy. You’re not lost. You’re just tired of second-guessing your decisions without guidance.
The Triumph Mastermind is your daily advantage—a support system built for entrepreneurs who want to grow consistently without doing it all alone.
What’s Included:
Daily Live Q&A Mentoring Sessions
Weekly Group Strategy Calls
Private WhatsApp Group for ongoing support
Guest Mentors & Expert Trainings
Templates, Playbooks & On-Demand Tools
Founding Member Launch Rate: Save up to $140/month
Real support. Real answers. Every day.
Fractional CFO & COO Services
Executive-Level Support Without the Executive-Level Overhead
For growing companies needing true leadership in finance and operations, our Fractional CFO and COO offerings deliver the experience and insight of a full executive team—without the payroll burden.
Services may include:
High-level forecasting and financial strategy
Budgeting, reforecasting, and KPI planning
Pricing, scaling, and margin improvement
Operational process refinement
Staff planning and leadership development
Executive reporting and board-ready presentations
Starts at $2,000/month, depending on the scope and complexity of your needs.
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.
Additional Solutions (Powered by Partners)
We also offer specialized business solutions through our network of trusted partners to streamline operations and accelerate growth:
🌐 Website design & development
⚙️ CRM setup and automation workflows
🧾 Payroll setup & compliance
👥 HR and team management support
💼 Virtual Assistant Services
📈 Accountability coaching & implementation help
Need something specific? Just ask—we’ve built a network to help you fill in the gaps.
Not Sure What You Need?
What could be better than a no-commitment, strategy-focused conversation with our team?
We'll dive into your business, share real insights, and help you identify next steps—without pitching anything you didn’t ask for. In fact, if we try to sell you something outside of your needs during this conversation, we’ll give you $100.
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:
