Industries — Health & Wellness Practices

Bookkeeping & Tax Services for Health & Wellness Practices

Practices juggle insurance reimbursements, self-pay clients, retail products, and a payroll full of different pay types — often across two or three systems that never quite agree. Your books should pull it together into one clear picture.

Book a Free Discovery Call Call (954) 352-3927

The pain points

Where practice finances get tangled

Reimbursement timing

Services are delivered today and paid weeks later. Cash flow looks broken even when the practice is healthy — unless the books track what is owed to you.

Payroll with many pay types

Hourly staff, salaried providers, commission splits, and contractors — practice payroll is where errors and tax notices breed.

Revenue streams that blur

Insurance, self-pay, memberships, packages, and product sales each need their own line, or you cannot see which part of the practice carries the rest.

How Triumph helps

Back-office support for your practice

Monthly bookkeeping from $225/mo with QuickBooks Online included: every revenue stream categorized separately, accounts reconciled monthly, and statements that show the practice's real health. Cleanup of a backlog starts at $350.

We coordinate with your payroll provider, track equipment purchases and depreciation properly, and plan taxes during the year instead of surprising you in April.

You focus on patients and clients. Triumph — MBA-led, with a licensed CPA on staff — keeps the back office current, compliant, and boring in the best way.

Straightforward pricing

What it costs

Monthly Bookkeeping

Your books closed every month, on time.

From $225/mo
  • QuickBooks Online included
  • Up to 1,000 transactions per month
  • Monthly financial statements
  • Bank and card reconciliations
Book a Discovery Call

Year-End Ready Review

A one-time check before tax season.

$265
  • Full review of your books for the year
  • Issues flagged before your return is filed
  • A clear fix list, in plain English
Book a Discovery Call

Need a finance partner, not just clean books? Our Fractional CFO services start at $1,000/mo (CFO Foundation), with CFO Operator at $2,950/mo and CEO Edge at $5,900/mo for growing companies that need forecasting, cash-flow management, and board-level reporting.

Next step

Talk to an advisor who knows your industry

Book a free discovery call and we will map your bookkeeping, tax, and back-office needs — no pressure, no obligation. Know another owner who needs this? Refer a friend and earn a $25–$100 credit when they become a client.

Book a Free Discovery Call Call (954) 352-3927

Triumph Business and Tax Solutions LLC — MBA-led, with a licensed CPA on staff. Triumph is not a public accounting firm; services that require a license to practice public accountancy are performed by the licensed CPA on staff.