Industries — Professional Services

Bookkeeping & Tax Services for Professional Services

When your product is your time, your books have to answer one question precisely: which clients and projects are actually profitable? Most service firms cannot tell — until the books are built to show it.

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

The pain points

Where service-firm books fall short

Unbilled time and silent write-offs

Hours worked but never invoiced, and invoices quietly discounted, leak revenue that never shows up as a line item anywhere.

Contractor or employee?

A bench of 1099 contractors keeps you flexible — until a classification question or a missing W-9 turns into a tax problem at year-end.

Feast-or-famine cash flow

Big receivables, lumpy project payments, and quarterly tax estimates that never match reality. Profitable on paper, tight at the bank.

How Triumph helps

Books that price your expertise correctly

Monthly bookkeeping from $225/mo (QuickBooks Online included) with revenue and costs tracked so project and client profitability is visible, not guessed. Cleanup starts at $350 if the backlog needs clearing first.

We coordinate your quarterly estimates with your actual year-to-date numbers, and our Fractional CFO tiers — from $1,000/mo — add utilization and pricing analysis, cash-flow forecasting, and budget-versus-actual reporting.

Agencies, consultancies, and independent professionals get one team for books, taxes, and strategy: MBA-led, with a licensed CPA on staff.

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
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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
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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.