Refer a Friend

Refer a Friend, Earn a $25–$100 Credit

Know a business owner who’s behind on their books or stressed about taxes? Send them our way — when they become a client, you earn a credit of $25 to $100, depending on the service they sign up for.

Send a Referral Call (954) 352-3927

How it works

1. Send the referral.

Tell us who they are (name and best contact) using the form below, or call us at (954) 352-3927.

2. We reach out.

They get a free consultation — no pressure, no obligation.

3. You get rewarded.

When they become a paying client, your reward is on its way.

The fine print

The fine print (plain language)

Your reward is paid after the referred client’s first paid invoice.
One reward per new client, even if more than one person refers them (first referral received counts).
You can’t refer yourself or your own business.
There’s no limit — refer as many business owners as you like.

Send a Referral

Prefer to talk first? Call (954) 352-3927.

Triumph Business and Tax Solutions LLC — MBA-led, with a licensed CPA on staff.

Triumph Business and Tax Solutions LLC is a provider of bookkeeping, tax preparation, controller, and CFO advisory services. Triumph is not a public accounting firm; services that require a license to practice public accountancy are performed by the licensed CPA on staff.