Resources

Resource Hub

Free tools, guides, books, and training from the Triumph team — the same resources we give our own clients, in one place.

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

Start anywhere

Books, checklists, training & tools

Books by Rafael Rodriguez, Jr., MBA

The Small Business Accounting & Tax Series — including Accounting for Beginners, Accounting for Business Owners, and Accounting for Contractors & Home Services.

Browse the books on Amazon

Year-End Checklist

The free checklist our sister company, The Remote Bookkeepers, gives clients to close the year clean and walk into tax season ready.

Get the checklist

Fractional CFO Services

Cash-flow forecasting, KPI dashboards, and board-level reporting — CFO Foundation from $1,000/mo, Operator $2,950/mo, CEO Edge $5,900/mo.

Explore CFO services

CEO Masterclass

The CEO's Edge Masterclass: a working session for owners who want command of their numbers, pricing, and growth plan.

See the Masterclass

Free Live Training

Live Training sessions every Wednesday at 2:00 PM ET on Zoom — practical bookkeeping and tax topics for owners, free to attend.

Join a session

Blog & Tax Guides

Plain-English guides from the Triumph team: entity choice, gig-driver taxes, Florida sales tax, and more.

Read the guides

Events

Masterclass dates, live trainings, and what is coming up at Triumph.

See events

Vendor Database

Cut what you pay vendors. Our Total Source Network procurement arm, Total Source Vendor, maintains the vendor directory and negotiates on your behalf.

About the vendor database

Refer a Friend

Send us a business owner who needs their books fixed and earn a $25–$100 credit when they become a client.

Refer a friend

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.