How We Work

We offer flexibility: a business gets the right amount of help at the right time and allow you to focus on growing your business.

How We Begin to Work with You

We begin:

1. First, with a no-obligation consultation to understand your business
2. Next, we identify key opportunities and challenges
3. Then, we make recommendations how Trillium can help
4. Finally, we move forward to achieving your objectives

We Provide Solutions

Solutions are tailored to your specific needs.

• Strong Planning Processes
• Effective Accounting Controls
• Meaningful Actionable Metrics and Financial Analysis
• Financial Forecast Models using our proprietary software

We Are Flexible

• At-will contracts with simple terms
• Fees tailored to the unique needs of each client
• No up-front costs
• Fixed fee approach

We Provide a 100% Satisfaction Guarantee

We design a program for each client with a money-back guarantee.

Why Trillium Financial?