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 knowing your financial processes are being handled by a professional.

How We Begin to Work with You

We begin with a no obligation consultation to gain an understanding of your business model.

1. First, we meet with you for a no-obligation consultation
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 Internal Controls
• Meaningful Actionable Metrics and Financial Analysis
• Custom Financial Forecast Models

We Are Flexible

• At-will contracts with simple terms
• Fees tailored to the unique needs of each client
• No up-front costs
• Project or retainer-based approach

We Provide a 100% Satisfaction Guarantee

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

Why Trillium Financial?