NumbersCoach_Logo_Endorsed_UnderLogotype_2
  • Numbers Coaching
    • The Numbers Navigator®
    • Case Studies
  • About
    • Trillium-Numbers Coach Story
  • Resources
    • Blog
    • Numbers Coach TIPS
    • Podcasts
    • Numbers Coach Tools
  • Numbers Coach University
  • Contact
  • Search

The Numbers Navigator®

NumbersNavigator_Logo_Registered

The Numbers Navigator®

Make Profitable Decisions About Where to Take Your Business

Here’s How The Numbers Navigator® Works:

  • Numbers Coaching Meeting

  • Diagnostic Software

  • Reporting & Recommendations

Numbers Coaching Meeting

Numbers Coaching Meeting

Each month, we’ll meet with you and key members of your team. As your “numbers coach,” we will dig into your numbers and key performance indicators (KPIs), focusing on what drives the financial results of your business.

Diagnostic Software

Diagnostic Software

We use our proprietary financial software that provides a scorecard, financial forecast, and other key reports on your business. This software guides us in our financial coach meetings to diagnose your company’s financial health.

Reporting & Recommendations

Reporting & Recommendations

Our clients have access to the monthly financial diagnostic software reports. We will document clear action steps to improve cash flow and operations.

What Your Business Will Experience

  • Quick visibility to KPIs metrics using a scorecard
  • Uncover areas to drive cash flow
  • “What If” scenarios with key metrics to improve operating cash flow
  • 24/7 access to review the numbers on your schedule
  • Coaching on what the numbers mean and best practices
  • Accountability with actual numbers vs. forecast
  • Rolling financial forecast to gain visibility on where the business is headed
  • Ability to see where to pivot when things get off track
  • A tool that provides a financial focus for decision making
  • Track record to see trends and spot opportunities for operational improvement

“Although it sounds cliché, Trillium Financial and The Numbers Navigator® truly changed our financial life! The fact is, for 13 years we had little or no ability to perform high-level “what-ifs” or projections of cash effects based on pulling different levers in the company. I’ve been very impressed with the tools that Trillium uses but more so with Mike. He has a true desire to make your business better.”

Scott Pate, President/CEO

Sierra Piedmont

Get started today with The Numbers Navigator® for your business.

Get Started
NumbersCoach_Logo_green-gray_stacked

Proud Supporter of

acss logo and new american pathways logo

Get Financial Tips Delivered To Your Inbox

Protect your business' financial health with our monthly financial tips.

Contact Info

P.O. BOX 250
Decatur, GA 30031

404-353-2148

[email protected]

© 2025 Trillium Financial, Inc
Privacy Policy | Accessibility | Terms