Services

Financial Coaching

• Financial Mentoring…”the numbers coach”
• Business Plan Development
• Financial Reporting and Analysis

Financial Management

• Cash Flow Forecasting
• Revenue and Expense Projection Models
• Profit Improvement/Cost Savings Planning
• Accounting Controls and Procedures

Business Growth

• Capital Funding
• Mergers & Acquisitions

Financial Analysis for Critical Decision-Making

• Development of Key Performance Indicators
• Analysis of Actionable Financial Information
• Financial Health Diagnostic (The Numbers Navigator software)

Why Trillium Financial