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“Although it sounds cliché’ Trillium Financial and the CFO Financial 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. We look forward to a long and beneficial relationship with Trillium.” - Scott Pate, President/CEO, Sierra Piedmont Learn about Trillium''s Solution for Sierra Piedmont.
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CFO Financial Navigator™ |
This economy is challenging for many businesses. And sustaining a flourishing business doesn't come only from a good marketing program. The CFO Financial Navigator™ can help you make PROFITABLE DECISIONS An Economic Stimulus Package to Jump-Start Your Business Here’s How the Navigator Works . . . 1: PREPARATION: We’ll send you a list of financial reports we need.
2: DISCOVERY SESSION: We meet for an hour for a discovery session with the owner and/or controller and bookkeeper. During this session we ask deeper questions about your business processes, pricing, payment terms with customers and with vendors, working capital, growth goals, industry trends, etc. We also discuss strategies that have been tested and their effectiveness. 3: DIAGNOSTIC SOFTWARE: We enter your figures into our state-of-the-art financial diagnostic software. This tool allows us to look at different scenarios for your specific business and the health status of your profitability, working capital, cash flow, revenues, and overheads. The software produces a 25-page detailed report outlining your financial status, impact of key financial drivers, and ratio improvement strategies. 4: REPORTING & RECOMMENDATIONS: We deliver two reports to you - the detailed diagnostic report and a 3-page summary with clear action steps you can take for greater profitability. 5: STRATEGY MEETING: We meet with you again to go over the reports and show you exactly how to implement the action steps. These will improve your cash flow in 3 keys areas that your tax advisor and bookkeeper may not be addressing for you:
To view a sample reports, click below: You can get a CFO road map of your business and some realistic strategies to improve your bottom line for just $800. To schedule an assessment, contact Mike Iverson at 404.370.6147. |