Engagements

Focused engagements. High trust. Defined outcomes.

How we work

DiagnoseAn evidence-based view of what works in finance, what does not, and what it costs.

BuildThe forecasting, reporting, models and KPI architecture the business needs.

AdviseA standing partnership that keeps the system running and evolves with the business.

Strategic Finance Diagnostic

Where most clients start

30 days

A deep evaluation of financial performance, forecasting accuracy, liquidity risk and organisational financial maturity.

You receive

A board-ready report and a clear roadmap for improvement.

About the Diagnostic

Ongoing Strategic Advisory

Retained partnership

Continuous financial intelligence, monthly reporting, scenario analysis and executive-level support.

You receive

A standing finance partner at leadership level.

Every month

Performance report with commentary
KPI dashboard
Rolling liquidity forecast
Board preparation and scenarios
Executive review session

Every quarter

Full board pack
Forecast recalibration against actuals
KPI architecture review

As needed

Five hours a month of on-call strategic support

Strategic Projects

Defined scope

Targeted engagements for a specific need, often triggered by a raise, an acquisition or a transformation.

You receive

A specific deliverable, built to institutional standard.

Board deck or single deliverable1 to 2 weeksA board presentation, investor update or strategic analysis.

Forecasting or modelling build3 to 4 weeksA custom model, driver-based forecast or scenario engine.

Transformation or operating model6 to 8 weeksOperating-model redesign, FP&A build or reporting transformation.

Due diligence and M&A support4 to 8 weeksBuy-side or sell-side diligence, integration and carve-out analysis.

Vena build and process design

Defined scope

Hierarchies, revenue forecasting, reporting, annual planning and FX processes, built from the hierarchy through to currency conversion. Delivered as a defined-scope build or alongside Ongoing Strategic Advisory. Live demonstrations are available on request.

What we leave to others

We do not provide the following. Where a client needs them, we refer trusted partners and keep the strategic relationship.

Bookkeeping or transaction processing
Tax preparation or compliance
Audit or assurance opinions; our reviews of models and AI-built analyses are advisory
Full-time CFO replacement; we strengthen the finance function and leave it in place
ERP implementation or systems work
Payables and receivables management

Clarity on performance, risk and financial direction in 30 days.

Tell us a little about your organisation and what you need. We reply to arrange an initial conversation.

A 30-minute introductory call
A tailored proposal within 48 hours
Kick-off within one week of a signed agreement

Or write to contact@trottintelligence.com

We work in English and French.