The Catalyst Method

1. A Conversation, not a Transaction

Every client relationship begins with listening. We want to understand your goals, your challenges, and what keeps you up at night. Our team builds real partnerships, not transactions, so you always feel supported and understood.

2. Transparency and Clarity

You’ll always know what we’re doing, why we’re doing it, and how it impacts your business. We do what we say we’ll do, when we say we’ll do it. We bring clarity to the financial side of your operations, making your numbers easy to understand and decisions easier to make.

3. Client Focused

In order to be the best partner for our clients, Catalyst is comitted to creating an unparalled client experience. We are obsessed with providing a truly exceptional client experience through attention to detail and intentionality through every step of the process.

1. Initial Setup

This is where we get to know your business inside and out.

• We schedule a kickoff call to learn about your goals and systems.
• You’ll receive a checklist to connect your bank feeds, accounting software, and other key apps.
• We review your prior financials and ensure your chart of accounts is set up properly for clear reporting.

Outcome: You’ll have a solid financial foundation and full visibility into what we’ll be working on together.

2. The First 30 Days

We get your books in order, establish reporting cadence, and start building momentum.

• We clean up and reconcile your books (if needed).
• You’ll receive your first month’s financials and a walkthrough of what they mean.
• We begin implementing tax and KPI tracking systems tailored to your business.

Outcome: You’ll see the first tangible value: clarity, organization, and peace of mind.

3. Going Forward

Once your systems are humming, we shift into a rhythm that helps you grow.

• You’ll receive monthly financial statements and advisory insights.
• We meet regularly to review results, plan ahead, and identify opportunities.
• As your business evolves, we adjust our services to match, scaling with you every step of the way.

Outcome: Confidence in your numbers, time back in your day, and a partner who’s invested in your success.