Grow with Confidence – Clear Finances, Confident Decisions.
We help our clients generate over $50m+ in annual revenue and grow with confidence.
We can help you too.
Do you feel:
Uncertain
You have goals and plans for your future but unsure how to get there. What does the next quarter, year, and decade look like for my business? How can we grow without going broke?
Lost
Always short: maybe your P/L says you are profitable but the bank account seems to disagree. What numbers even matter? What story they are telling? Where do I start?
Frustrated
Like your business runs your life instead of you running your business. Always working in it, never working on it. How can I get more time back with my family?
The solution is within reach, tailored to your needs:
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Financial Data Everyone can Understand.
We turn complex data into actionable information through your financial workbook: a living financial document that turns your financial dashboard that makes the numbers easy for your leadership team to understand.
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Fractional Expertise.
Having a dedicated financial expert on your team transforms your business. Instead of worrying about what the numbers are saying, or if you are missing something - we join you as your CFO to provide CFO level insights at a fraction of the cost.
We understand how draining it can be to wrestle with your business’s finances and end up even more unsure of the future after you are done.
We have helped business leaders, like you, gain an understanding of their numbers, fix the issues plaguing their business, and grow. Using a personalized financial workbook to get a visual on the present state of the company, review the past, and develop a company specific forecast for the future — the pain and uncertainty around your numbers will be a thing of the past.
How Finance Catalyst Works:
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Hire a Fractional CFO
From: Trying to make sense of your numbers without much clarity, alone.
To: Gaining a financial partner who helps you lead with confidence.
What Happens:
Get the financial leadership you need—without the cost of a full-time CFO. We step in as a part of your team, helping you understand the numbers, make better decisions, and move forward with a clear strategy.
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Build Your Custom Financial Workbook
From: Disconnected spreadsheets and unclear reports.
To: A clear, actionable financial system built for your business.
What Happens:
Your CFO creates a custom workbook that organizes your financial data into a clear, usable format. This becomes your go-to system for tracking cash flow, revenue, costs, and key metrics—all designed to drive growth and reduce stress.
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Refine to Your Goals
From: Guesswork and gut decisions.
To: Dashboards and insights tailored to what matters most to you.
What Happens:
Together, we fine-tune your financial tools to reflect your goals—whether that’s scaling, stabilizing, or increasing profitability. You’ll gain real-time insights to make smarter, faster decisions with confidence.
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Stay Supported with Ongoing Financial Leadership
From: Feeling reactive and out of sync with your numbers.
To: Staying informed and proactive, every step of the way.
What Happens:
Your CFO stays in rhythm with your team—either bi-weekly, or monthly. You’ll receive consistent insights and hands-on support to guide decisions, plan for growth, and avoid surprises.
At Finance Catalyst, we know that you want to be a confident leader. To do that, you need clarity around your business’s finances and future.
The problem is that you don’t have time to learn what the numbers mean or how to communicate them. Hiring a full-time CFO would cost too much—leaving you feeling lost, unsure, and frustrated.
We believe every business owner deserves financial clarity. We understand what it’s like to be stuck in the day-to-day operations, unable to focus on growth. That’s why we help business leaders like you by stepping in as your fractional CFO.
Here’s how we do it:
1. We join your team and build a financial workbook to get everyone rowing in the same direction.
2. We take the time to understand your business—who you serve, why you exist, and the people who make it thrive. We listen to your concerns and help uncover financial blind spots.
3. We collaborate with your leadership team to integrate sound financial management into your strategy—helping you achieve your goals for the next quarter, year, and decade.
Schedule a free consultation today—so you can stop wandering and start leading your team to success with confidence.