Gain Confidence in Your Business Growth
Are you ready to take control of your financial future and confidently pursue ambitious growth? The Catalyst Program is designed to provide you with the clarity, strategy, and support you need to tackle challenges such as:
- Constant cash flow concerns.
- Limited visibility into your current financial standing.
- Uncertainty about whether your infrastructure can support your growth trajectory.
As a growth-focused business owner, you have invested years into building your success, yet sense untapped potential. You don’t have to bear the weight of financial planning alone. With the Catalyst Program, you can finally breathe a sigh of relief, knowing that this responsibility is shared and your growth is supported.
Clear Goals for Clear Growth.
Catalyst Program:
Your Partner in Financial Clarity
BeanLab’s customizable Catalyst Program empowers businesses by elevating their financial strategy through informed, data-driven decision-making. By leveraging the expertise of our Financial Advisory Services, you can optimize operations, maximize profit margins and efficiency, forecast growth, and operate on a clear-cut trajectory for sustainable financial growth and long-term success.
The Catalyst Program encompasses key areas essential for business expansion, including specific strategies for cost-saving, proactive cash flow assistance, industry benchmarking, detailed financial reporting and KPI tracking, and expert tax planning. We also focus on technology and process improvements to enhance efficiency.
Our dedicated account management approach is a core benefit, which provides direct access to a production member and priority status. This ensures a customized plan tailored to your specific situation and the adaptability of the BeanLab team as your business needs evolve.
Beyond the core financial advisory services detailed below, the Catalyst Program can integrate additional services such as AP/AR support, operational insight, and your business tax return assistance.
Our program is designed with clear goals: helping you gain better control of your finances, including managing debt; achieving operational excellence through SOPs and best practice input; enabling high-quality year-end decision-making aligned with your company objectives; and supporting the establishment of a dedicated finance lead position if desired for service closure.
Financial Leadership Services for Growth-Minded Businesses
Strategic Guidance:
- Executive-level support for decision-making.
- Focus on profitability, cash flow optimization, and sustainable growth.
- Collaborative goal setting with accountability.
Financial Review & Analysis:
- Analysis of Profit & Loss, Balance Sheet, and Cash Flow statements.
- Identification of trends and variances for informed decisions.
Cash Flow Management & Projections:
- Dynamic revenue models for accurate forecasting.
- Assess long-term impacts of business decisions with financial projections.
Goal Setting & Achievement:
- Define personal and business objectives.
- Develop milestones and actionable solutions.
Communication & Support:
- Regular sync calls for questions and quick wins.
Complex Accounting & Compliance:
- Expertise in Project Accounting, Job Costing, and Revenue Recognition.
- Tailored accounting systems for key industries.
Capital Sourcing & Financing Support:
- Financial and risk assessments and lender evaluation.
- Support for loan structuring and negotiation.
Mergers & Acquisitions Advisory:
- Assess transaction aspects to identify risks and synergies.
- Support for favorable deal terms and Quality of Earnings analysis.
EOS Integration – Fractional CFO:
- Support for strategic planning and meetings.
QuickBooks Online Setup:
- Set up or seamless conversion from QuickBooks Desktop with a tailored chart of accounts.
Bookkeeping Catch Up & Clean Up:
- Assistance with overdue books. We resolve inaccuracies through reconciliations and adjustments.
