Services To
Help Business Grow

  • Assurance & Accounting
  • Tax Advisory
  • Catalyst Financial Operations
  • U.S. Tax
  • Corporate Advisory
  • Wealth Planning

Assurance & Accounting

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At Catalyst you can expect a personalized working relationship with your accountant. We support you and your business every step of the way, not just at tax time or when you need to prepare financial statements. With diverse expertise, our trusted accountants and advisors will become part of your business team.

Assurance & Accounting Services

  • Personal tax 
  • Financial statement preparation
  • Income tax compliance reporting
  • Owner/manager compensation planning
  • Industry benchmark, financial ratio, and cash flow analysis
  • Budget models and forecasts
  • Process re-engineering
  • Family succession planning
  • Review of internal control systems
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Tax Advisory

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We take a proactive approach to tax planning by working with our clients to structure effective tax solutions long before a tax return is ever prepared. Our customized tax strategies are designed to fit your specific needs and our dedicated team of tax planning specialists turns the numbers into something you can apply to your business success.

Tax Services

  • Estate and business succession planning
  • Corporate or partnership structuring
  • Association for investment, management, and research
  • Shareholder/owner remuneration planning
  • Merger and acquisition/sale planning and support
  • Executive compensation planning
  • Charitable giving planning
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Catalyst Financial Operations (CFO)

The growing need for high-quality financial services and reporting, without hiring internally, has led us to create Catalyst Financial Operations (CFO) for private businesses.

As a business owner you need a well-rounded, informed financial team. Outsourcing this CFO role provides high-level expertise, reduces overhead, improves efficiency and processes, and allows you to focus on your core business. From basic accounting services to advanced financial management, Catalyst Financial Operations will work with your business where you need it most.

CFO Services

  • Data Management – General Ledger, Bank Reconciliation
  • Controller – Cash Management, A/R & A/P Management, Project Cost Accounting, Payroll
  • Reporting – Financial Reports, Monthly Packages, Margin Reporting, KPI & Benchmarks
  • CFO – Financial Governance, Procedures & Controls, External Finance Strategy, Budget Projection & Analytic
  • Advanced Systems – Technology & Systems, Capital Asset Continuity, Inventory Continuity
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U.S. Tax

Managing a cross-border business doesn’t have to be complicated and our team of U.S tax professionals eliminates the hassles and guesswork out of your U.S. tax compliance requirements. With years of experience and specialized knowledge, we clarify rules and develop the cross border tax strategy you need.

U.S. Tax Services

  • U.S. personal, corporate, partnership, estates and trust return preparation
  • Departure and arrival counseling for mobile employees, inpats and expats
  • Calculations and cross-border payroll consulting
  • Tax strategies on U.S. citizenship renunciation and green card relinquishment
  • Tax strategies on management, preparation, and review of various delinquent returns filed under the IRS’s voluntary disclosure and streamlined filing initiatives
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Wealth Planning

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We understand accumulated wealth provides freedoms and opportunity, as well as a responsibility and desire to properly manage it. Aligned with industry experts, our team approach to the wealth planning process will identify your financial needs and goals allowing us to focus our expertise on the areas that matter most to you.

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Corporate Advisory

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Whether it is developing a business plan, implementing capital structures, or guiding your business through a merger, our experienced team will take the time to give you honest advice and valuable support. Our clients are more than just companies to us –as part of your advisory team we build a working relationship and want to see you succeed. We also offer a range of real estate advisory services as indicated within the list via the button below.

Corporate Advisory Services

  • Business Valuations
  • Merger and Acquisitions
  • Business Strategy Services
  • Real Estate Advisory Services including:
  • Assistance at the City and/or County for Land Use Reclassification/Rezoning approvals
  • Community Public Engagement Work
  • Due Diligence when Purchasing a Property
  • Property Assessment Appeals
  • Creating Strategic Solutions to Real Estate Challenges Faced by the Property Owner
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Success for
your Joint Venture

JVSAJoint Venture Strategic Advisors (JVSA) provides management and consulting services to joint ventures operating in the energy industry and beyond. They help handle the management aspects of your joint venture agreements ensuring smooth and successful operations.