Resources library
Operator-tested templates, frameworks, and checklists
Practical artifacts pulled directly from Catalyst engagements. Free with email — no fluff, no sales call required. Use them standalone, or talk to us when you’re ready to put them into practice.
Featured resources
Hand-picked13-Week Cash Flow Forecast Template
The exact rolling cash forecast Brian uses with every fractional CFO engagement. Pre-wired for AR/AP, payroll, and debt service.
Get the resourceAI-Bookkeeping Readiness Checklist
30 questions to vet whether your books are ready to move to an AI-Enabled, Human-Led bookkeeping operating model.
Get the resourceBoard Reporting Framework
The one-page board pack template Catalyst delivers monthly to PE-backed and VC-backed clients.
Get the resourceFull catalog
The complete library of templates, calculators, and frameworks.
AI-Bookkeeping Readiness Checklist
30 questions to vet whether your books are ready to move to an AI-Enabled, Human-Led bookkeeping operating model.
Download free →Board Reporting Framework
The one-page board pack template Catalyst delivers monthly to PE-backed and VC-backed clients.
Download free →Fractional CFO Engagement Guide
How to scope, price, and measure a fractional CFO engagement — the buyer-side playbook Brian uses with every new client.
Download free →Want a personalized assessment?
Our resources give you the frameworks. A consultation gives you a customized implementation plan.