Build an accounting transformation program your team can actually sustain.
Catalis Advisory helps accounting leaders assess current processes, identify high-value opportunities, and implement practical improvements that create capacity and build internal capability.
Accounting teams are being asked to scale without the structure to transform.
Many accounting teams know where the pain points are: manual reconciliations, spreadsheet-heavy workflows, inconsistent processes, and limited visibility. The challenge is turning those pain points into a clear, prioritized, and executable transformation plan.
Manual Work Is Consuming Capacity
Teams spend too much time preparing, tracking, and reviewing work in spreadsheets instead of improving the close process.
Transformation Feels Too Big to Start
Without a clear roadmap, accounting leaders struggle to prioritize which processes to improve first.
Tools Are Underutilized
Your accounting close platform has the potential to drive efficiency and control, but many teams lack the time or expertise to fully optimize it.
Accounting Accelerator
P.A.T.H. Framework
The Accounting Accelerator program is a 16 week engagement that gives your team a practical framework to assess current-state processes, prioritize opportunities, build the first wave of improvements, and leave with the tools and capability to continue transformation beyond the engagement.
Profile: Current-State & Capability Assessment
We baseline your BlackLine environment, evaluate process maturity, and shift your team’s mindset toward transformation.
Align: Strategic Roadmap & Prioritization
We translate insights into a clear, 12-month roadmap—prioritizing the highest-value processes and defining a practical path forward. Together, we align on the first three processes to build.
Transform: Process Design & Implementation
We design, build, and deploy your top three priority processes. Your team is trained throughout—learning how to design, document, test, and implement with confidence.
Handoff: Enablement & Optimization Continuity
We transition ownership to your team—equipping them with the tools, training, and structure to sustain and scale improvements. With benefit tracking and post-launch support, your team is ready to lead future transformations independently.
Strategic Pillars
Enable
Execute
Execute
Build internal capability through hands-on training and real-world application, so your team can confidently design, own, and evolve the process.
Execute
Execute
Execute
Deliver hands-on process optimizations, ensuring solutions are practical, efficient, and aligned to how your team actually works.
Embed
Execute
Embed
Reinforce adoption with sustainable processes, documentation, and governance so improvements stick and continue to scale long after go-live.