Catalyst – Financial Executive

Financial Leadership You Can Trust

In the Catalyst role, we serve as an external leader for overseeing the essential financial functions in your enterprise and managing the team of experts needed to keep you on course.

You’ll also receive end-to-end accounting and financial inspections and monthly discussions so that you are regularly apprised of progress made toward strategic initiatives in addition to all the services in our Blitz membership.

Get Your Business Finances Unboxed

We also take the lead on spearheading the execution of one major initiative each quarter and serve as the primary liaison across all other advisors so that the entrepreneur can stay focused on core business operations.

Starts at $11,500/mo

Accounting Automation Implementation

We will champion the implementation of technology to automate repetitive tasks, allowing staff to focus on higher-vale activities, improving productivity and accuracy.

Monthly Check-in Meetings

We’ll meet with you monthly to provide up-to-date and accurate financial information, enabling informed decision-making and better overall financial management.

Unboxed Business Reports

Accounting is a discipline and that means each month we’ll be preparing a 30-Point financial inspection and financial scorecard along with system generated financial reports. Our goal is to give you insights and determine the necessary actions to change outcomes for the better month over month, year over year.

Primary Financial Liaison

We’re the needle and thread that weaves each of your trusted professional advisors & service providers together. We’ll lead and manage the communications, meetings and shared initiatives among your team of advisors.

Unlimited planning guidance

We’re available for any and all questions, including M&A, succession, debt, working capital, retirement, etc. We are here to be your guide and dive into the achievement of key business objectives, aligning financial strategies with overall organizational and personal goals.

Unyielded Spearheading

We take one priority each quarter as identified from Get Unboxed Onboarding, Results and Insights meetings and put them on our to-do list, not yours.

End-to-End Accounting

All the accounting tasks to operate your business are handled by our talented team and powerful tech stack to handle all bank reconciliations, credit cards, AR, AP, and 1099 preparation.

Unboxed Insights

Get in Touch!

(209) UNBOXED / (209) 862-6933

Unboxed Advisors

1341 W Mockingbird Lane
Suite 600W, PMB #503
Dallas, TX 75247

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