Frequently Asked Questions
Everything you need to know about our engagement terms, pricing models, onboarding timelines, data security, and operational workflows.
Core Engagement & Operational Standards
How is your pricing structured?
We work exclusively on clear, predictable, fixed monthly retainers based on your transaction volume, employee headcount, and selected service lines. You will never receive unexpected invoices or surprise hourly billing.
What if our transaction volume increases or decreases?
We conduct quarterly retainer reviews. If your business experiences seasonal spikes or significant growth, we adjust the scope proactively with advance notice—never after the fact.
Are there long-term lock-in contracts?
Our initial agreement has a standard 90-day onboarding commitment to allow our team to audit, stabilize, and streamline your operations. After that, agreements roll on a flexible 60-day notice period.
Can we start with one service and add others later?
Yes. Many clients start with a single discipline—such as bookkeeping or outsourced HR—and later expand to audit preparation or IT helpdesk support as trust and operational synergy grow.
How long does typical onboarding take?
Most single-service onboarding processes take 1 to 2 weeks. Comprehensive turnkey packages take 2 to 4 weeks. We follow a strict 4-step transition plan that ensures zero interruption to your daily business activities.
What information do you need from us to get started?
During the discovery phase, we request read-only access to your existing accounting software, an overview of your current chart of accounts, employee count, and any existing HR policies or IT tenant structures. We provide a secure intake portal for all credentials.
Will switching to The Catalyst Pro cause friction with our existing providers?
No. Our senior team manages professional handovers with your outgoing accountants, HR consultants, or IT providers directly, using professional clearance requests and standardized handover checklists.
How do you ensure data confidentiality and security?
We enforce strict bilateral Non-Disclosure Agreements (NDAs), ISO-aligned access control protocols, encrypted file transmission, and mandatory multi-factor authentication (MFA) across all client environments.
Who legally owns the work, financial ledgers, and documentation?
You do. All financial ledgers, working papers, trial balances, HR contracts, policies, and digital marketing assets remain 100% the property of your organization at all times.
Are your operations GDPR and UK Data Protection compliant?
Yes. All client data is processed strictly within UK and EU-compliant data center jurisdictions in accordance with the UK GDPR and Data Protection Act 2018.
Which accounting and payroll systems do you support?
We are certified experts across Xero, QuickBooks Online, Sage Business Cloud, Dext, Stripe, and leading UK payroll engines. If you use a custom or legacy ERP, our team can integrate with it via API or secure remote access.
Do we have to buy new software licenses?
Not necessarily. We can either operate inside your existing Microsoft 365, Google Workspace, or Xero subscriptions, or provision partner-discounted licenses directly through our preferred vendor channels.
How do we communicate with our dedicated pod?
We adapt to your preferred workflow. You will have direct email contacts, dedicated Slack/Teams shared channels, and scheduled weekly or monthly review calls with your Senior Account Director.
Can you work alongside our internal staff?
Yes. Many clients employ an in-house office manager or bookkeeper and use The Catalyst Pro for senior oversight, management accounts, complex VAT, HR tribunals, or statutory audit files.
What is your guaranteed response time?
We operate with a guaranteed 1-business-day response SLA for general inquiries, and priority 2-hour response windows for urgent payroll deadlines, IT security alerts, or sensitive HR incidents.
Have a specific question not listed here?
Speak directly with one of our senior partners. We're happy to answer any technical or operational queries without sales pressure.