Catalyst Journal
Writing on operating intelligence
Operating Intelligence
Management Buyout or Staff Handover: Move Decisions First
A management buyout or staff handover works when your team can already make the calls you make today. Move the decisions first, in order, and the shares become the easier part.
8 November 2026
AI Consulting
Opening a Second Accounting Office? Move the Review First
A second office works when the principal's review judgement and client context reach it in writing. What stays behind, what TPB supervision rules expect, and what to settle first.
5 November 2026
Operating Intelligence
Scope Creep Starts With the Promises Your Team Cannot See
Scope creep often starts with an exception someone else agreed to. How to sort a request, record the change, get it approved and keep the answer with the client.
26 October 2026
AI Consulting
Client Handover Template: Transfer the Relationship, Not Just the Task List
A client handover template that passes on promises, preferences and open issues, and a continuation test that shows the next person can carry on without you.
25 October 2026
Operating Intelligence
Delegation of Authority Matrix: What Your Team Can Decide Without You
Delegated work keeps coming back when the permission to decide stays with you. A delegation of authority matrix sets out who can decide what, and within which limits.
22 October 2026
Operating Intelligence
Decision Log Template: Stop Having the Same Conversation Twice
A decision log only stops repeat questions when it records why a choice was made, what it rested on and what would reopen it. Here is a copyable template and how to keep it light.
21 October 2026
AI Consulting
When to Refer a Client Whose Business Depends on One Person
A guide for accountants, brokers and advisers to recognising key-person dependency and making a useful introduction to Catalyst.
19 October 2026
AI Consulting
How to Tell Whether AI Is Actually Saving Your Business Work
Count preparation, review, corrections, maintenance and setup before deciding whether AI saves work. Use a worksheet to separate time, cash and capacity, then decide what to continue, change or stop.
16 October 2026
AI Consulting
Accounting Workflow Software: Buyer’s Guide for Australian Practices
Compare accounting workflow software with a clear framework for routing, reviews, deadlines, integrations, exceptions and client context.
15 October 2026
AI Consulting
Why AI Adoption Fails When the Workflow Is Too Hard
AI adoption fails when the tool adds steps, switching, and judgement burden to work that already feels full.
15 October 2026