FINANCIAL MANAGEMENT ASSESSMENT TOOL
October 19, 2025
Companies rarely fail from lack of effort—they stumble from lack of visibility and discipline: cash crunches, fuzzy pricing, slow receivables, unplanned debt, or budgets that don’t match reality. This tool shows exactly where…
Debt, Growth & Crisis Policy – A Strategic Guide For Small Business Owners
October 15, 2025
The economy you’re operating in isn’t “normal.” It’s a structural shift: tighter credit, higher rates, workforce constraints, geopolitical pressure, digital disruption, and a more volatile policy environment. You’re feeling it in interest expense,…
Winning Moves for Uncertain Times A Strategic Playbook for Business Owner
August 2, 2025
Strategy Is No Longer a Luxury—It’s a Lifeline and We’ve Created a Playbook Running a business without a strategy is like sailing without a compass. The waves of disruption are real—rising debt, unpredictable…
Small Business Strategies To Keep and Build Momentum
November 25, 2024
Keep Your Business Moving Forward—Momentum On Purpose Momentum is everything in a small business. When you’ve got it, growth feels natural and wins stack up. When you lose it, even simple tasks feel…
List of Key Financial Metrics with Formulas and Benchmarks
November 9, 2024
Key Financial Metrics: Formulas, Importance, and Benchmarks A Straightforward Financial Reference for Business Owners Who Want to Stay in Control You don’t have to be a CFO to understand the health of your…
Business Financial Health Self-Assessment
June 16, 2024
Business Financial Health Self-Assessment A Candid Tool to Help Business Owners Understand Where They Stand—and What to Do Next Financial health isn’t just about profit margins and revenue targets—it’s about resilience, clarity, and…
Financial Primer for Clients
August 11, 2023
Whether you’re just getting comfortable with your balance sheet or need a deeper understanding of ratios, cash flow, and pricing strategy, this primer meets you where you are—and helps you build from there.
Business GPA Tool – What Every Leader Should Focus On and Measure
June 13, 2021
This tool gives owners and leadership teams a simple, GPA-style way to see how the business is really performing—and then turn that insight into focused action. Instead of chasing isolated wins or debating…
Middle Market Journal
October 24, 2024
Middle Market Journal (MMJ) is an online hub that shares useful ideas, stories, and business cases aimed at middle-market companies—those falling between small businesses and large enterprises, typically with revenues ranging from roughly $5…
KPI.org
August 28, 2024
What Is KPI.org? KPI.org is a free online resource designed to help organizations—large and small—understand, develop, and apply Key Performance Indicators (KPIs) effectively. It’s sponsored by the Balanced Scorecard Institute (BSI) and supported…
CPI Inflation Calculator
January 25, 2022
The CPI inflation calculator uses the Consumer Price Index for All Urban Consumers (CPI-U) U.S. city average series for all items, not seasonally adjusted. This data represents changes in the prices of all goods and services purchased…
The Ultimate List of Visual Risk Management Techniques
August 26, 2021
Risk management is a process in which risks are identified and controlled proactively. It allows businesses to improve their chances of success by minimizing threats and maximizing opportunities. Risk management is essential to…
Community Tax
August 24, 2021
Tax guidance for small businesses
Bankrate
August 5, 2021
Compare rates, crunch numbers and get expert guidance for life’s biggest financial moments
CFO Magazine
August 5, 2021
Resource for financial executives on current trends and important issues.
MindTools
July 5, 2021
For over 25 years, Mind Tools has been helping people enjoy happy, successful careers with a one-stop learning hub: the Mind Tools Club. Our goals have stood unwavering for a quarter-century: build a…
Strategy + Business
February 16, 2021
provides executives with commentary, research, and practical ideas that bridge the gap between theory and practice in contemporary global business
MIT/Sloan Review
February 16, 2021
how the practice of management is transforming in the digital age
McKinsey Quarterly
February 16, 2021
combines powerful insights from McKinsey with ideas from other world-leading experts and practitioners to help readers stay at the cutting edge of management thought, become more effective leaders, and boost the performance of…
Harvard Business Review
February 16, 2021
best selling business magazine of Harvard Business School
Get Cash Keep Control
February 16, 2021
blog that focus on creative ways to raise capital
Free Management Library
February 16, 2021
provides easy-to-access, clutter-free, comprehensive resources regarding the leadership and management of yourself, other individuals, groups and organizations
First Research
February 16, 2021
provides access to very useful industry intelligence and market research
VIDEO
How The Economic Machine Works by Ray Dalio
This video offers a clear and concise explanation of how the economic machine works, presented by Ray Dalio, founder of Bridgewater Associates. Dalio breaks down the complex workings of the economy into simple,…
Why Every Business Owner Needs an Exit Strategy
October 24, 2024
Build Now, Exit Well: Why Every Business Owner Needs an Exit Strategy You’ve spent years—maybe decades—building your business. But what happens when it’s time to move on? Whether you’re dreaming of retirement, eyeing…
AI’s Effect on Industry Margins Over the Next Five Years
October 10, 2024
For business owners, executives, and investors, this report offers more than numbers—it provides a strategic roadmap for the coming decade. It challenges leaders to ask critical questions: Which parts of our value chain…
What are the roles and responsibilities of a CFO?
May 23, 2024
For years, the simple answer was that the CFO leads a company’s finance function. But the role has expanded tremendously. Today’s CFO is a key colleague across businesses and functions, and is the CEO’s…
Chief Financial Officer (CFO) Defined: Role, Responsibilities and Skills
May 23, 2024
A chief financial officer (CFO) is the highest-ranking financial professional in an organization and is responsible for the fiscal health of the business. The CFO’s responsibilities include, but aren’t limited to, building a…
The CFO of the Future
May 23, 2024
It has been said that success is where preparation and opportunity meet. Never has there been a more opportune time for CFOs to have an impact, with CEOs increasingly looking to them to…
The Role and Responsibilities of the Modern CFO: A Function in Transition
May 23, 2024
Over the last few decades, the role of the CFO has undergone a profound shift. The historical tasks of the finance function such as books and records, financial reporting, and statutory compliance continue…
Why the path of global wealth and growth matters for strategy
August 25, 2023
Recent global turbulence raises a question: Is the world shifting to a new economic regime for the long run? New McKinsey Global Institute (MGI) research and a recent McKinsey executive survey1 suggest that it might…
Cost Cutting That Makes You Stronger
June 15, 2023
When so much in the world feels beyond our control, costs are to a large extent controllable. But cutting them to drive short-term savings is a mistake. When companies take a one-off approach…
Investing in Growth Through Uncertainty
June 15, 2023
When faced with disruptions and downturns, many leaders and companies instinctively focus on cutting costs to maintain profitability. But some identify opportunities and then take thoughtful action to emerge from crisis even stronger.…
Capital Is Expensive Again. Now What?
April 25, 2023
With interest rates rising in real terms, the value of growth strategies has declined. Managers need to look carefully at where they allocate capital, focusing more on investing in productivity. Nor should they…
Capital Is Expensive Again. Now What?
March 31, 2023
With interest rates rising in real terms, the value of growth strategies has declined. Managers need to look carefully at where they allocate capital, focusing more on investing in productivity. Nor should they…
Allocating Capital When Interest Rates Are High
January 24, 2023
During a decade of low interest rates and abundant capital, companies greenlit many projects that make less sense now that the economic environment has changed. To prevent experiencing these regrets in the future,…
Something’s coming: How US companies can build resilience, survive a downturn, and thrive in the next cycle
January 19, 2023
The US economy continues to throw off mixed signals. But one thing is becoming clear: executives should prepare for an extended period of higher interest rates. …the US economy has produced another confusing…
Into the storm: CFOs pivot to managing financial headwinds
December 15, 2022
With a potential economic slowdown looming, the latest results from our first McKinsey CFO Pulse survey1 show that CFOs have sharpened their focus this year on managing the inflation that has stifled economic growth…
Preparing Your Company for the Next Recession
December 9, 2022
Leaders should build resilience, local agility, and portfolio agility to prepare for the next recession. The worst of times for the economy as a whole can be the best of times for individual…
Moving Upward in a Downturn
October 8, 2022
Downturns are a recurring fact of life in every industry. Sooner or later, demand for an industry’s products or services declines—often dragging prices down along the way—regardless of the state of the economy…
7 Lessons on Dynamic Pricing (Courtesy of Bruce Springsteen)
October 3, 2022
Some fans were outraged when man-of-the-people Bruce Springsteen charged more than $5,000 per seat for his upcoming concert. The high prices were the result of a dynamic pricing system, in which prices are…
Rev up your growth engine: Lessons from through-cycle outperformers
June 12, 2022
Previous economic crises have shown us that companies’ paths to recovery are shaped by their industries, regions, and individual corporate characteristics—but also very much by the actions they take before, during, and after…
Business Forecasts Are Reliably Wrong — Yet Still Valuable
March 22, 2022
Business forecasts are often wrong — and yet they can still be a powerful tool for savvy leaders if they view them in aggregate and ask the right questions. The authors offer six…
How to deal with price increases in this inflationary market
February 6, 2022
Merchants today are planning and buying for their categories amid one of the hardest inflationary environments industry has seen in decades. When a supplier brings a price increase to a merchant, especially in…
How to Calculate the Impact and Probability of Business Risk
October 24, 2021
This risk management tool is a really easy way to visualize the impact of risk. You can use it to evaluate current problems, potential future problems, or as part of a Post-Mortem to…
Managing the people side of risk
October 11, 2021
Companies can create a powerful risk culture without turning the organization upside down.
KPIs Aren’t Just About Assessing Past Performance
October 6, 2021
Many companies track KPIs as a way of predicting performance. To really exploit the predictive power of KPIs, though, you need to map how the KPIs for your key stakeholders feed into each…
How & Why Managers Use Financial Statements
September 13, 2021
Becoming an effective manager requires continuously honing and improving your management skills. This could mean exchanging resources with others in your network, reading books or publications, or taking online courses. Not to be overlooked are…
Moving from cash preservation to cash excellence for the next normal
July 1, 2021
Companies can build on their initial response to the pandemic to elevate their cash-management capabilities.
The Balanced Scorecard – Measures That Drive Performance
February 16, 2021
What you measure is what you get. Senior executives understand that their organization’s measurement system strongly affects the behavior of managers and employees. Executives also understand that traditional financial accounting measures like return-on-investment…
Practicing Strategy In An Uncertain World
February 16, 2021
Eight basic beliefs about capturing value in a merger
February 16, 2021
How To Measure The Return On Your HR Investment
February 16, 2021
A Guide To Human Resource ROI Calculations
February 16, 2021