The Resilience Scorecard: How to Measure Business Continuity Readiness

You can’t build resilience during a crisis. That part has to come before. And yet, most leadership teams don’t know how resilient they actually are—until something breaks. A vendor goes dark. Cash runs dry. A key decision-maker goes offline. Suddenly, it’s fire drill mode. And you’re left asking, “How did we not see this coming?” […]

Three Scenario Planning Templates Every CEO Needs

If your financial plan only works in one set of conditions, you don’t have a plan—you have a hope. The CEOs we work with aren’t just asking, “How do we grow?” They’re asking, “What happens if the next quarter doesn’t go to plan?” Or “What if it goes better than expected—are we ready for that?” […]

The Sustainable Shield: Integrating ESG into Risk Planning

You can only dodge risk for so long before it starts to shape your strategy for you. Most businesses treat risk planning as a defensive maneuver—build a forecast, outline a contingency, maybe talk insurance. But the smartest leadership teams? They’re starting to see ESG not as a reporting obligation, but as a long-term risk buffer. […]

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What Is an Audited Financial Statement?

The Short Answer: An audited financial statement is a company’s financial report that has been examined and verified by an independent certified public accountant (CPA). This verification process provides stakeholders with reasonable assurance that the financial statements are free from material misstatements and fairly represent the company’s financial position in accordance with accounting principles. Audited […]

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Financial Forecasting Models to Predict Business Performance

The Short Answer: Financial forecasting models are structured approaches that use historical data, market trends, and statistical analysis to predict future business performance. These financial forecasting tools help organizations make data-driven decisions by providing insights into revenue, expenses, and growth opportunities. Ever stared at a spreadsheet full of numbers, wondering if your projections are wishful […]

What You Need to Know About QuickBooks’ New AI-Powered Features

By Andrea Slaght, Controller at Cathcap  Starting July 1, 2025, QuickBooks Online (QBO) began rolling out one of its biggest updates to date—one that brings AI-powered automation, smarter reconciliation, and more context-driven workflows directly into your accounting toolkit.  If you manage your own books or work alongside an in-house bookkeeper, this update is worth paying […]

From Band-Aids to Breakthroughs: Why Financial Bandwidth Matters

You can only patch things up for so long.  Most businesses don’t ignore their financial challenges—they just don’t have the space to solve them systemically. Instead, they lean on temporary fixes. Push out vendor payments. Pause a hire. Cut back on a project. Adjust targets after the fact.  It’s not laziness. It’s bandwidth. Or the […]

What Happens When Your CFO Leaves Mid-Project? How Construction Firms Can Protect Financial Continuity During a Leadership Exit

It’s a scenario construction companies rarely plan for—but it happens more often than you’d think. Your CFO resigns or exits right in the middle of something important: Maybe it’s a job costing overhaul.Maybe it’s a forecast for backlog burn-off.Maybe you’re halfway through cleaning up WIP schedules or renegotiating with vendors. Whatever the timing, one thing […]

Profit Before Growth: Why Scaling Too Soon Can Kill Your Margins

Growth is exciting—new clients, more headcount, bigger projections. But here’s the thing: if profit isn’t dialed in before you scale, growth can quietly become a liability. We’ve seen it happen across industries—law firms expanding practice areas without adjusting fee structures, healthcare groups opening new locations before understanding cost per provider, construction firms taking on bigger […]

The Hidden Cost Centers You’re Ignoring—And How to Fix Them

Most leaders think they know where the money’s going. Payroll, rent, software, marketing—it’s all accounted for. But when margins start to slip or cash feels tighter than it should, the real question becomes: What are you not seeing?  We’ve worked with dozens of CEOs across law, healthcare, and construction who came to us confident in […]

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