The Emotional ROI of Financial Leadership
Every business has numbers. But the strongest ones? They have leadership behind the numbers. We don’t talk about it enough, but financial leadership does more than keep the books clean or the board happy. It creates emotional stability in times of strategic pressure. Think about it: How often are your biggest decisions driven not just […]
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?” […]
Mastering Financial and Leadership Challenges in Law Firm Ownership with Brooke Lively and Pam Meissner
Running a law firm comes with a unique set of challenges, including financial management, leadership dynamics, and building a strong team culture. On the Maximum Lawyer Podcast, hosted by Tyson Mutrux, our CEO and Founder, Brooke Lively, and our COO & CFO, Pam Meissner, joined the conversation to share practical strategies for overcoming these hurdles and […]
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. […]
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 […]
The Essential Guide to Legal Billing
If you’re running a law firm or managing client matters, you already know that legal billing isn’t just about getting paid – it’s about maintaining trust, keeping operations smooth, and protecting your bottom line. Yet for many attorneys, the billing process is time-consuming, inconsistent, or unclear, and that can lead to delayed payments, client frustration, […]
What Is Stock-Based Compensation?
Got an offer that includes equity and not quite sure what it really means? Or maybe you’re building out comp packages and wondering how stock options stack up against cash? Stock-based compensation, also known as equity compensation or share-based compensation, offers ownership stakes. These come in the form of stock options, stock units, or other […]
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 […]
Recent Comments