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Financial management

Maintaining financial discipline in your organisation and propelling you to the next level. This area contains several handy resources to ensure your business stays on the right track.
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Latest on financial management

Read our latest features and articles on financial management.
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Your membership: Network with your peers
  • Article
  • 04 Dec 2025
Want to grow your network of like-minded accountants? ICAEW has faculties and communities that cover industry sectors, technical areas and career stages. Gain access to tailored events and resources.
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How to do the basics better in Excel
  • Article
  • 04 Dec 2025
These five Excel hacks will speed up the basics of building an Excel spreadsheet.
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AI agents: four use cases for accountants
  • Article
  • 24 Nov 2025
Even at a relatively nascent stage, agentic AI is showing that it has the capability to revolutionise how finance professionals manage a range of important tasks.
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How Bloom & Wild solved month-end madness with AI
  • Article
  • 10 Nov 2025
With an overwhelmed financial reporting team, Bloom & Wild turned to AI to speed up processes.
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How information can be reported to make better financial management decisions in government
  • Article
  • 28 Oct 2025
Chronic underinvestment in technology across central government is hampering effective financial management. However, a new National Audit Office guide outlines how skills, culture, reporting infrastructure and data must come together to underpin decision making.
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How are boards managing an increasing varied set of risks?
  • Article
  • 07 Oct 2025
Risk management cannot focus on financial resilience alone. For organisations to remain competitive, their board members must take a holistic view. Find out how.
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FCA sheds light on private market valuations best practice
  • Article
  • 06 Oct 2025
A recent FCA review of private market valuations highlights the importance of independence, expertise, transparency and consistency. The regulator shared its expectations on best practice at ICAEW’s Valuations Conference.
HMRC restarts direct recovery of debts
  • Article
  • 26 Sep 2025
Where an individual or business has a tax debt that they are refusing to pay, despite having the means to pay it, HMRC will consider recovering the funds it is owed directly from the person’s bank or building society account.
Read more

Topics in depth

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Budgeting
  • Hub page
Find out more about all aspects of budgeting, from drawing up your first budget to refining your existing budgeting process.
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Business intelligence and management reporting
  • Hub page
Find out more about business intelligence and management reporting with our selection of articles, reports, webinars, books and guides.
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Costing
  • Hub page
Driving down costs without damaging the business. Find out more about cost management and cost control.
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Credit management
  • Hub page
Find out more about credit management and control with our selection of articles, books and online resources.
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Financial modelling and forecasting
  • Hub page
Use our resources to find out more about building financial models, the pitfalls of financial modelling and how to carry out effective forecasting.
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Hedging
  • Hub page
Find out more about hedging with our selection of articles, books and online resources.
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Investment appraisal
  • Hub page
Find out more about investment appraisal with our selection of articles and guides to help you identify best practice, techniques and tools to apply to your business.
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Treasury and cash flow management
  • Hub page
Find out more about treasury management and cash flow with our selection of books, articles and guides.

Business calculations

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Business calculations
  • Hub page
An A to Z of business calculations, formulas and ratios from our collection of online reference books.

Reports

Accessing finance in challenging times
  • Helpsheets and support
  • 2025
An overview of finance options for established business under stress, considering restructuring or facing challenging times. See the potential options for organisations wanting to improve their cash position or reduce the cost of their borrowing.
Financial Modelling code
  • Thought leadership report
  • 2024
  • PDF (755kb)
ICAEW’s Excel Community has worked with modelling experts, taking a half dozen methodologies and paring down to the widely accepted beliefs about what constitutes good modelling to inform the Financial Modelling Code.
Special Report 72 - The aspiring CFO
  • Report
  • 2021
A practical, realistic, hands-on and immense learning opportunity of all you need to know to become the CFO
How to review a spreadsheet report
  • Thought leadership report
  • 2021
  • PDF (813kb)
Reduce the risk that your spreadsheet gives you the wrong answer.
Superforecasting: How to improve your forecasting skills
  • Report
  • 2021
Forecasting is an essential skill for finance professionals and managers. Business decisions of all kinds depend on effective approaches to looking ahead. This guide outlines the core principles of “Superforecasting” which will help you develop your forecasting skills.
Exclusive The CFO and Strategy
  • Report
  • 2020
Our first report explores the nature of strategy, particularly how CFOs balance planning and opportunism. We then consider the various aspects of the CFO's role in strategy.
Exclusive Special Report 69 - Effective collaboration
  • Report
  • 2020
Collaboration has been a trendy buzz word in business lexicon for some time now, but, as the pandemic has done with many other ‘nice-to-have’ skills, it has now become absolutely necessary to master. With your colleagues, business partners, suppliers and all other stakeholders more than likely working from home, and maybe even across different locations and time zones, effective collaboration is essential.
The finance function: A framework for analysis
  • Thought leadership report
  • 2017
How does your finance function compare and how do you deal with the inherent tensions we highlight?
More reports

Webinars

A practical guide to using dynamic arrays in Excel
  • Webinar
  • 19 Nov 2025
This webinar will cover a practical introduction to Dynamic Arrays in Excel and how dynamic arrays address the common problems faced when using traditional Excel formulas in financial modelling.
Exclusive Delivering a technology transformation to maximise areas such as AI transformation
  • Webinar
  • 06 Nov 2025
Neil Cutting explores different perspectives to consider when utilising technology and AI to drive efficiency and effectiveness improvements to the finance team.
Exclusive Planning and forecasting in an increasingly uncertain world
  • Webinar
  • 24 Oct 2025
This workshop identifies and addresses the issues and challenges facing accountants in constructing, implementing and managing financial forecasts in an environment which is uncertain with ever increasing event risks. It incorporates numerous practical models using Excel.
Win more valuation work with Valutico
  • Webinar
  • 24 Sep 2025
This webinar is brought to you in partnership with Valutico. Discover how to grow your valuation advisory offering with confidence, as Valutico’s valuation and technology experts guide you through practical ways to expand your services using AI and modern tools.
Exclusive Financial modelling tips and tricks live: your questions answered
  • Webinar
  • 16 Jun 2025
Watch this webinar to discover tips and tricks on how to improve your financial models.
AI: separating myth from reality, with Oracle
  • Webinar
  • 07 Apr 2025
Explore the implications of AI and Generative AI for Finance teams.
A step-by-step guide to share valuation with Valutico
  • Webinar
  • 20 Mar 2025
Everything you need to know about how to value company shares.
Exclusive Cash flow forecasting: masterclass with Excel tips
  • Webinar
  • 06 Mar 2025
Learn how to confidently prepare and present cash flow forecasts using Excel. This webinar is aimed primarily at those working in charities, but it may provide some information of relevance to commercial businesses.
More webinars

eBooks

The ICAEW Library & Information Service provides full text access to a selection of key business and reference eBooks from leading publishers. eBooks are available to logged-in ICAEW members, ACA students and other entitled users. If you are unable to access an eBook, please see our Help and support advice or contact library@icaew.com.

Exclusive BVB insights: data and analysis on UK private company multiples
  • eBook
  • 2025
  • Business Valuation Benchmarks
  • Business Valuation Benchmarks
Independent analysts, from BVB Ltd, have collated and interpreted transactions data involving private companies. The result is an in-depth overview of transaction multiples paid for UK private companies for the year ended December 2024 (previous editions are also available).
Exclusive Investment valuation: tools and techniques for determining the value of any asset
  • eBook
  • 2025
  • Aswath Damodaran
  • John Wiley & Sons
Examines the valuation of stocks, bonds, options, futures and real assets.
Exclusive Financial valuation: applications and models
  • eBook
  • 2024
  • James R. Hitchner
  • John Wiley & Sons
Presents the application of financial business valuation theory, with a focus is on application, models, and methods.
Exclusive Valuation book: how to value businesses and shares
  • eBook
  • 2024
  • Mark Aleksanyan, Kenneth Lee, Matthias Meitner, Neil Pande
  • Harriman House
An introductory valuation guide for anyone who needs to value a business. Covers topics including forecasting, discount rates, multiples-based valuation, present value models, and accounting-based models.
Exclusive Understanding financial risk management
  • eBook
  • 2024
  • Angelo Corelli
  • Emerald
Covers major risks and includes guidance on how to use financial derivatives to hedge risk. Also offers a complete view on past, current and future trends in financial risk management.
Exclusive Building interactive dashboards in Microsoft 365: harness the new features and formulae in M365 Excel to create dynamic, automated dashboards
  • eBook
  • 2024
  • Michael Olafusi, Olanrewaju Oyinbooke
  • Packt Publishing
Explains the knowledge and skills required to meet business needs via dashboards in Excel.
Terms of use

You are permitted to access, download, copy, or print out content from eBooks for your own research or study only, subject to the terms of use set by our suppliers and any restrictions imposed by individual publishers. Please see individual supplier pages for full terms of use.

More eBooks

Online magazines

AB: Accounting and Business
  • Website
  • ACCA
A magazine for finance professionals produced by the Association of Chartered Certified Accountants (ACCA). Includes news, analysis and technical updates.
Acuity
  • Website
  • Chartered Accountants Australia & New Zealand
Bimonthly magazine from Chartered Accountants Australia & New Zealand (CA ANZ). Includes news, opinion and analysis on issues relating to accountancy, business and finance.
CFO
  • Website
  • Industry Dive
Online publication aimed at CFOs, publishing news, opinion and analysis.
CFO Brew
  • Website
  • Morning Brew Inc.
US publication for CFOs and other finance professionals, offering news, insights, and guidance on topics such as strategy, risk management, compliance, and leadership.
CFO Dive
  • Website
  • Informa TechTarget
Online publication aimed at CFOs, covering finance issues from a US perspective.
Financial Accountant
  • Website
  • Redactive Publishing Ltd.
The official magazine of the Institute of Financial Accountants, published six times a year. Features news, opinion pieces and articles on general topics such as health and wellbeing.
FM
  • Website
  • AICPA & CIMA
Magazine from AICPA & CIMA, covering various issues relating to management accounting.
Management Accountant
  • Website
  • Institute of Cost Accountants of India (ICMAI)
A monthly journal from the Institute of Cost Accountants of India (ICMAI), offering insights on cost and management accounting, strategy, and sustainability.
Disclaimer

ICAEW accepts no responsibility for the content on any site to which a hypertext link from this site exists. The links are provided 'as is' with no warranty, express or implied, for the information provided within them. Please see the full copyright and disclaimer notice.

Articles and books in the ICAEW Library collection

The collection of the ICAEW Library & Information Service includes a range of articles, books and reports on financial management. Use the links below to see what we have available to request in our Library catalogue (Libcat).
Charity Finance yearbook, 2025
  • Library book
  • 2025
  • Charity Finance
  • Civil Society Media
Aimed at charity finance professionals, this yearbook includes updates and insights on accounting and audit, VAT and taxation, investment strategy, responsible investment and finance, risk management, funding, performance evaluation, governance, legal and regulatory matters, HR and pensions, information technology, and property. Also included are various model job descriptions and model terms of reference.
Accounting and finance for managers: a business decision making approach
  • Library book
  • 2024
  • M. Bamber, S. Parry
  • Kogan Page
A textbook for business and management students, providing an overview of the core topics of accounting and finance.
Tax valuations: cross-border transfers of intangible assets
  • Library book
  • 2024
  • L. MacGregor, S. Tilstone
  • LexisNexis
A brief digest covering the valuation of intangibles for tax purposes. Includes sections on asset identification, bases of value, valuation methodologies, goodwill, and the relationship between market value and arm's length provision.
Management and cost accounting
  • Library book
  • 2024
  • C.Drury
  • Cengage Learning EMEA
Explains the fundamentals of management and cost accounting, including chapters covering activity-based costing, budgeting, sustainability and data analytics. The target audience is primarily undergraduate students who are pursuing a management accounting course, or students who are preparing for the management and cost accounting examinations of professional accountancy bodies.
SBBI yearbook: stocks, bonds, bills, and inflation, 2023
  • Library book
  • 2023
  • R.G. Ibbotson
  • Kroll
An annual resource for historical US capital markets data, covering the period from January 1926 to the present. It sets out returns, index values, and statistical analyses for a number of asset classes.
The charity treasurer's handbook
  • Library book
  • 2023
  • G.G.Morgan
  • Directory of Social Change (DSC)
This book looks at charity finances from the perspective of treasurers and finance officers in smaller charities; treasurers and finance officers of larger charities will find much of the content is applicable to them too.

To find out how you can borrow books from the Library please see our guide to borrowing books.

You can obtain copies of articles or extracts of books and reports through our document supply service.

External resources

A guide to financial management for SMEs
  • Website
  • GOV.UK
A September 2012 report compiled by ICAEW, ACCA and E&Y for the Department for Business, Innovation & Skills. Highlights the importance of financial management throughout business development and lists the financial questions for small and medium-sized enterprise (SME) owners to consider.
Essentials of financial management
  • Website
  • Liverpool University Press
An Open Access e-textbook aimed at students with limited knowledge of finance and financial markets. Covers key issues relating to financial management, such as how businesses finance their activities, how they select projects to invest in, the distribution of net cash flow and how they manage price risk.
Terms of use

ICAEW accepts no responsibility for the content on any site to which a hypertext link from this site exists. The links are provided 'as is' with no warranty, express or implied, for the information provided within them. Please see the full copyright and disclaimer notice.

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The ICAEW Library can give you the right information from trustworthy, professional sources that aren't freely available online. Contact us for expert help with your enquiries and research.

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Some of the content on this web page was provided by the Chartered Accountants’ Trust for Education and Research, a registered charity, which owns the library and operates it for ICAEW.