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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.
Two people looking at the laptop having a conversation
Debt finance education key to boosting SME uptake
  • Article
  • 20 May 2025
ICAEW’s response to the government’s call for evidence on small business access to finance also highlights concerns about cost, time and red tape as stalling uptake of debt finance.
Wind turbines on a wooded hillside at dusk surrounded by clouds
Getting started with sustainability planning and reporting
  • Article
  • 15 May 2025
As part of the transition to net zero, good sustainability reporting is vital. Here’s how to transform your finance function to be net zero-ready.
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Finance transformation: how to measure and improve
  • Article
  • 14 May 2025
Creating an action plan based on a gap analysis provides the foundation of a good finance transformation project. But without a solid plan for measuring and evaluating performance, it won’t deliver.
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Navigating tariffs: four considerations for auditors
  • Article
  • 29 Apr 2025
The introduction of enhanced tariffs by the current US administration will inevitably place a strain on many UK-based and global businesses.
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How to raise finance to scale up your business
  • Article
  • 28 Apr 2025
From start-up to scale-up: understanding the expectations of lenders and funders and getting your financial ducks in a row will oil the cogs for raising finance.
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Public sector net debt more than £95,000 per household
  • Article
  • 24 Apr 2025
The provisional deficit for the year to March 2025 of £152bn is £21bn more than in 2023/24, and £15bn more than was estimated by the OBR at the time of the Spring Statement 2025.
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Closing the communication gap in your finance team
  • Article
  • 23 Apr 2025
Whether it’s building trust, navigating tough conversations or inspiring colleagues, strong communication is the cornerstone to building stronger teams, says Nick Elston.
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Green budgeting: driving sustainable growth through smart planning
  • Article
  • 22 Apr 2025
ICAEW is combining its public sector and sustainability expertise to assess the role that ‘green budgeting’ plays in achieving economic and environmental prosperity.
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

Financing your start-up
  • Helpsheets and support
  • 2025
When setting up a new business one of the first questions you must answer is ‘Will I need finance to set up my business?’ This might be to fit out a premises, to pay staff while they are training or to buy equipment. Many businesses start off with ‘owners equity’ – money they put into the business to fund the start-up. But when they get the business going they may need finance.
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.
Preparing smarter business plans
  • Report
  • 2020
The ICAEW Business and Management Faculty shares hints and tips for businesses writing a business plan at a time when many businesses are applying for finance to help them through the pandemic.
More reports

Webinars

Power BI Tips & Tricks Live: your questions answered
  • Webinar
  • 16 May 2025
Attend this webinar to gain a better understanding of using Power BI and its applications in accounting.
AI: separating myth from reality, with Oracle
  • Webinar
  • 07 Apr 2025
Explore the implications of AI and Generative AI for Finance teams.
Exclusive Critical Skills Series: Modern PowerPoint must know speed up tricks
  • Webinar
  • 27 Mar 2025
Around 40% of time spent on PowerPoint is spent formatting, and as much as it can sometimes be essential, the time could be drastically cut if users knew some speed up tips. PowerPoint MVP David Benaim will showcase his favourite keyboard shortcuts, speed align tricks, and slide surgery techniques to edit multiple things quickly plus all the various ways that AI and modern tools can help to create stunning, engaging presentation slides.
Is this the end of Pivot Tables?
  • Webinar
  • 21 Mar 2025
This webinar will explore the basics of Pivot Tables before diving into new and alternative functionality that can also be used to analyse and work with data in Excel.
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 AI and Accounting Jobs: Evolution and Opportunities
  • Webinar
  • 06 Mar 2025
This session addresses AI’s impact on job roles. Understand which tasks can be automated and the implications for accountants. Kevin will discuss job evolution and the creation of new opportunities driven by AI, providing real-world examples and practical insights into job evolution. Learn essential strategies for upskilling and personal development
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.
Enhance Excel with Microsoft Copilot
  • Webinar
  • 25 Feb 2025
This webinar will explore the basics of Microsoft Copilot in Excel. You will learn tips and tricks on how to incorporate it into your daily use of Excel.
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 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.
Exclusive Chief financial officer and corporate performance: finance, governance and risk
  • eBook
  • 2024
  • Elżbieta Bukalska, Anna Wawryszuk-Misztal, Tomasz Sosnowski
  • Routledge
This book firstly provides theoretical issues on financial management and the results of previous research, while the second part is empirical, showing the methodology and results of the authors' research. The book also examines CFO power. It highlights the importance of the position of financial managers in companies.
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

Some online journal titles are available only to logged-in ICAEW members, ACA students and other entitled users. To view the full range of titles available to you, please log in.
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. Until 2021 it was a print magazine; the Library provides online access to issues published between 1994 and 2021 via its premium databases.
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.
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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