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Category: Articles

Business improvement cycle: Operate, Report, Manage for continuous growth

Step #6: Learn Iterate & Improve in Business – Week #37 of The Financial Operating System®

Posted on October 13, 2025

The final step, “Step #6: LEARN, ITERATE, AND IMPROVE” in Chapter 22, focuses on adopting a continuous impro …

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Illustration of an accountability chart with roles and responsibilities.

HR Tools – Week #36 of The Financial Operating System®

Posted on October 6, 2025

HR tools for financial success play a crucial role in ensuring employees contribute effectively to a company’s fin …

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CEO discussing financial oversight with a CFO

Delegation versus Abdication – Week #35 of The Financial Operating System®

Posted on September 29, 2025

Business owner CEOs face the question of how much responsibility for their business’s finances they should delegate. C …

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Zero-Based Budgeting process for cost control and efficiency

Zero-Based Budgeting – Week #34 of The Financial Operating System®

Posted on September 22, 2025

Note the blank page in the image above. Zero-Based Budgeting is a budgeting method in which every expense must be justif …

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Price experimentation strategy for business profitability

Price Experimentation – Week #33 of The Financial Operating System®

Posted on September 15, 2025

Price experimentation was one of the tactics mentioned in last week’s note. It involves testing and analyzing how chan …

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"Business team using financial data to drive performance through operationalized metrics."

Operationalizing Metrics – Week #32 of The Financial Operating System®

Posted on September 8, 2025

It’s one thing to create metrics and targets. This chapter focuses on transforming those financial metrics into action …

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Marketing Agency Power Hour

Marketing Agency Power Hour Podcast

Posted on September 3, 2025

In the Marketing Agency Power Hour, SmartBooks founder Cal Wilder powers through discussions on business challenges, suc …

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"Financial experts analyzing an annual forecast to track business performance and adjust financial goals."

Annual Forecast – Week #31 of The Financial Operating System®

Posted on September 1, 2025

Accountants tend to look backward and tell you how you did in the past. The Financial Operating System also emphasizes t …

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"Business professionals reviewing a structured metrics framework to align performance goals."

Use a Metrics Framework – Week #30 of The Financial Operating System®

Posted on August 25, 2025

This chapter emphasizes the importance of implementing a structured metrics framework as part of managing the business. …

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