Successful Independent Consulting

MARCH 28, 2025

Founded in 2003, BookkeepingDirect helps small consulting firms achieve freedom from financial stress so they can do their best work. Keep your finger on the pulse of your business by regularly reviewing your financial statements. You are using financial software, right, and not just Microsoft Word or Excel?)

Cash Flow 195

Cash Flow Consulting Banking Software 195

Harvard Business

DECEMBER 16, 2024

Examples from healthcare, financial services, and legal profession illustrate the challenges and ways to overcome them. Managing these ecosystems effectively requires comprehensive training, designing technological infrastructures and processes so they foster collaboration, and robust governance frameworks.

System 175

System Management Healthcare Government 175

Harvard Business

FEBRUARY 26, 2021

Adjust your messaging to focus on purpose, value, and impact.

Financial 172

Financial 172

Epicflow

NOVEMBER 25, 2024

It involves financial and non-financial indicators, e.g., a company’s productivity, profitability, customer satisfaction, and others. Read the article to find out. Improving Business Performance: Essential Steps Business performance indicates how effectively a company achieves its objectives.

Tools 246

Tools Management Efficiency Resources 246

Harvard Business

AUGUST 6, 2020

Their collapse could further destabilize the global supply chain.

Financial 172

Financial Management 172

Epicflow

NOVEMBER 13, 2024

Other Features Resource management; Project management; Financial management; Business intelligence; Collaboration and feedback. Other Features Planning and prioritization; Strategic alignment; Demand capture; Project management; Team delivery; Financials. Ganttic Ganttic is a resource planning and scheduling tool.

Tools 240

Tools Software Resources Healthcare 240

Harvard Business

NOVEMBER 1, 2022

The ROI can be hard to calculate — but that doesn’t mean it’s not substantial.

Financial 184

Financial ROI Finance Operations 184

Harvard Business

OCTOBER 7, 2021

The bill on your greenhouse gas emissions is coming. Are you ready to pay it?

Financial 172

Financial Policies Government 172

Harvard Business

MARCH 25, 2025

Moody’s calculated that the risk of standing still outweighed the risk of moving fast.

Financial 179

Financial Culture 179

Harvard Business

OCTOBER 26, 2020

When we stress out about money, what’s really going on?

Financial 172

Financial Management 172

Harvard Business

JULY 15, 2022

Digital financial companies are making big claims about financial inclusion — but are failing to disclose data that backs up their efforts.

Financial 249

Financial Data Company Marketing 249

Harvard Business

OCTOBER 30, 2023

Although financial analysts widely acknowledge that innovation is a key driver of business growth and business sustainability, the financial markets do not reward innovation investments, largely because companies do a poor job of making innovation transparent to investors and analysts.

Financial 251

Financial Company Marketing Analysis 251

Progressus

MARCH 6, 2025

Financial Reports in Microsoft Dynamics 365 Business Central With Financial Reports in Microsoft Dynamics 365 Business Central, you can drill into live financial data in real time, tracing every number back to its source.

Financial 52

Financial Report Data 52

Harvard Business

APRIL 21, 2025

Sponsor content from Mastercard.

Financial 162

Financial 162

Tom Spencer

MARCH 28, 2025

Digital currencies are revolutionizing the financial world, creating new opportunities and challenges for consumers, financial institutions, and governments. While cryptocurrencies promise to deliver more efficient, transparent, and accessible financial systems, the rise of crypto is also driven by broader concerns.

Banking 88

Banking Financial System B2B 88

Harvard Business

JULY 29, 2024

This oversight can lead to significant financial costs due to increased healthcare expenses, reduced productivity, and decreased labor availability. Proactively safeguarding employee health not only benefits workers but also strengthens public health systems and enhances corporate financial stability.

Healthcare 251

Healthcare Financial System Productivity 251

Harvard Business

AUGUST 6, 2024

Stablecoins — cryptocurrencies pegged to an external currency — have the potential to rewire the global financial system, and expose banking and finance to new digital competition. The outcome will be consequential not only for financial institutions but for any company and digital platform that relies on money movement at scale.

Finance 252

Finance Banking Financial Video 252

Harvard Business

NOVEMBER 17, 2021

Sponsor content from DailyPay.

Financial 179

Financial 179

Harvard Business

AUGUST 22, 2024

NOAA’s chief scientist explains how new technologies can help businesses understand their impact, create new financial instruments, and enhance risk management.

Financial 250

Financial Management 250

Consulting Success

JULY 23, 2021

But on the financial side, they are slow to invoice. Do you have a consulting invoice template that enables you to create and send professional invoices quickly? We see many consultants who are successful and generating good levels of revenue. They aren’t on top of their finances.

Consulting 246

Consulting Finance Financial Strategy 246

Harvard Business

OCTOBER 5, 2023

With cost of capital this low, many managers have paid scant attention to the time value of money — an essential concept in doing financial analysis. In the United States, short-term interest rates have been near zero for most of the last 15 years.

Management 246

Management Analysis Financial Finance 246

Harvard Business

SEPTEMBER 26, 2024

All impact investors report the financial returns from their funds and investments, and many provide metrics on intended social outcomes, such as numbers of individuals served, or quality jobs created.

Metrics 225

Metrics Healthcare Financial Report 225

Epicflow

FEBRUARY 20, 2025

Budgeting and Cost Control Tracks financial data, including budgets , expenses, and forecasts. Helps identify and address cost overruns early to ensure financial efficiency. Facilitates better decision-making by identifying projects that align with business strategy. Risk Management Identifies potential risks across projects.

Tools 130

Tools Management Software Resources 130

Harvard Business

FEBRUARY 26, 2024

How some financial institutions are using this combination to identify potential investment opportunities, conduct due diligence, and add value post-investment.

Data 253

Data Financial Finance Management 253

Clarity Consultants

JULY 22, 2021

And many were faced with sudden financial hardships as employers closed or reduced hours. COVID-19 has had a dramatic impact on customers. Nearly everyone experienced a level of uncertainty. As time has passed, new customer pain points emerged.

Training 279

Training Training Financial Development 279

Harvard Business

APRIL 29, 2024

They are typically easier to implement than employee productivity use cases because they don’t require as much behavior change, and easier to measure improvements in economic value because improving customer satisfaction often has a financial payoff.

Company 250

Company Analysis Financial Productivity 250

Harvard Business

AUGUST 27, 2024

When employees focus solely on achieving their targets, deadlines, or personal financial goals at the expense of ethical considerations — when doing the right thing feels burdensome compared to seemingly less-costly shortcuts — they can teeter on “ethical burnout.”

Ethics 253

Ethics Financial Strategy Strategy& 253

Harvard Business

JUNE 19, 2024

While companies that are early in their analytics journey will see value creation even with significant internal misalignment, at higher levels of data maturity aligned companies find that analytics capabilities create significantly more value across growth, financial, and customer KPIs.

Data 248

Data Talent Financial Culture 248

Harvard Business

NOVEMBER 26, 2024

A study of 275,000 customers found that the option to pay in installments increased revenue — but was used most by financially constrained shoppers.

Research 223

Research Financial Study Marketing 223

Harvard Business

SEPTEMBER 8, 2023

As reliance on data and analytics continues to expand across industries from agriculture to manufacturing, health care to financial services, it stands to reason that the next generation of data leaders will have far-reaching roles that impact strategy, decision-making, operations, and countless other functions.

Data 254

Data Development Financial Operations 254

Clarity Consultants

FEBRUARY 9, 2025

Here’s a deeper look at key metric categories: Financial Metrics: Tracking the Long-Term Impact of L&D Initiatives Financial metrics provide tangible evidence of L&D’s impact on the company’s bottom line. Return on Investment (ROI): Calculate the financial return generated by L&D investments.

Metrics 147

Metrics ROI Training Training 147

Tom Spencer

NOVEMBER 22, 2024

The adoption of AI is revolutionizing banking products, enabling financial institutions to offer personalized service, increase efficiency, and enhance security. The vast amount of data generated by financial transactions, customer interactions, and market movements makes banking a fertile ground for AI.

Banking 78

Banking Finance Meeting Data 78

Harvard Business

SEPTEMBER 14, 2023

Companies can see big financial benefits by utilizing existing data and simpler technologies to reduce waste, labor costs, overhead, and utility expenses. Too often, smaller companies are intimidated by the high costs, complexity, and long installation times that high-end smart factory systems can require. This is short-sighted.

Financial 253

Financial System Data Company 253

Consulting Success

NOVEMBER 9, 2020

In this episode, Jason speaks to Michael Zipursky about the biggest financial mistake. How did this mining consultant turn that situation around and eventually quadruple the revenues of his consulting firm, Prime Contract Solutions?

Consulting 265

Consulting Financial 265

Steve Shu Consulting

NOVEMBER 23, 2018

ethical, philosophical, financial), and desired outcome measurements. financial spending, medication adherence, governmental compliance). So choice architects do the following things: They identify goals of all constituents, any guardrails (e.g., Architects try to leverage behavioral science research where they can (e.g.,

Ethics 276

Ethics Financial Tools Research 276