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Helm
March 16, 2023
Accounts Payable (AP),Accounts Receivable (AR),Advisory,Cash Management,Small Business
Why do we struggle writing payment request emails? Asking for payment or money in any scenario can feel awkward – especially when its overdue. In this article, we’ll take a look at how to ...
Price is an intimidating topic that can quickly become uncomfortable if you’d have a plan in place. Recently we shared How to Price Fractional CFO Services, and got lots of questions so we thought ...
Budgeting vs. Financial Forecasting: An Overview Budgeting and cash flow forecasting are both critical aspects of financial planning for individuals and businesses. While they may seem similar, they ...
Providing cash flow forecasts and cash management for your clients is a great way to increase your value to clients, and help their business. But only if you can do it a timely, and accurate manner. ...
There’re over 1.19 million small businesses (1-100 employees) representing 97.9% of all employer businesses in Canada. Just south of the border, there are 32.5 million small businesses in the ...
Looking for a crystal ball? Would you settle for 3-5 year financial and strategic planning? A 3-way forecast may be just what your looking for. On the agenda Why should I create a 3-way forecast? ...
Helm
March 6, 2023
Advisory,Bookkeeping,Client Relationships,QuickBooks Online (QBO),Small Business,Xero
There are 988 apps published on the Apple App Store per day alone. That’s roughly 41 apps an hour! It goes without saying the amount of apps, and tech, and software solutions out there is ...
Welcome to Helm! In this guide you’ll find everything you need to get started in Helm so you quickly forecast and manage your cash. If you haven’t created an account yet, get started for free here. ...
Drum roll please! The judges have finalized their scoring, and the results are in. We have the list of the Top 10 Advisors of the Year 2022. “Regardless of the outcome of your application, I wanted ...
Make the most of Xero with the best cash flow forecasting and management apps. A peak inside: What is a cash flow forecast A look at Xero’s built in cash flow tool The best cash flow tool for ...