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. That’s where cash flow software comes in. If you’re a bookkeeper, or someone who is already extremely familiar with […]
THE BEST CASH FLOW SOFTWARE FOR BOOKKEEPERS Read More »
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 USA accounting for 99.9% of all US based businesses! Small Business Statistics Not only do small business represent by far the largest proportion of business, they
THE TOP 5 REASONS SMALL BUSINESSES FAIL Read More »
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? What is a 3-way forecast? The 3 components of a 3-way forecast Why is a 3-way forecast important for businesses?
THE BEST 3-WAY FORECASTING APPS Read More »
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 overwhelming. Below you’ll find the essential tools every modern bookkeeper should consider adding to their tech stack. Whether you’re looking
THE BEST TECH STACK FOR BOOKKEEPERS IN 2023 Read More »
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. Below you’ll find: FAQs BELOW HOW TO SYNC OR RESET YOUR ACCOUNTING DATA HOW TO SYNC / RESET YOUR ACCOUNTING DATA:
THE ULTIMATE GUIDE TO HELM Read More »
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! A quick word from Helm Co-Founder Kelvin Gieck: “Regardless of the outcome of your application, I wanted to say congratulations. Win or lose, the fact you entered these
TOP 10 ADVISORS OF THE YEAR 2022 Read More »
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 Xero users Additional resources to make the most of Xero and your tech stack What is a
THE BEST CASH FLOW FORECASTING SOFTWARE FOR XERO USERS Read More »
What is a controller anyway? In this article, we’ll break down the key differences between bookkeepers, controllers, and CFOs and compare their responsibilities. Plus take a look at average salaries, and when businesses should hire each. A peak inside: What does a bookkeeper do? What does a controller do? What does a CFO do? Bookkeeper vs
WHAT’S THE DIFFERENCE BETWEEN BOOKKEEPERS, CONTROLLERS AND CFO’S? Read More »
A 4 -step plan to help bookkeepers offer controller services in the next 12-months. Plus all the basics like why you should be offering them, and answers to questions like “What does a controller do anyway?” A peak inside: Why should I offer controller services? Am I ready to offer controller services? What exactly does
UNLOCKING THE POWER OF OUTSOURCED CONTROLLER SERVICES: A BEGINNER’S GUIDE Read More »
82% of business closures can be attributed to inadequate cash management. And with small business and medium sized business reprsenting 99.9% (is this a soap commercial?) of all businesses in the US and Canada there is a big need for controller services. Business are calling out for these services whether they know what to call
THE UNTAPPED OPPORTUNITY OF OUTSOURCED CONTROLLER SERVICES Read More »
