Not sure what type of forecast will bring your business the most value to your business? In this article we take a look at the difference and benefits of short and long-term forecasting If you’re interested in building your own cash flow forecasts check out our free guide + template. For now we’re going to […]
SHORT VS. LONG TERM CASH FLOW FORECASTING Read More »
In this guide we’ll show how you can use Xero’s built in short term cash flow forecasting tool to start making better business decisions. Short term cash flow forecasting is a great tool for keeping track of upcoming payments and receivables. After reading this guide you’ll be able to use Xero’s built in tool, and
WHAT IS XERO’S CASH FLOW FORECAST TOOL AND SHOULD YOU USE IT? Read More »
We’re excited to announce that we’ve received a $100,000 grant from Alberta Innovates for project development! Thank you Alberta Innovates! What we’re working on Their support allows us to continue to develop innovative solutions for advisors and small businesses across Alberta, Canada, and the World. This grant will immediately be put to use building innovative
Helm Recieves $100,00 Grant from Alberta Innovates Read More »
Recently, our very own Kelvin Gieck joined Clayton Achen, from Achen Henderson CPAs, on the Your Business Unleashed podcast to discuss all things entrepreneurship and accounting. They discuss how Kelvin became an entrepreneur, how he started his firm Twenty-Eighty Financial, and where the idea for Helm came from. They also discuss: The importance of
1-ON-1 WITH KELVIN GIECK AND CLAYTON ACHEN Read More »
Today we’ll be looking at the average price and costs of fractional CFOs to help you price your services. A peak inside: What is Fractional CFO? What Does a Fractional CFO do? How much should I charge for CFO services? How much does a fractional CFO cost? How many hours does a fractional CFO work?
HOW TO PRICE FRACTIONAL CFO SERVICES Read More »
Are you excited to start offering controller services for your clients but not sure which ones to approach? This guide is for you! Below we cover 4 ways to identify clients for controller services. New to controller services? Be sure to read our 12-month plan (Bookkeeping to Controllership), and take our Controller Readiness Quiz to
How to Identify Clients for Controller Services Read More »
Owners of small and medium-sized businesses face a range of challenges that require diverse skills to overcome. While entrepreneurs have the expertise to run their business, they may not necessarily have the financial know-how to optimize their company’s financial performance. After all if they did, they probably would have started their own financial or accounting practice.
HIRING A FRACTIONAL CFO: SAVE TIME AND SOLVE FINANCIAL PROBLEMS Read More »
A common question we see is: “How much cash should a business have on hand?” While no one can give a definitive catch-all answer for how much cash to keep on hand, there are guidelines that vary with industry, stage a business is in, financial resources, past expenditures and business goals. In general: Businesses should
How Much Cash Should a Business Have on Hand? Read More »
