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 »
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 »
