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?
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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
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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
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Cash is king for any business. Today, we’ll be looking at 10 of the top cash flow forecasting and management apps on the market. For each one you’ll find some key features, drawbacks and the latest pricing We’ll be highlighting tools with a range of pricing and feature sets to help you find the best
THE 10 BEST CASH FLOW APPS FOR SMALL BUSINESSES Read More »
If you’re facing uncertainty surrounding your cash balance, looking to spend less time in spreadsheets, and improve your financial management you may want to consider implementing cash flow management software What is Cash Flow Management Software Cash flow management software is designed to manage all the in and outflows of cash through your business. Generally,
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Are you creating cash flow forecasts using spreadsheets? Do you know how much time it’s taking you to build and maintain each one? What if there was an easier and quicker way… https://www.youtube.com/watch?v=zM7CVpDg8ts&t=4s Let’s start by looking at the different steps and how long each takes in spreadsheets and then in Helm: 1. Preparing
HELM VS. SPREADSHEETS: HOW TO SAVE 10HRS A MONTH WITH HELM Read More »
Despite how it may feel, a negative cash flow is not a death sentence. But, lets not sugar coat it – its far from ideal , and something you should take seriously. Thankfully, with the right procedures in place you can improve your cash flow. On the Agenda: Understanding Negative Cash Flow Is Negative Cash
WHAT TO DO IF YOUR BUSINESS HAS A NEGATIVE CASH FLOW Read More »
Thank you to everyone who joined us for The Advisor Year-End Camp on November 30, 2022, and to our amazing speakers Nick Sinclair, Jenny Blake, and Nicholas Marston, CPA! (plus our very own Kelvin Gieck) You can now watch full recordings of each session below! We hope you found these sessions valuable and engaging, and wish you a
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