Calling all Sage users! We’re excited to announce Helm is now fully integrated with Sage Business Cloud Accounting! The integration is now available for all users in USA, Canada, UK and Ireland. While spreadsheets can eventually get the job done they are manually intensive, time-consuming and difficult to keep up to date. Helm provides you […]
HELM + SAGE INTEGRATION Read More »
Many small business owners are facing uncertainty all year round… Unsure whether you have enough cash to pay for wages. Unsure whether you can afford to hire that new team member. Unsure whether you can accept payment on completion for that large project you bidded for. All of these are common questions for a variety
CASE STUDY FORECAST: HELPING RYAN’S DESIGN AGENCY PLAN FOR GROWTH IN HELM Read More »
Helm has been selected as a top Fintech company in Calgary by Fintech Energy! Fintech Energy tracks over 200,000 fintech startups and over 1,000,000 people who hold key positions in these companies. They use their directory of startups to highlight top employees, founders and organizations they think deserve more appreciation than they are currently getting.
HELM HAS BEEN SELECTED AS A TOP FINTECH COMPANY Read More »
As long as I keep my business profitable I’ll be fine… Intuitively that checks out, but there’s a little more going on under the hood. https://www.youtube.com/watch?v=88fWfkvu-iQ Did you know 80% of all businesses fail over a 10 year horizon, and 80% of those businesses fail due to cash flow failures. 60% of those businesses that
THE 3 LEVERS OF CASH MANAGEMENT + HOW TO MANAGE THEM Read More »
Last week we hosted the first of our Advisor Roundtable Series. A series designed for advisors to discuss and learn from one other. Shoutout to Michael Eckstein for being our first featured guest, and to everyone else who joined Kelvin in our discussion! If you missed our session, no worries! We’ve got you covered here
DON’T LET CASH FLOW FORECASTING BE A CRUTCH: ROUNDTABLE RECAP Read More »
If you had an employee, could you give your work to that person and have them do it with few, or no, questions? There’s a belief out there that most businesses are started by people with tangible business skills. The truth is most businesses are started by technicians. In his book ‘The Entrepreneurial Myth’, Michael
The Myth Preventing You From Scaling Read More »
Most professional bookkeepers will know how to make a budget or forecast, and manage their own bookkeeping process, so it’s usually a mindset shift that is the real hurdle to becoming a controller. “An object at rest stays at rest, and an object in motion stays in motion” We’ve all read those words in a
THE OUTSOURCED CONTROLLER’S MINDSET Read More »
A batter doesn’t step up to home plate hoping to strike out. Nor did you go to your client with new ideas and hope to hear ‘NO’. But, just because you didn’t hit a homerun, doesn’t mean you struck-out. You likely know your client’s business better than anyone. As their financial professional and trusted advisor
WHY HEARING ‘NO’ FROM A CLIENT IS OK FOR ADVISORS Read More »
Guess what… If you’re a bookkeeper reading this, chances are you might already be offering some outsourced controllership services. You just don’t know it (and are likely not charging for it!) You have the technical skills, you have the client’s that need help, so what can you do to transition towards outsourced controllership services? Before
THE ULTIMATE GUIDE FOR BOOKKEEPERS WANTING TO OFFER OUTSOURCED CONTROLLERSHIP SERVICES Read More »
– ‘There’s an app for that!’ – Heard that one enough yet? Same, we get it, we’ve all got some “app-apathy” (try saying that 10 times fast). Even with the proper fundamentals in place, you’ll want to be able to process data as fast as you can. Of course the faster something is done, the
HOW TO MAKE YOUR DATA MORE TIMELY WITH TECH Read More »
