Helm – Page 6

5-STEPS FOR CONFIDENTLY TALKING TO CLIENTS ABOUT ADDING SERVICES

Easy! Just imagine they are only wearing underwear and you’re off to races, right!?! Hmm maybe for some, but for the rest of us confidence means more than bravado, a fancy suit and slick hair. https://www.youtube.com/watch?v=xUCxvygfzQQ&t=579s You’ve got incredible technical skills. But a roadblock that we see often in our Cash Flow Advisory Course, and […]

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3 STEPS TO TAKE BEFORE TURNING TO TECH TO GET HIGH QUALITY DATA

Advisory, Bookkeeping / Helm

The grand promise of the 21st century – TECH! While Y2K may not have brought the world crashing down, the internet of things sure hasn’t solved all our problems (while creating a few of its own). While we love tech here at Helm – especially accounting tech, you can’t compute your way out of having

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2 ESSENTIALS: FOR IMPROVING YOUR BOOKKEEPING DATA

Bookkeeping, Cash Management / Helm

You’ve probably heard the saying… Garbage In = Garbage Out (GIGO) But what does this have to do with accounting, bookkeeping, or forecasting? WATCH: Helm Co-Founder Kelvin Gieck, discuss the importance of high quality data for accurate and useful forecasts here The Importance of High Quality Bookkeeping Data Good data isn’t just about keeping track

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HOW TO SCALE YOUR ADVISORY SERVICES

Advisory / Helm

When you hear ‘scale’ you likely picture the CEO of some revolutionary tech startup standing in front of some crazy hockey stick shaped graph. If we professionals had access to unlimited capital, and the desire to expand extremely rapidly we could show those same vertical trajectories, but we likely don’t want that. So what does

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HOW TO USE THE BALANCE SHEET TO IDENTIFY CLIENTS

Advisory, Cash Flow Forecasting, Cash Management, Client Relationships / Helm

Excited about getting started with cash flow advisory but not sure which of your clients would best suited for cash flow services? We get it, even if you don’t have a large client list it can be a daunting task. We have talked about how to narrow your client list using industry commonalities. (P.S. Now

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WHY DO SO MANY SMALL BUSINESSES FAIL? (AND HOW PROFESSIONALS CAN HELP)

Cash Management, Small Business / Helm

When people think about entrepreneurs they most often think of unicorn wins. The built-in-your-garage, scrappy startup that achieved the likes of Amazon, Facebook or Google. And there is some merit to that thinking. When you build a successful company, something you created from your own effort, intuition and ingenuity, the upsides make it all worth

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3 REASONS TAX SEASON IS A GREAT TIME TO TALK CASH FLOW WITH YOUR CLIENTS

Advisory, Cash Flow Forecasting, Cash Management, Client Relationships / Helm

Want to elevate tax season this year? Looking to add value for your clients? Interested in adding cash flow advisory to your services? If you said yes to at least one of the above, you’re in the right place. Helm was built by accountants for accountants, so we know how busy and frustrating this time

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How do i start cash flow advisory

Advisory, Cash Flow Forecasting, Cash Management / Helm

Despite being the single most important area to monitor for small businesses, many bookkeepers and accountants struggle with offering cash flow forecasting and cash management advisory services to their clients. We see it a lot and it’s a reason why we have created the Definitive Guide to Cash Flow Advisory. Often, after creating and building

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HELM’S NEW VEEM INTEGRATION

Accounts Payable (AP), Cash Flow Forecasting, Cash Management, Company News, Helm / Helm

2020 has been a big year for a lot of reasons. Here at Helm, it has been a huge year of adding new features and progressing our product in a direction that is completely different than any other. And here we are closing in on the year’s end, with a monster of a feature release

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HOW TO PRICE CASH FLOW

Advisory, Cash Flow Forecasting, Cash Management / Helm

It’s clear that your clients would benefit from comprehensive cash flow forecasting, but many of them may be under the false assumption that they can’t afford it. As an accounting professional, you may also be unsure of how to price this valuable service. With Helm––and with a qualified accountant––cash flow analysis has become accessible for

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