Accounts Payable (AP)

How to ask for payment

How to Professionally Ask for Payment + Free Templates

Why do we struggle writing payment request emails? Asking for payment or money in any scenario can feel awkward – especially when its overdue. In this article, we’ll take a look at how to effectively and professionally ask for payment on overdue invoices, best practices to follow when sending payment request emails, how to prevent […]

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Helm vs spreadsheets

HELM VS. SPREADSHEETS: HOW TO SAVE 10HRS A MONTH WITH HELM

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

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cash flow forecasting

CASH FLOW FORECASTING TEMPLATE: FREE DOWNLOAD & STEP-BY-STEP GUIDE

In this guide, we’ll start with the basics of what cash flow and cash flow forecasting are, why they’re important for businesses, and how you can get a free template to start forecasting today.  Already got the basics covered? Feel free to jump ahead using the linked headers below: What is cash flow? What is

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Helm case study, managing cash for Ryan's Design Agency

CASE STUDY FORECAST: HELPING RYAN’S DESIGN AGENCY PLAN FOR GROWTH IN HELM

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

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cash management

THE 3 LEVERS OF CASH MANAGEMENT + HOW TO MANAGE THEM

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

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