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 […]
How to Professionally Ask for Payment + Free Templates Read More »
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 »
Forecasting accounts receivable is a great starting place when building out your cash management process. In this guide we’ll give a brief overview of forecasting accounts receivable, how it helps, and how you can get started with a method called Days Sales Outstanding (DSO). After that we’ll touch on why forecasting accounts receivable should be
HOW TO FORECAST ACCOUNTS RECEIVABLE IN 3 SIMPLE STEPS Read More »
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
CASH FLOW FORECASTING TEMPLATE: FREE DOWNLOAD & STEP-BY-STEP GUIDE 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 »
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 »
