A fractional CFO, also known as an outsourced CFO, is a financial professional who provides part-time or project-based financial leadership to small and mid-sized businesses. Looking at the top reasons small business fail we can quickly see a strong need for financial and strategic planning that fractional CFOs bring. If you’re considering a career as […]
The 8 skills you need to succeed as a Fractional CFO Read More »
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 »
Providing cash flow forecasts and cash management for your clients is a great way to increase your value to clients, and help their business. But only if you can do it a timely, and accurate manner. That’s where cash flow software comes in. If you’re a bookkeeper, or someone who is already extremely familiar with
THE BEST CASH FLOW SOFTWARE FOR BOOKKEEPERS Read More »
Looking for a crystal ball? Would you settle for 3-5 year financial and strategic planning? A 3-way forecast may be just what your looking for. On the agenda Why should I create a 3-way forecast? What is a 3-way forecast? The 3 components of a 3-way forecast Why is a 3-way forecast important for businesses?
THE BEST 3-WAY FORECASTING APPS Read More »
There are 988 apps published on the Apple App Store per day alone. That’s roughly 41 apps an hour! It goes without saying the amount of apps, and tech, and software solutions out there is overwhelming. Below you’ll find the essential tools every modern bookkeeper should consider adding to their tech stack. Whether you’re looking
THE BEST TECH STACK FOR BOOKKEEPERS IN 2023 Read More »
Drum roll please! The judges have finalized their scoring, and the results are in. We have the list of the Top 10 Advisors of the Year 2022! A quick word from Helm Co-Founder Kelvin Gieck: “Regardless of the outcome of your application, I wanted to say congratulations. Win or lose, the fact you entered these
TOP 10 ADVISORS OF THE YEAR 2022 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
RECAP: THE ADVISOR’S YEAR-END PREP CAMP Read More »
Cash is the lifeblood of a business making it essential for owners to track. Calculating burn rate will let you see how quickly your spending money, and how long you can sustain your current level of operations. Already go the basics covered? Jump ahead and access our free template here to start calculating cash burn
HOW TO CALCULATE CASH BURN RATE AND RUNWAY 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 »
