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 »
When it comes to managing the finances of a small business, there are many factors to consider. One of the most important decisions a business owner makes is the hiring of accounting and bookkeeping services to assist with business finances. While both professionals can be instrumental in ensuring the financial success of your business, there …
Should You Hire a Bookkeeper or an Accountant (or Both?) 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 …
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 …
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 …
Make the most of Xero with the best cash flow forecasting and management apps. A peak inside: What is a cash flow forecast A look at Xero’s built in cash flow tool The best cash flow tool for Xero users Additional resources to make the most of Xero and your tech stack What is a …
THE BEST CASH FLOW FORECASTING SOFTWARE FOR XERO USERS Read More »
What is a controller anyway? In this article, we’ll break down the key differences between bookkeepers, controllers, and CFOs and compare their responsibilities. Plus take a look at average salaries, and when businesses should hire each. A peak inside: What does a bookkeeper do? What does a controller do? What does a CFO do? Bookkeeper vs …
WHAT’S THE DIFFERENCE BETWEEN BOOKKEEPERS, CONTROLLERS AND CFO’S? 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 …
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 …
3 STEPS TO TAKE BEFORE TURNING TO TECH TO GET HIGH QUALITY DATA Read More »
