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 »
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 »
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 »
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
HOW TO USE THE BALANCE SHEET TO IDENTIFY CLIENTS Read More »
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
3 REASONS TAX SEASON IS A GREAT TIME TO TALK CASH FLOW WITH YOUR CLIENTS Read More »
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
How do i start cash flow advisory Read More »
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
HELM’S NEW VEEM INTEGRATION Read More »
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
HOW TO PRICE CASH FLOW Read More »
