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 »
When people think about entrepreneurs they most often think of unicorn wins. The built-in-your-garage, scrappy startup that achieved the likes of Amazon, Facebook or Google. And there is some merit to that thinking. When you build a successful company, something you created from your own effort, intuition and ingenuity, the upsides make it all worth
WHY DO SO MANY SMALL BUSINESSES FAIL? (AND HOW PROFESSIONALS CAN HELP) 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 »
