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 »
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 »
A 4 -step plan to help bookkeepers offer controller services in the next 12-months. Plus all the basics like why you should be offering them, and answers to questions like “What does a controller do anyway?” A peak inside: Why should I offer controller services? Am I ready to offer controller services? What exactly does
UNLOCKING THE POWER OF OUTSOURCED CONTROLLER SERVICES: A BEGINNER’S GUIDE Read More »
Today we’ll be looking at the average price and costs of fractional CFOs to help you price your services. A peak inside: What is Fractional CFO? What Does a Fractional CFO do? How much should I charge for CFO services? How much does a fractional CFO cost? How many hours does a fractional CFO work?
HOW TO PRICE FRACTIONAL CFO SERVICES Read More »
Are you excited to start offering controller services for your clients but not sure which ones to approach? This guide is for you! Below we cover 4 ways to identify clients for controller services. New to controller services? Be sure to read our 12-month plan (Bookkeeping to Controllership), and take our Controller Readiness Quiz to
How to Identify Clients for Controller Services 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 »
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 »
Most professional bookkeepers will know how to make a budget or forecast, and manage their own bookkeeping process, so it’s usually a mindset shift that is the real hurdle to becoming a controller. “An object at rest stays at rest, and an object in motion stays in motion” We’ve all read those words in a
THE OUTSOURCED CONTROLLER’S MINDSET Read More »
