A batter doesn’t step up to home plate hoping to strike out. Nor did you go to your client with new ideas and hope to hear ‘NO’. But, just because you didn’t hit a homerun, doesn’t mean you struck-out. You likely know your client’s business better than anyone. As their financial professional and trusted advisor […]
WHY HEARING ‘NO’ FROM A CLIENT IS OK FOR ADVISORS 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 »
Easy! Just imagine they are only wearing underwear and you’re off to races, right!?! Hmm maybe for some, but for the rest of us confidence means more than bravado, a fancy suit and slick hair. https://www.youtube.com/watch?v=xUCxvygfzQQ&t=579s You’ve got incredible technical skills. But a roadblock that we see often in our Cash Flow Advisory Course, and
5-STEPS FOR CONFIDENTLY TALKING TO CLIENTS ABOUT ADDING 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 »
