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How to Professionally Ask for Payment + Free Templates

Why do we struggle writing payment request emails? Asking for payment or money in any scenario can feel awkward – especially when its overdue. In this article, we’ll take a look at how to ...

Blog Posts

WHAT’S THE DIFFERENCE BETWEEN BOOKKEEPERS, CONTROLLERS AND CFO’S?

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 ...

UNLOCKING THE POWER OF OUTSOURCED CONTROLLER SERVICES: A BEGINNER’S GUIDE

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 ...

THE UNTAPPED OPPORTUNITY OF OUTSOURCED CONTROLLER SERVICES

82% of business closures can be attributed to inadequate cash management. And with small business and medium sized business reprsenting 99.9% (is this a soap commercial?) of all businesses in the US ...

SHORT VS. LONG TERM CASH FLOW FORECASTING

Not sure what type of forecast will bring your business the most value to your business? In this article we take a look at the difference and benefits of short and long-term forecasting If ...

WHAT IS XERO’S CASH FLOW FORECAST TOOL AND SHOULD YOU USE IT?

In this guide we’ll show how you can use Xero’s built in short term cash flow forecasting tool to start making better business decisions. Short term cash flow forecasting is a great tool ...

Helm Recieves $100,00 Grant from Alberta Innovates

We’re excited to announce that we’ve received a $100,000 grant from Alberta Innovates for project development! Thank you Alberta Innovates!  What we’re working on Their support allows us to ...

1-ON-1 WITH KELVIN GIECK AND CLAYTON ACHEN

Recently, our very own Kelvin Gieck joined Clayton Achen, from Achen Henderson CPAs, on the Your Business Unleashed podcast to discuss all things entrepreneurship and accounting. They discuss how ...

HOW TO PRICE FRACTIONAL CFO SERVICES

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 ...

How to Identify Clients for Controller Services

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. ...