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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

HIRING A FRACTIONAL CFO: SAVE TIME AND SOLVE FINANCIAL PROBLEMS

Owners of small and medium-sized businesses face a range of challenges that require diverse skills to overcome. While entrepreneurs have the expertise to run their business, they may not necessarily ...

How Much Cash Should a Business Have on Hand?

A common question we see is: “How much cash should a business have on hand?” While no one can give a definitive catch-all answer for how much cash to keep on hand, there are guidelines ...

THE 10 BEST CASH FLOW APPS FOR SMALL BUSINESSES

Cash is king for any business. Today, we’ll be looking at 10 of the top cash flow forecasting and management apps on the market. For each one you’ll find some key features, drawbacks and ...

WHAT IS CASH FLOW MANAGEMENT SOFTWARE

If you’re facing uncertainty surrounding your cash balance, looking to spend less time in spreadsheets, and improve your financial management you may want to consider implementing cash flow management ...

HELM VS. SPREADSHEETS: HOW TO SAVE 10HRS A MONTH WITH HELM

Are you creating cash flow forecasts using spreadsheets? Do you know how much time it’s taking you to build and maintain each one? What if there was an easier and quicker way…   ...

WHAT TO DO IF YOUR BUSINESS HAS A NEGATIVE CASH FLOW

Despite how it may feel, a negative cash flow is not a death sentence. But, lets not sugar coat it – its far from ideal , and something you should take seriously. Thankfully, with the right ...

RECAP: THE ADVISOR’S YEAR-END PREP CAMP

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 ...

THE TOP 5 CASH FLOW FORECASTING TOOLS FOR SMALL BUSINESSES

If you’re a small business owner a big part of what keeps you up at night is likely – unpredictability. Especially unpredictability surrounding cash, and the flow of it in and out of your ...

4 FLOAT CASH FLOW ALTERNATIVES FOR SMALL BUSINESSES

In this article, we’ll look at what Float Cash Flow is, as well as 4 alternatives for small businesses looking to do cash flow forecasting. What is Float Cash Flow? Float cash flow is cash flow ...