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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

THE DIFFERENCE BETWEEN CASH FLOW AND PROFIT

If you’re new to cash flow forecasting you may be wondering what’s the difference between cash flow and profit?  To answer this question let’s quickly cover some basics.  What is Cash Flow?   ...

THE 6 BEST CASH FLOW MANAGEMENT SOFTWARE TOOLS FOR SMALL BUSINESSES

In this article, you’ll find a brief guide to some key cash management concepts, and a list of some the best cash flow management software on the market. What is Cash Flow Management and ...

HOW TO FORECAST ACCOUNTS RECEIVABLE IN 3 SIMPLE STEPS

Forecasting accounts receivable is a great starting place when building out your cash management process.  In this guide we’ll give a brief overview of forecasting accounts receivable, how it helps, ...

WHAT IS A CASH FLOW FORECAST AND WHY IS IT IMPORTANT FOR SMALL BUSINESSES?

As a business owner you’re no stranger to unpredictability. However, money and unpredictability are two things you likely don’t want to mix. If you’re looking for more stability and ...

9 ADVANTAGES OF CASH FLOW FORECASTING FOR YOUR BUSINESSES

Cash flow forecasting gives you more detail and insight on when and how you will be paying and receiving payments.  At a high level it alerts you to any cash gaps, so you can take early remedial ...

HOW TO CALCULATE CASH BURN RATE AND RUNWAY

Cash is the lifeblood of a business making it essential for owners to track. Calculating burn rate will let you see how quickly your spending money, and how long you can sustain your current level of ...

CASH FLOW FORECASTING TEMPLATE: FREE DOWNLOAD & STEP-BY-STEP GUIDE

In this guide, we’ll start with the basics of what cash flow and cash flow forecasting are, why they’re important for businesses, and how you can get a free template to start forecasting today.  ...

What is QuickBooks Online’s Forecasting Tool & Should You Use It?

In this quick guide we’ll go through how to create and edit forecasts in QBO and discuss strengths and weaknesses of the tool, so you can decided whether or not its right for your business. Does ...

HELM + SAGE INTEGRATION

Calling all Sage users! We’re excited to announce Helm is now fully integrated with Sage Business Cloud Accounting!  The integration is now available for all users in USA, Canada, UK and Ireland.  ...