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7 Ways To Improve Business Cash Flow

Managing cash flow can be a challenge, especially for small business owners. In this article, we’ll take a look at 7 ways to improve cash flow management. How to improve your business’s...

Blog Posts

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. ...

CASE STUDY FORECAST: HELPING RYAN’S DESIGN AGENCY PLAN FOR GROWTH IN HELM

Many small business owners are facing uncertainty all year round Unsure whether you have enough cash to pay for wages. Unsure whether you can afford to hire that new team member. Unsure whether you...

HELM HAS BEEN SELECTED AS A TOP FINTECH COMPANY

Helm has been selected as a top Fintech company in Calgary by Fintech Energy!  Fintech Energy tracks over 200,000 fintech startups and over 1,000,000 people who hold key positions in these companies...

THE 3 LEVERS OF CASH MANAGEMENT + HOW TO MANAGE THEM

As long as I keep my business profitable I’ll be fine Intuitively that checks out, but there’s a little more going on under the hood. https://www.youtube.com/watch?v=88fWfkvu-iQ Did you know 80% of...

DON’T LET CASH FLOW FORECASTING BE A CRUTCH: ROUNDTABLE RECAP

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...

The Myth Preventing You From Scaling

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...
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