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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

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 ...

THE OUTSOURCED CONTROLLER’S MINDSET

Most professional bookkeepers will know how to make a budget or forecast, and manage their own bookkeeping process, so it’s usually a mindset shift that is the real hurdle to becoming a controller. ...

WHY HEARING ‘NO’ FROM A CLIENT IS OK FOR ADVISORS

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 ...

THE ULTIMATE GUIDE FOR BOOKKEEPERS WANTING TO OFFER OUTSOURCED CONTROLLERSHIP SERVICES

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 ...

HOW TO MAKE YOUR DATA MORE TIMELY WITH TECH

– ‘There’s an app for that!’ – Heard that one enough yet? Same, we get it, we’ve all got some “app-apathy” (try saying that 10 times fast). Even with the proper fundamentals in ...