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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

5-STEPS FOR CONFIDENTLY TALKING TO CLIENTS ABOUT ADDING SERVICES

Easy! Just imagine they are only wearing underwear and you’re off to races, right!?! Hmm maybe for some, but for the rest of us confidence means more than bravado, a fancy suit and slick hair. ...

3 STEPS TO TAKE BEFORE TURNING TO TECH TO GET HIGH QUALITY DATA

The grand promise of the 21st century – TECH! While Y2K may not have brought the world crashing down, the internet of things sure hasn’t solved all our problems (while creating a few of its ...

2 ESSENTIALS: FOR IMPROVING YOUR BOOKKEEPING DATA

You’ve probably heard the saying Garbage In = Garbage Out (GIGO) But what does this have to do with accounting, bookkeeping, or forecasting? WATCH: Helm Co-Founder Kelvin Gieck, discuss the ...

HOW TO SCALE YOUR ADVISORY SERVICES

When you hear ‘scale’ you likely picture the CEO of some revolutionary tech startup standing in front of some crazy hockey stick shaped graph. If we professionals had access to unlimited capital, and ...

HOW TO USE THE BALANCE SHEET TO IDENTIFY CLIENTS

Excited about getting started with cash flow advisory but not sure which of your clients would best suited for cash flow services? We get it, even if you don’t have a large client list it can be a ...

WHY DO SO MANY SMALL BUSINESSES FAIL? (AND HOW PROFESSIONALS CAN HELP)

When people think about entrepreneurs they most often think of unicorn wins. The built-in-your-garage, scrappy startup that achieved the likes of Amazon, Facebook or Google. And there is some merit to ...

3 REASONS TAX SEASON IS A GREAT TIME TO TALK CASH FLOW WITH YOUR CLIENTS

Want to elevate tax season this year? Looking to add value for your clients? Interested in adding cash flow advisory to your services?  If you said yes to at least one of the above, you’re in the ...

How do i start cash flow advisory

Despite being the single most important area to monitor for small businesses, many bookkeepers and accountants struggle with offering cash flow forecasting and cash management advisory services to ...

HELM’S NEW VEEM INTEGRATION

2020 has been a big year for a lot of reasons. Here at Helm, it has been a huge year of adding new features and progressing our product in a direction that is completely different than any other. And ...