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 all businesses fail over a 10 year horizon, and 80% of those businesses fail due to cash flow failures. 60% of those businesses that […]
THE 3 LEVERS OF CASH MANAGEMENT + HOW TO MANAGE THEM Read More »
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, and to everyone else who joined Kelvin in our discussion! If you missed our session, no worries! We’ve got you covered here
DON’T LET CASH FLOW FORECASTING BE A CRUTCH: ROUNDTABLE RECAP Read More »
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 the technical skills, you have the client’s that need help, so what can you do to transition towards outsourced controllership services? Before
THE ULTIMATE GUIDE FOR BOOKKEEPERS WANTING TO OFFER OUTSOURCED CONTROLLERSHIP SERVICES Read More »
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 importance of high quality data for accurate and useful forecasts here The Importance of High Quality Bookkeeping Data Good data isn’t just about keeping track
2 ESSENTIALS: FOR IMPROVING YOUR BOOKKEEPING DATA Read More »
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 that thinking. When you build a successful company, something you created from your own effort, intuition and ingenuity, the upsides make it all worth
WHY DO SO MANY SMALL BUSINESSES FAIL? (AND HOW PROFESSIONALS CAN HELP) Read More »
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 their clients. We see it a lot and it’s a reason why we have created the Definitive Guide to Cash Flow Advisory. Often, after creating and building
How do i start cash flow advisory Read More »
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 here we are closing in on the year’s end, with a monster of a feature release
HELM’S NEW VEEM INTEGRATION Read More »
