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Helm's Blog

Tips, tricks and all there is to know about cash flow.

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 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 the initial cash flow forecast professionals will find themselves asking one simple question: what's next?

How Professionals Can Create Value By Knowing: What Is Cash Flow?

Over my years in business I have had the privilege of working with a lot of really smart...

Life, Nature, Inefficiencies and Cash Management

Life is funny sometimes isn't it? You have a problem you're trying to solve, then ironically, or...

What's New With Helm - April 2021

It’s been a busy start of the year here at Helm, and we’re excited to share with you all that’s...

Why Tax Season is the Perfect Time to Consider Offering Cash Flow

Helm was built by accountants, so we definitely understand––you’re busy right now. Tax season...

Create a Cash Flow Forecast in 5 Steps

Using Helm, cash flow forecasting takes little time to implement and deliver to clients, but...

Helm's Partner Accelerator Program

Following up on the big release of our Veem integration last week, our team here at Helm is...

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...

How to Price Cash Flow

It’s clear that your clients would benefit from comprehensive cash flow forecasting, but many of...

Have You Outgrown Your Spreadsheet? Forecast Faster With Helm

Much is owed to the humble spreadsheet. The powerful tool was invented in 1979 by Harvard student