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...
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...
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...
Helm + Sage Integration
Calling all Sage users! We’re excited to announce Helm is now fully integrated with Sage Business...
Helm has been selected as a top Fintech company
Helm has been selected as a top Fintech company in Calgary by Fintech Energy!
Short vs. Long term Cash Flow Forecasting
Not sure what type of forecast will bring your business the most value to your business? In this...
Helm vs. Spreadsheets: How to save 10hrs a month with Helm
Are you creating cash flow forecasts using spreadsheets?Do you know how much time it's taking you...
Advisor Roundtable | Outsourcing & Offshoring With Nick Sinclair
Facing challenges scaling your services? Join Nick and Kelvin as they discuss how outsourcing &...
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...
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...