Helm's Blog

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

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...