Helm's Blog

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

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Bookkeeping

Recap: The Advisor's Year-End Prep Camp

Thank you to everyone who joined us for The Advisor Year-End Camp on November 30, 2022, and to our...

How Much Cash Should a Business Have on Hand?

A common question we see is: "How much cash should a business have on hand?"

4 Float Cash Flow Alternatives For Small Businesses

In this article, we'll look at what Float Cash Flow is, as well as 4 alternatives for small...

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...

Short vs. Long term cash flow forecasting: When, where, and how to use each

In the most basic sense cash flow is simply the amount of money that flows into and out of a...

Advisor Roundtable | Outsourcing & Offshoring With Nick Sinclair

Facing challenges scaling your services? Join Nick and Kelvin as they discuss how outsourcing &...

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...

How to Scale Your Advisory Services

When you hear ‘scale’ you likely picture the CEO of some revolutionary tech startup standing in...

Why it Matters: Bookkeeping VS Controllership

Are you offering truly proactive controllership services?Or are they still slightly reactive?To...