What is it?
It's a monthly coaching & training programme consisting of training, resources, coaching and community designed to help you do one thing: implement a successfull cash flow advisory service.
Lack of cash, lack of planning, and lack of skills & experience are the key points of failure.
But it’s not all doom and gloom - because you, their advisor, are perfectly placed to help them with all of these things…
You’re just not sure how.
Maybe you’ve had clients coming to you asking if they’re able to hire another team member, pay off that debt, or invest in expanding their business, and you weren’t sure how to help or passed it off to somebody else?
Maybe you already know that cash flow forecasting is what your clients need, but the spreadsheets you spend hours building and maintaining just don’t seem to resonate with them?
Or maybe you’ve not had these conversations with clients, yet. But, you can see their struggles or have noticed missed opportunities. Heck, maybe you’ve made some suggestions to improve, but they dismiss you because they can't see how it would make a difference?
This is why Cash Flow Advisory Services can be so valuable.
It’s not only your way to prove the stats wrong and help your small business clients to succeed, but an opportunity to move into a role that renders you indispensable to your clients.
Just to be clear, there’s nothing wrong with not offering these services, at all.
There’s no risk of being “left behind” or any of the other fearmongering that you might hear in the industry.
It’s completely your choice.
But every choice presents an opportunity, should you choose it.
An opportunity to do something more.
An opportunity to escape downward pressure on fees and commoditization of services, and break the business cycle you’re currently trapped in where you keep having to work harder and harder to grow the business and find the work-life balance you want to achieve.
An opportunity to provide something that’s high-value, high-fee, and high-impact…
To help you create a high-fee, high-value service that will help you shape the future of your clients’ businesses whilst escaping the compliance grind. We provide you with the training, skills, tools, and an immersive environment that helps you to succeed.
After holding several CFO level positions with small, private oil, gas, and energy-related entities, I set up Twenty Eighty, a top cloud accounting firm in Western Canada, specialising in part-time controller and fractional CFO services.
After months of wasting hours pulling together manual spreadsheets, I realised there was a gap in the market for a quick and simple short-term cash flow forecasting tool that allowed me to help my clients to make those all-important business decisions - and so Helm was born.
This accelerator programme was designed to give you the knowledge, skills, and support that you need to be able to take Helm and build, scale, and deliver a high-fee, high-value cash flow advisory service that makes you indispensable to your clients. It’s the exact playbook I’ve been using in my own firm and I’m sharing it with you here.
During the programme, we’ll work through the same playbook I used in my fim to design, deliver and scale cash flow advisory services to my clients.
This programme isn’t do–it-yourself. We’ve combined proven knowledge with expert support, and simple tools to help you implement and get results even faster!
In order to deliver your cash flow services, you need a tool that’s simple to use, quick to set-up, and easy to understand for your clients. That’s exactly why we built Helm. It’s the tool we use in our firm with our clients, and you’ll have access to it to!
To ensure the success of our members and to make sure we have adequate coaching, and support resources available, the Accelerator is application only and limited to 5 new spaces each month.
This allows us to spend some with our new members working on their customer implementation plan, and providing the onboarding support they need to get moving, fast!
Some of our current and past members are currently selling Cash Flow Advisory services for at least $500 per month, per client, with the majority of them managing these services for anywhere from 3-10 clients at a time.
The cost of using Helm to manage short-term cash flow forecasts for 1 client would be $49 per month. If your application is successful, this is included free of charge as part of your place on the accelerator programme.
Here’s everything you’ll get if you join:
Apply to join the Cash Flow Advisory Accelerator now
Click the button above to apply
Select a time for your ‘discovery meeting’
In this call, we’ll discuss your application and answer any questions that you have for us about how the accelerator works.
Complete the application form questions
Once we have held your discovery meeting, we'll let you know if your application has been successful.
Book your kick-off meeting and complete your assessment readiness questionnaire
Your Cash Flow Advisory journey is officially underway!