Education

Free guides, webinars, and other tips and tricks to help you improve your cash flow forecasting and cash management skills

Training
- Cash Flow Advisory Lite
Guides
- Cash Flow Advisory: The Definitive Guide
- The Indispensable Advisor: Outsourced Controllership
Webinars

Guides

Free Cash Flow Forecasting Template

In this guide, we’ll start with the basics of what cash flow and cash flow forecasting are, why they're important for businesses, and how you can get a free template to start forecasting today.

5 KEY FINANCIAL HEALTH METRICS (AND HOW TO MEASURE THEM)

5 Key Financial Metrics (And How to Measure Them)

Discover 5 key business financial health metrics you need to measure in your business to make confident decisions about growth and sleep easy at night knowing you'll have enough cash in the bank.

The Indispensable Advisor: The Guide to Outsourced Controllership

See how you can become indispensable to your clients by transitioning from once-a-year tax projects to outsourced financial controllership.

When you are offering cash flow forecasting and cash management advisory to your clients there is a lot to know. This definitive guide will help make sure you know it all.

Cash Flow Advisory: The Definitive Guide

As an accounting and finance professional there is a tremendous amount to know when offering cash flow forecasting and cash management advisory to clients. We've built out this definitive guide to make sure you have it all at your fingertips.

Webinars

The 3 Levers of Cash Management

Join us as we discuss the 3 levers of cash management all businesses need to understand. Including: How to identify opportunities to save money in your Accounts Payable. Credit vs. cash trade offs and how it impacts your Accounts Receivable. How Helm makes it easier to control the 3 levers to manage your cash better.

Masterclass: The Cash Flow Advisory Framework

Join Kelvin and Laura as they discuss: Why Cash Flow forecasting is the perfect transition step from bookkeeping & compliance, to advisory. Why your small business clients are screaming out for outsourced controller services. A 3 step framework for designing, building, and delivering cash flow advisory services

Are you an accountant or bookkeeper? We can help teach you to design, deliver and grow cash flow services

How To Design, Deliver and Grow Cash Flow Services - June 2021

In this webinar the experts at Helm talk about the Accelerator Program for Professionals: an education and support program built to show accountants and bookkeepers exactly how they can implement and offer cash flow forecasting and cash management services.

You can save small businesses time and money using Veem and Helm. Watch this webinar to learn more!

How To Save Time And Money For Small Businesses - May 2021

In this webinar the teams from Veem and Helm join up to walkthrough their respective platforms and showcase their native integration. It's an informative session highlighting how much time and money can be saved using these two powerful tools.

Watch this webinar to learn more about Helm's cash flow health score

Cash Flow Health Score - May 2021

In this webinar the Helm team walks through their newest unique feature: the cash flow health score. Using this tool users can quickly see which businesses they manage need help, and can pinpoint exactly where to start.

What is cash management and how can you do it quickly? Watch this webinar to find out

Kickstart Your Cash Management - April 2021

In this webinar the Helm team covers what cash management is, why it's important and how inefficient it is in a traditional setting. They then walk through just how it looks using Helm and highlight how much better it can be.

Interested in Helm's product feature and team updates? Watch this webinar!

New Team Members & Features - April 2021

In this webinar we introduce our two newest team members in Helm, then go through a host of new and unique product features: single click forecasting, calendar timing, a native Veem integration as well as a two-way sync with Xero.

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Education

Free guides, webinars, and other tips and tricks to help you improve your cash flow forecasting and cash management skills

Training

Guides

Webinars

Guides

Free Cash Flow Forecasting Template

5 Key Financial Metrics (And How to Measure Them)

The Indispensable Advisor: The Guide to Outsourced Controllership

Cash Flow Advisory: The Definitive Guide

Webinars

The 3 Levers of Cash Management

Masterclass: The Cash Flow Advisory Framework

How To Design, Deliver and Grow Cash Flow Services - June 2021

How To Save Time And Money For Small Businesses - May 2021

Cash Flow Health Score - May 2021

Kickstart Your Cash Management - April 2021

New Team Members & Features - April 2021

Love these resources and want more?

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Integrations

Resources

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