Helm Quiz

Do You Really Know Why Cash Flow Advisory Is Important?

Accountants, bookkeepers and business consultants are often told that cash flow advisory is key to any small business' success. But do you really know why? Take our quiz to find out!



Interested In Learning More About Offering Cash Flow Advisory?

Cash flow advisory services, like cash flow forecasting and cash management, are extremely valuable to your clients and are always in high demand. Depending on your experience level and skill set, we have a number of resources that can help you start.

Accelerator Program for Professionals

Helm's Accelerator Program for Professionals shows bookkeepers and accountants exactly how to design, implement and grow cash flow advisory to their clients.

It includes ongoing education, a growing professional community and ongoing coaching. Take a look at all of the benefits here.

Helm's Accelerator Program for Professionals offers a tremendous amount of value and support

Cash Flow Advisory: The Definitive Guide

Our team is building out the biggest, most all encompassing guide for cash flow advisory. It's not done yet, but when it is it will answer every question you have about cash flow forecasting and cash management.

Keep track of the Definitive Guide's progress here.

Helm's Definitive Guide to Cash Flow Advisory will answer any questions professionals have.

Our Blog And Education Center

We are continually building out free educational material for accountants, bookkeepers and business consultants interested in cash flow advisory.

You can check out our blog here and our education center here.

Helm's blog has a lot of great articles and insights for cash flow forecasting and cash management.

Ready To Start Your Cash Flow Advisory Journey?

Get in touch with our team to help you figure out the best place to start.

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