Webinar - April 2021
Kickstart Your Cash Management
In this webinar the Helm team walks through:
- What cash management is
- Why it's important to small businesses, accountants and bookkeepers
- What traditional cash management workflows can look like and how inefficient they can be
- How Helm can greatly improve cash management workflows
Please feel free to watch the full webinar above, or scroll down to watch snippets of each topic we covered. Want to learn even more about Helm?
Our Origin Story
Kelvin quickly covers Helm's backstory: how it was born out of an accounting and bookkeeping firm's pain points.
What Is Cash Management?
Here we walk through the definition of cash management and break it out into different components.
Why Is Cash Management Important?
We walk through the main reasons that cash management is important. Both from a professional's standpoint, as well as that of a small business.
Traditional Cash Management
In this video we walk through a traditional, and inefficient, cash management example: creating a cash flow forecast, then paying bills.
We had some great questions during the Q&A. How much can professional charge for cash management? Does Helm integrate with Plooto?
Poll - How Many Professionals Are Providing This Service?
We polled our attendees to see how many were providing cash management services to their clients.
Poll - How Many Professionals Have Asked Their Clients?
We also polled our attendees to see how many have asked their clients if they would want cash management services.