We really are different
Our system was built by entrepreneurial accountants... for entrepreneurs and accountants.
Real world experience, real world expertise
Helm originated from a digital advisory firm focused on Controller and CFO services. This firm continues to thrive and still runs the gamut of the accounting process daily.
So we aren't just coders. Our team truly understands the ups and downs of running a business, and the real planning it takes to succeed.
A practical solution
Because of our experience, Helm was designed with the broader context of the accounting function in mind. It wasn't created just to solve a single pain point.
We believe the result is a truly useful platform, one beneficial to advisors and businesses alike. And we can't wait to continue to build out the platform as we grow. Automated cash flow forecasting is just where it starts.
Helm's founders have a strong background working in, and with, businesses. They love accounting and they love tech, but they love helping others succeed the most.
"I love small businesses and entrepreneurs. I live and breathe trying to help make them better. I feel fortunate to live in a time and place where I have the opportunity to do just that."
"I'm committed to empowering bookkeepers and accountants to create the business they desire using the tangible tech tools along with the invaluable intangible tool, their authentic self."