Helping advisors offer incredible cash management services to small businesses. AR + AR Management | Cash Flow Forecasting | Scenario Planning #helmyeah
Calgary, Alberta
Joined November 2018
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Helm | Cashflow App retweeted
Last chance! 👀
💣Get Helm for just $9.99/month PLUS 80% off any new companies added!
Get complete access to all our AP, AR, forecasting, scenario planning features & more at our lowest price!
Hurry the offer expires tonight!
Use offer code: Helm80 app.takethehelm.app/signup
Last chance! 👀
💣Get Helm for just $9.99/month PLUS 80% off any new companies added!
Get complete access to all our AP, AR, forecasting, scenario planning features & more at our lowest price!
Hurry the offer expires tonight!
Use offer code: Helm80 app.takethehelm.app/signup
Missed last week's session on mastering receivables? 😥
🎬The recording is now available!😁
Join Kelvin, Laura and Ammar as they discuss🔑the keys to improving receivables
youtu.be/BecwaTGlm34
The A/P update launches this Wednesday, May 17th! 🤩
✨It's packed with features to make managing the entire payables process quicker and easier✨
🎬 Join us for a live showcase with Kelvin Gieck and see how Helm takes the pain out of cash management.
us02web.zoom.us/webinar/regi…
Our biggest update yet is here!😯
And its💥PACKED💥full of features to make #accountspayable management quicker and easier.
📅 On May 17th, join Helm Co-Founder Kelvin Gieck for a discussion on AP management and a look at all the new features dropping!
us02web.zoom.us/webinar/regi…
- Updated dashboard KPIs to instantly help you identify how to help your clients
- Quick glance 12-week cash balance graph added to the client dashboard
- Improved icon clarity and dashboard tooltips
👀Plus a bonus sneak peek at AR features coming later this month…
- Redesigned AR management process
- Client communication tracking and notes
- Improved AR reporting
#packed #cashflowmanagement #cashflow #accountspayable #helmyeah
Where do you see yourself in 12-months?⏳
💛Love learning about your clients' businesses?
Looking to escape the 'grind' controllership might be the prefect next step in your career.
🚣♂️See how you can smoothly transition the services you offer with our free guide...
😰Does your business have enough (or too much🤔) cash on hand?
takethehelm.app/blog/blog-ho…
👀Join us this Wednesday for an exclusive first look at our biggest update yet!
🔥This update modernizes and streamlines the AP management process for you and your clients!
🙋♂️RSVP here: lnkd.in/gJAK732y
#Accounting #Bookkeeping
Great to see Intuit expand their Developer Growth Program with a second cohort!🙌
Welcome to the program @Buildertrend, @Katana_MRP, and @uncatexpense!
quickbooks.intuit.com/r/quic…
#Accounting #quickbooks #developer
Helm | Cashflow App retweeted
We recently sat down with @helmcashflow to learn their unique story about joining the Intuit Developer Growth Program and what they've learned from the experts they've connected with. Check out their story here: bit.ly/3Yq9gzc
#IntuitTech #developertraining
How do you get you clients up and running?🏃♀️
Drop your favorite tips (or your biggest frustrations) below! 👇
#fractionalcfo #advisory #acccounting #bookkeeping
😀Join the discussion in the Mastering Outsourced Controllership group:
facebook.com/groups/masterin…
😕Not sure your taking on the right clients? See how to identify the perfect clients for your services:
takethehelm.app/blog/how-to-…
👉8 essential skills for Fractional CFOs/Outsourced Controllers
🧐Did we miss any, let us know below! What skills do you find essential for your services?
takethehelm.app/blog/the-8-s…
Got questions about building your accounting team for your #smallbusiness? 🙋♂️
Find the answers below!
takethehelm.app/blog/should-…
🤓 What is an Accountant?
⏲ When to hire an Accountant?
💲 How much does it cost to hire an Accountant?
🔍 What to look for when hiring an Accountant
📈 How to continue to build your financial team as your business grows
👇 Find out below!
#bookkeeping #smallbusiness #accounting #advisory
takethehelm.app/blog/should-…