Скачать или смотреть How To Do A Cash Flow Forecast In Five Easy Steps | Helm

Excel and Google sheets aren't the only ways to create a great cash flow forecast or cash plan for your business. In this Helm How To we cover just how quick and easy it is to create a cash flow forecast in our app (spoiler alert: our automations handle a lot of the work for you!)

Happy forecasting! 🎉 🙌🏻

Chapters:
00:00 - Intro
00:13 - Title - Helm How To's: Five Steps to Your First Forecast
00:21 - Step One - Connect Helm to either QuickBooks Online or Xero
00:46 - Step Two - Pick the starting point of your cash plan
01:10 - Step Three - Review the future estimates Helm generated for you
02:22 - Step Four - Review the timing Helm created for your accounts receivable
02:57 - Step Five - Review the timing Helm created for your accounts payable
03:55 - Closing - Helm updates your cash flow forecast with the click of a button
04:01 - Outro

To learn more about cash flow forecasting, cash planning and cash management for your business subscribe to this channel. You can also follow us on:
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If you're interested in learning more about Helm please visit our website or drop us a line!
Website - https://www.takethehelm.app/
Email - [email protected]

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Signup - https://app.takethehelm.app/signup

#cashflow #cashflowforecasting #cashplanning #cashmanagement #helmyeah