The Cash Flow Advisory Accelerator Program
Success starts by building a foundation.
Get Ready To Grow
Welcome to the Cash Flow Advisory Accelerator! Each person coming into this program has their own expertise to help inform their learning path. We have built our education courses to take your existing knowledge and skillset and apply it to cash flow advisory. We're confident you have what it takes to provide cash flow advisory services to your clients, and we're here to show you how to do it.
A critical component of success is committing to putting in the time and effort. The Helm Team is here to support you with coaching sessions, facilitating peer discussions and holding you accountable. We want you to succeed as much as you want to see your clients thrive.
We encourage you to block time to go through the course content in your week. We have designed the courses to be consumed in short chunks and easy to follow. After each phase, we recommend you take time to reflect on the lessons and consider applying them to your practice. Jot down your questions and ideas and bring them to your coaching sessions or reach out to the team for direct support.
Happy Forecasting!
The Cash Flow Advisory Accelerator
The program includes three phases to achieve success
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Foundation Phase
In the Foundation Phase, you will learn (or review) what cash flow is and isn’t, why it and cash flow advisory are essential, and who cash flow services would benefit the most.
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Design Phase
In this phase, you'll learn what you need to consider when reviewing your processes, the conceptual frameworks to implement advisory services and how to price based on the value you provide.
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Launch Phase
In the Launch Phase, we guide you down the path of how to implement these practices in real life. Learn who to provide cash flow advisory services to and why. Then walk through creating a forecast and have a cash flow conversation with your client.