Course curriculum

    1. Design Phase Introduction

    2. Design Phase Check-In

    1. Framing Your Mindset To Transform

    2. Understanding Static Deliverables

    3. Rewiring Your Approach

    4. Module Quiz

    1. Bookkeeping Check In

    2. The Helm Advisory Pyramid

    3. Bookkeeping, Controllership and CFO

    4. The Bookkeeping Process

    5. The Bookkeeping Process Template

    6. Module Quiz

    1. Cash Flow Advisory Check-In

    2. Designing Your Cash Flow Advisory Framework

    3. The Types of Cash Flow Advisory Services

    4. Cash & Capital Management Services

    5. Pop Quiz! Cash Flow Advisory Review

    6. Choose Your Cash Flow Advisory Framework

    7. The Forecasting Framework

    8. The Cash Management Framework

    9. Putting It All Together

    1. Pricing Check-In

    2. Pricing Basics

    3. Pricing Theories

    4. Value Based Pricing Challenges

    5. How To Value Price Cash Flow Advisory

    6. The Helm Emotional Pricing Framework

    7. Pricing Considerations

    8. Wrap Up!

    9. Module Quiz

    10. Design Phase Feedback Survey

About this course

  • Free
  • 31 lessons
  • 2.5 hours of video content