READY to take control of your finances?

let helm guide you to freedom!

01. SELECT

Choose the package that works best for you. We off monthly or quarterly packages. Quarterly payments include a 10% discount.

02. REGISTER

Complete the necessary registration documents and pay for your service. Click the ‘Complete Registration’ button and complete the form with your contact details.

03. onboarding Call

Schedule your onboarding call to go over your account and answer more in-depth questions. There is a one-time set-up fee to set up your QuickBooks to optimize your productivity and assure you are taking maximum advantage of tax deductions.

04. Learn

Receive your Welcome Package with specific onboarding instructions, your individual sharing link, and access to our ever-growing video library to start learning more about finances.

05. Enjoy bETTER BOOKS & better financial decisions

EACH MONTH HELM WILL DELIVER YOUR TWO MOST IMPORTANT BUSINESS STATEMENTS: YOUR PROFIT AND LOSS (P&L) REPORT + YOUR BALANCE SHEET.

Along with these statements, there will be a personalized video analyzing what changes have occurred over the previous month and any suggestions for improvement so you can make the best decisions for your agency’s financial health.