Calxa Articles
By Author: Mick Devine
Forecasting for Your Clients
Accountants are deemed to be one of the most trusted professions. So it’s not surprising that they are a key figure when it comes to business advice. Preparing a forecast for clients is fundamental to enable the advisor’s adding value. There are different ways to...
A Million Dollar Donation Program – Are You Out of Control?
We started a million dollar donation program for Not-for-Profits. Well, maybe this idea is out of control. But then again, maybe it’s not a bad thing to do. After all, we live in the same world and should contribute in the best way we can. The philosopher Peter Singer...
Starting a Conversation Part 3: The ‘Sticky’ Action
Now it’s time to delve deeper into that stickiness and look at how you, as a bookkeeper or accountant, can make yourself truly indispensable to your clients. Above all, the answer is to choose the right KPIs (Key Performance Indicators) and provide them with the key...