Calxa Blog
The latest updates and news on product and educational thoughts.
EOFY Resources and Tools
So, it’s that time of the year and all the blogs are flooded with tips and tricks on how to best get around this busy time. June 30 is the business end of the financial year (EOFY) for finance officers, bookkeepers and payroll clerks in Australia. This year you...
Budget Builder and Report Improvements
This week we will be bringing you improvements to the Budget Builder, subtotals in the Bank Movement report and an easier option to change your payment method when paying an invoice. Cut, Copy and Paste your Budgets New this week in the Budget...
Tax Flow Forecast for Business
If you sort the Cashflow report templates by popularity, the Tax Flow Forecast is very close to the top. And, for good reason. A Tax Flow Forecast Report is a key tool in planning your taxation payments. It is a report that shows your tax and superannuation...
Tax Flow Forecast Report, 3 Way Forecast Bundle and much more
We have a new report for you this month that will appeal to anyone running a business, it's a Tax Flow Forecast Report. This report is a forecast of your tax and superannuation obligations for the coming months so you can thoroughly plan ahead. For those of you...
Which Cloud Accounting Software?
Cloud accounting is all the rage these days – and mostly for good reasons. However, it can be challenging to work out which application is best for your organisation. In this article we’re going to look at this from the perspective of a Not-for-Profit organisation but...
7 Handy Reports for Not-for-Profits
Management Reports for not-for-profits are the basis of good decision-making. With parts of the NFP sector moving towards consumer directed funding, reporting at both the boardroom and management level has now become more than just an exercise in advising how grant...
Disconnecting Calxa Desktop
At the end of 2019, we’re disconnecting the Calxa Desktop app from our online services. If you’re still using the desktop app, it’s time to seriously consider your options and plan to switch to the browser app. To move Calxa online, may mean moving to an online...
KPIs for a Bookkeeping Practice
The world of Bookkeeping practices is changing. They are very different to the way they were 5, 10 or 20 years ago. It is for this reason, bookkeeping practices need different KPIs (key performance indicators) today. KPIs for a Bookkeeping Practice help manage the...
3 Effective Ways of Working With Your Clients
No matter what you are working on with your clients, the goal is always to help them to succeed. Finding effective ways of working with your clients will set you apart from other advisors. When it comes to using reporting software, like Calxa, accountants have...
Introducing: Free Advisor and Budget Sync Features
As part of our regular software updates, we have two new features this month that we are excited to share with you: Free Advisor and Budget Sync. Invite your Accountant for Free Do you ever need to discuss your budgets or reports with your accountant or...
How to Manage Your Cash Flow for Growth
People sometimes assume that a growing business is less likely to have cash flow problems. However, often the reverse is true. Revenue and profit growth can go hand in hand with a shrinking bank balance. In other words, this is all because of a mismatch in the timing...
How NDIS Providers Use Calxa
Over the past few years, the disability sector in Australia has undergone a major shift. To manage the transformation, NDIS Providers are using Calxa to supercharge their business. NDIS Shift: From Bulk Funding to Fee for Service The introduction of the...
The Move to Calxa Online is Complete
It’s been a long time coming, but this week we delivered the final major feature (NDIA Bulk Claims) to complete our Calxa online app. It’s software so it’s never actually complete but it does mean that we have transitioned all of the desktop functionality online. So...
How to Successfully Implement Value Pricing: Part 2
In How to Successfully Implement Value Pricing - Part 1, I discussed the beginnings of my journey to implement value pricing in my practice. In addition, I shared how I resolved my reservations on value pricing with a twofold pricing model. This pricing model is built...
How to Successfully Implement Value Pricing: Part 1
To implement value pricing for your practice has its challenges. By now most accounting professionals are aware that the concept of hourly billing. Simply put, it is based on a reliance on timesheets for capturing billable (and non-billable) time. In addition, it is...
Three Things to Include in Your Board Report
It can be overwhelming trying to figure out what to include in your board report. Whether you’re working for a large not-for-profit with a formal board or a small business where the board meeting happens around the kitchen table, providing good, useful reports is...
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