by Mick Devine | Last updated Oct 28, 2020 | Educational, Reporting
Preparing branch performance reports can be challenging for businesses and their advisors. There are many issues to consider, from legal to financial and more. Calxa can simplify and automate the reporting to help measure branch performance. Company Branch or...
by Mick Devine | Last updated Jul 23, 2019 | Educational, Reporting
Reporting on business health requires analysis of past, present and future activities. Many accountants and bookkeepers get often called in to provide some guidance as to bring clarity to the business’ snapshot as of today. Doing an in-depth analysis, is not...
by Mick Devine | Last updated Feb 29, 2024 | Cash Flow Forecasting, Educational, Reporting
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...
by Mick Devine | Last updated Apr 14, 2023 | NDIS, Reporting
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...
by Mick Devine | Last updated Feb 8, 2022 | Advisory, Reporting
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...
by Calxa Team | Last updated Jun 6, 2022 | NDIS, Reporting
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...
by Alex Lewis | Last updated Jun 20, 2022 | Grant Acquittals, Reporting
So, how do you streamline grant acquittals? Firstly, let us clarify the term ‘Grant Acquittal’. Essentially, the term “Grant Acquittals” seems to be uniquely Australian. Our friends in the UK and New Zealand are often puzzled by it. Don’t be! It’s simply...
by Matthew Rowan | Last updated May 3, 2019 | Educational, Reporting
We always harp on about how important good governance is and how successful boards are the key to the sustainability of organisations. Our team here at Calxa is always on the lookout for better ways to do business. This includes new tools, improved systems and new...
