by Alex Lewis | Last updated May 9, 2023 | Reporting
Board reporting is a necessary task but often one that takes considerable time. It doesn’t have to be that way and many of our customers have reduced that from 4 days to a few hours. So, how can you simplify and automate board reporting? In this post, we want to delve...
by Mick Devine | Last updated Jan 11, 2023 | Product Information, Reporting
While a choice from 180+ report and chart templates is enough for many of our customers, there’s always someone who wants that little bit more and needs to customise reports. Transforming your final output with the powerful report designer will do just that. ...
by Mick Devine | Last updated Jul 11, 2024 | Educational, Reporting
The time to contemplate what to include in your end of year reporting has come. It is a good time to both look to the future and review the past through your financial reports. Some reports will give you the information that you need to see how well your business has...
by Alex Lewis | Last updated Jun 6, 2022 | NDIS, Reporting
Keeping your not-for-profit afloat is no easy task. Trading solvent weighs heavily on some boards, especially those who take board member responsibilities seriously. This means a board member needs to not only have the skill to quickly grasp where the organisation is...
by Mick Devine | Last updated Mar 7, 2020 | Cash Flow Forecasting, Educational, Reporting
The Cash Flow Coaching Kit is a great initiative from the Australian Taxation Office. You may have seen or heard that the Australian Taxation Office (ATO) has sponsored a new Cash Flow Coaching Kit. It’s been designed to assist Accountants and Bookkeepers who want to...
by Mick Devine | Last updated Apr 8, 2025 | Advisory, Reporting
Calxa can help adding value to your Practice. More and more accountants and bookkeepers are starting their “advisory” journey with Calxa. Start on one organisation at a time. Simply, use one of the shortcuts to create budgets and then one of the pre-set report...
by Tracey Loubser | Last updated Sep 24, 2019 | Cash Flow Forecasting, Reporting
The ultimate list on how to improve cash flow for financial success. Positive cash flow is crucial for any business’s financial success and its survival. If your cash flow is in a poor condition, your company is in major trouble. There are a lot of tips and methods on...
by Alex Lewis | Last updated Aug 26, 2020 | Educational, Reporting
There is an art to running a good board meeting or directors’ meeting. Quite a few elements must come together to make it a productive time and achieving the goal of good governance. It’s no secret that quality financial data makes for better decision-making during a...