Calxa Blog
The latest updates and news on product and educational thoughts.
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...
New KPI Builder Hits The Ground
The KPI Builder is our last major feature to move from the desktop application to the browser app – and it’s here now! Last month we released Metrics to record your non-financial numbers, then in mid-January, we added Account Groups and this week KPI Formulas went...
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...
NFP Tech Giants Merge
There have been 2 major Not-for-Profit technology organisations dominating the sector – in their different ways – over the past 2 decades. Connecting Up, with their donation and discount program, and Infoxchange, consultants and developers of “Technology for Social...
Account Tree Love, and Online Metrics
The next Calxa software release is not far away. As usual there will be some improvements and enhancements. The cherry on this release cake is the new Metrics. This new feature signals, ever so gently, the coming of our full KPI & Formula calculator. Next...
Xero Gets a Navigation Make-Over
This month Xero released a major update to their navigation experience. Simplifying how users get around the accounting app is at the core of this navigation make-over. Making Xero easier to use and more efficient for daily tasks is the desired outcome. Beautiful...
Starting a Conversation Part 2: The ‘Sticky’ Effect
Not all of your customers may be worth keeping but for most bookkeepers and accountants, it’s important that you can keep most of them for as long as possible. Differentiate your Bookkeeping Business and derive business insights for your clients. How do you do that in...
Starting a Conversation Part 1: Awakening their Interest
Unless you’ve been living under a rock, you’ll have seen plenty of advice from the ‘thought leaders’ in the accounting industry that the future is in advisory services, not in compliance. That sounds good, exciting even but it’s also daunting for many accountants and...
Streamlining Grant Acquittals and 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 reporting...
Good Governance Leads to Successful Boards
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...
Graphic / Video / Content Creator
We are looking for top gun marketers! We are going global and are building an inhouse digital team with PPC, SEO, CRO skills that are backed up by writers, videographers, content creators and graphically skilled talent. Real expertise You’re an expert in design...
Automating the 3-Way Forecast: The Ultimate Guide
Automating the 3-Way Forecast, also referred to as 3 Statement Model, has always been a strong point of Calxa. It makes it simple, compared to a spreadsheet. This key set of reports is the foundation for most financial analysis of a business including scenario...
5 Ways of Budgeting Made Easy
5 Ways of budgeting made easy walks you through the steps of doing your budgets in the Calxa app. Essentially, Calxa is an alternative to preparing budgets in a spreadsheet. If you are looking for ways to make your business budgeting easy, read on.
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And the team has been very helpful and responsive in tailoring a solution that meets our set-up and needs.
Would definitely recommend the product and the staff behind it.
