KPIs for a Bookkeeping Practice

KPIs for a Bookkeeping Practice

Bookkeeping practices are changing. They are very different to the way they were 5, 10 or 20 years ago and for this reason, bookkeeping practices need different KPIs (key performance indicators) to manage them and measure performance.   Using the right KPIs will...
3 Ways of Working With Your Clients

3 Ways of Working With Your Clients

No matter what you are working on with your clients, the goal is always to help your client to succeed.   When it comes to using reporting software, like Calxa, accountants have generally developed 3 ways of working with clients as a teacher, guide or advisor....
How NDIS Providers Use Calxa

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 super charge their business.   NDIS Shift: From Bulk Funding to Fee for Service The introduction of the...
Three Things to Include in Your Board Report

Three Things to Include in Your Board Report

It can be overwhelming trying to figure out what to include in your board report. It can also feel like a challenge to compile your report if your board is made up of a mix of people from a variety of different sectors and they all want to see something specific from...
Forecasting for Your Clients

Forecasting for Your Clients

Put 10 accountants in a room and ask them to define cashflow forecasting and you’ll get maybe 5 different definitions. Then add 10 small business owners, and you’ll get another 5 suggestions. So, it’s fair to say that there are different needs and approaches when it...