by Mick Devine | Last updated Apr 19, 2022 | Advisory, Educational
Early tax planning discussions provide small businesses with better choice. Advisors traditionally deploy their tax planning by starting discussions with business clients towards the end of the financial year. Left to themselves, your clients, will often choose to... 
by Mick Devine | Last updated Jul 8, 2022 | Advisory
Building and growing a successful bookkeeping business in a modern world involves having a good set of apps. It is all part of becoming a modern bookkeeper. We’re often asked by our bookkeeping clients what software they should be implementing in their practice. They... 
by Mick Devine | Last updated Feb 11, 2022 | Advisory, Cash Flow Forecasting
For many accountants, how to forecast tax liabilities for their clients, is a regular challenge. But it is an important task that is part of their bread-and-butter services. The certainty of paying taxes is often ascribed to Benjamin Franklin, but he was in many ways,... 
by Mick Devine | Last updated Apr 19, 2022 | Advisory, KPIs
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... 
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 Diane Lucas | Last updated Jun 10, 2021 | Advisory, Educational
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... 
by Mick Devine | Last updated Jul 3, 2022 | 3 Way Forecast, Advisory
Automating the 3-Way Forecast, also referred to as 3 Statement Model, has always been a strong point of Calxa. It’s an easy way to prepare a 3-Way Forecast. This key set of reports is the foundation for most financial analysis of a business including scenario... 