by Diane Lucas | Last updated May 13, 2025 | Advisory, Educational
In How to Successfully Implement Value Pricing – Part 1, I discussed the beginnings of my journey to implement value pricing in my practice. In addition, I shared how I resolved my reservations on value pricing with a twofold pricing model. This pricing model is...
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 Nov 7, 2024 | Educational, Starting a Conversation Series
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...
by Mick Devine | Last updated Jan 12, 2021 | Educational, Starting a Conversation Series
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...
by Mick Devine | Last updated Aug 13, 2019 | Educational, Starting a Conversation Series
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...
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...
by Mick Devine | Last updated Sep 11, 2024 | 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...
by Mick Devine | Last updated Apr 22, 2025 | Educational, Reporting
It is time to contemplate what to include in your end of year reporting. 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 done....
