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 Jul 21, 2025 | 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 Jun 19, 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....
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 Mar 24, 2020 | Educational
Dealing with cash flow headaches requires a long-term approach, not short-term fix-ups. Improving the cash position requires some technique. Setting goals is the starting point of knowing where a business stands. It then is important to put good tracking systems in...
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...
