Educational Blog Articles from the Calxa Team- Page 8 of 14

Starting a Conversation Part 3: The ‘Sticky’ Action

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...

Starting a Conversation Part 2: The ‘Sticky’ Effect

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...

Starting a Conversation Part 1: Awakening their Interest

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...

Good Governance Leads to Successful Boards

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...

Automating the 3-Way Forecast: The Ultimate Guide

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...

What To Include In Your End of Year Reporting

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....

Automating the ATO Cash Flow Coaching Kit

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...

Adding Value To Your Practice Using Calxa

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...

Educational

Starting a Conversation Part 3: The ‘Sticky’ Action

Starting a Conversation Part 2: The ‘Sticky’ Effect

Starting a Conversation Part 1: Awakening their Interest

Good Governance Leads to Successful Boards

Automating the 3-Way Forecast: The Ultimate Guide

What To Include In Your End of Year Reporting

Automating the ATO Cash Flow Coaching Kit

Adding Value To Your Practice Using Calxa

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