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...
by Tracey Loubser | Last updated Sep 24, 2019 | Educational
Small business stress is more common than you think. Here are tips on how to beat it, by managing your stress and your business. This is the story of John as told by Tracey Loubser, a Calxa Partner and the founder of multi-award winning business, Confident Cashflows....
by Mick Devine | Last updated Jan 28, 2025 | Budgeting, Educational
The half-way point in your financial year, or the calendar year, is always a good time to step back and review how you’re going, adjust your forecasts and plan for the rest of the year. Follow these tips to take stock, do a mid-year budget review and get the most out...
by Tracey Loubser | Last updated Sep 24, 2019 | Educational
To survive in business you need to have some structure that involve business goals and a business plan. Here are thoughts from a Calxa Partner: Tracey Loubster. She has a simple moto: Collaborate to Motivate Setting goals is the starting point of knowing where a...
