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Calxa for NZ Charities

Ticking off the NZ charities checklist With the introduction of New Reporting Standards, New Zealand charities have a serious need to minimise red tape and produce the reports quickly. So here is how to use Calxa to do just that – it’s the top tool for NZ...
KPIs: Tools for Success

KPIs: Tools for Success

How to use KPIs to achieve success Simply hoping to make or save more money is no guaranteed way of achieving financial success (as much as we wish it were the case). However, working towards incorporating Key Performance Indicators (KPI) into your financial reporting...

Reports: from Xero to Calxa

A comparison between Xero and Calxa for financial reporting We often get asked why do I need Calxa? What does Calxa have that I cannot do in Xero? Our reply usually starts with a return question: “What is it you are trying to achieve?” For many businesses, using their...

Work Ahead – Start Tax Planning for 2018 Now

Early tax planning discussions provide small businesses with better choices. Traditionally, small businesses and their advisors have started discussions on tax planning towards the end of the year. For some clients, it’s very close to the end of the year (or even...

XS: The Impact of Extra Small Charities

ACNC report on Australia’s smallest charities. The big guys get most of the attention but there are 19,000 charities in Australia with income of less $50,000. Despite not being over-run with cash, according to a recent report by the ACNC, many of them “perform...

Calxa Portal to Manage your Clients

Handle client subscriptions and workspaces with Calxa Online. If you have been following our Online Diaries, you will know that we’ve done lots of work on Calxa Online but not much of it yet has been visible to you. That’s about to change this month! And, it will...
Benchmarking NFP Boards: How does your NFP Stack Up?

Benchmarking NFP Boards: How does your NFP Stack Up?

Benchmarking NFP boards is not the easiest task for any not-for-profit organisation. Much is being written regarding the state of NFP (not-for-profits) Board practices across the western economies. It makes for some interesting reading and provides some good...

Spicing Up your Cashflow Settings

Sometimes you need more than just plain vanilla cashflow settings. Plain vanilla cashflow settings work for many situations but sometimes you need a little bit more. Sometimes you need to experiment, try something new. In Calxa, there’s a cashflow type assigned to...