3 Ways of Working With Your Clients

3 Ways of Working With Your Clients

No matter what you are working on with your clients, the goal is always to help your client to succeed.   When it comes to using reporting software, like Calxa, accountants have generally developed 3 ways of working with clients as a teacher, guide or advisor....
What to Include in an End of Year Report

What to Include in an End of Year Report

The time to contemplate what to include in your end of year report has come. It’s a time when we need to channel our inner Janus, the ancient Roman god of Beginnings, Transitions and Endings. Janus has two faces so he can look to the future and the past. You can look...
7 Handy Reports for Not-for-Profits

7 Handy Reports for Not-for-Profits

Management Report packs are the basis of good decision-making. With the NFP sector moving towards consumer directed funding, reporting at both the board-room and management level has now become more than just an exercise in advising how grant money was allocated to...