Reporting

Heavyweight Reporting for Serious Business

Heavyweight Reporting for Serious Business

Reporting on business health requires analysis of past, present and future activities. Many accountants and bookkeepers get often called in to provide some guidance as to bring clarity to the business’ snapshot as of today. Doing an in-depth analysis, is not...
Tax Flow Forecast for Business

Tax Flow Forecast for Business

A Tax Flow Forecast is a key tool in planning your taxation payments. It is a report that shows your tax and superannuation obligations for the coming months.   A Tax Flow Forecast will show your GST/VAT, your PAYG/PAYE withheld from wages and your superannuation...
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...
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....
Account Tree Love, and Online Metrics

Account Tree Love, and Online Metrics

The next Calxa Online release is not far away.  As usual there will be some improvements and enhancements. The cherry on this release cake is the new Metrics. This new feature signals, ever so gently, the coming of our full KPI & Formula calculator.    Easier...
Good Governance Leads to Successful Boards

Good Governance Leads to Successful Boards

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

Automating the 3-Way Forecast

Automating the 3-Way Forecast, also referred to as 3 Statement Model, has always been a strong point of Calxa. This key set of reports is the foundation for most financial analysis of a business including scenario planning and sensitivity analysis. The initial data...