Reporting

Analysing the Balance Sheet

Analysing the Balance Sheet

Analysing the Balance Sheet covers an area many business owners stay away from. Most entrepreneurs are familiar with the Profit & Loss or Income Statement. The Balance Sheet is less commonly used and many people find it mysterious and hard to understand. If you...
Top Branch Performance Reports

Top Branch Performance Reports

Preparing branch performance reports can be challenging for businesses and their advisors. There are many issues to consider, from legal to financial and more. Calxa can simplify and automate the reporting to help measure branch performance.   Company Branch or...
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...
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....
Three Things to Include in Your Board Report

Three Things to Include in Your Board Report

It can be overwhelming trying to figure out what to include in your board report. It can also feel like a challenge to compile your report if your board is made up of a mix of people from a variety of different sectors and they all want to see something specific from...