by Mick Devine | Last updated Sep 23, 2019 | Educational, Reporting
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... 
by Mick Devine | Last updated Jul 23, 2019 | Educational, Reporting
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... 
by Mick Devine | Last updated Jun 14, 2019 | Educational, Reporting
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... 
by Mick Devine | Last updated Jun 14, 2019 | Educational, NDIS, Reporting
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... 
by Mick Devine | Last updated May 29, 2019 | Educational, Reporting
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.... 
by Calxa Team | Last updated Jun 18, 2019 | Educational, Reporting
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... 
by Matthew Rowan | Last updated May 3, 2019 | Educational, Reporting
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... 
by Mick Devine | Last updated Aug 16, 2019 | 3 Way Forecast, Reporting
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... 