Reporting

Top 5 Reports for Accountants and Advisors

Top 5 Reports for Accountants and Advisors

We all know that advisory is about more than reports. It’s about the conversations you have with your clients that get them thinking. However, reports can be an important catalyst for those conversations, so we’ve put together a selection to get you started. Not all...
Best Practice Management Reporting Guide

Best Practice Management Reporting Guide

Achieving best practice management reporting will help you make your business stronger. Alternatively, as a business advisor, you will be able to help your clients build sustainable organisations. This guide is designed to help you review your processes and set up...
7 Examples Of How To Use Calxa With Spreadsheets

7 Examples Of How To Use Calxa With Spreadsheets

One of the benefits of using Calxa has always been the simple connection to an accounting system. An alternative, is to use Calxa with your spreadsheets. Linking to your Xero, MYOB or QuickBooks means Calxa does some of the hard work for you. However, not everyone...
The Best Way To Do Group Consolidation Reporting

The Best Way To Do Group Consolidation Reporting

Group consolidation reporting, also referred to a multi-company consolidation, can be a time-consuming task for any CFO (Chief Financial Officer). Often, it involves a plethora of spreadsheets with multiple interconnecting worksheets. The effort you need to keep this environment balanced and reconciled is agony for many. It can fall over just by overriding one formula. And, sometimes, you may not even notice the error until months down the track. The desired outcome is the need to see several business activities wrapped up into a combined financial statement. A view to give a snapshot across all companies and to track the overall performance.

5 Signs You Might Be Trading Insolvent

5 Signs You Might Be Trading Insolvent

Trading insolvent is a dirty word in business. The reality is, many of us run our businesses very close to the wind at times. There are many successful businesses who have struggled with cash flow at some point in their existence. Just having tight cash flow does not...