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 3 Business Key Performance Indicators

Top 3 Business Key Performance Indicators

Business Key Performance Indicators (KPIs) are the numbers that keep you informed on what’s happening in your business. They’re rarely useful in isolation but if you watch them over time, they will help you see how your business is tracking. In addition, they will...
7 Uses for Advanced Account Trees

7 Uses for Advanced Account Trees

Since we introduced them more than 12 years ago, Account Trees have been one of the more popular features of Calxa. As with most areas, they have evolved and improved over that time. Maybe it’s time to stop thinking of them as Advanced and see the current version as...
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

Not‑for‑profits are facing unprecedented financial pressure. For many organisations—particularly NDIS providers and service‑based charities—funding is less predictable, payment timing is uncertain, and boards are being asked to make faster, higher‑impact decisions...
3 Effective Ways of Working With Your Clients

3 Effective Ways of Working With Your Clients

No matter what you are working on with your clients, the goal is always to help them to succeed. Finding effective ways of working with your clients will set you apart from other advisors. When it comes to using reporting software, like Calxa, accountants have...