Paul Drendel – Practice Faciliator and Enabler
As accounting professionals start moving towards value added services for clients, it has quickly become apparent that the process for adopting a product like Calxa across a practice environment involves implementation time, staff training and individual customisation, based on practice requirements and associated procedures. And whilst Calxa provides free webinars, online help material and customer support that is second to none, sometimes it still takes more than this to get a practice going.
With this in mind, as of the end of this week, Paul will be finishing up as a Calxa team member and will be pursuing other business interests. Some of which will be very closely tied to the work that he has been doing with Calxa over the past twelve months. Whilst we will be saying “goodbye” to Paul as an employee, we will be saying “hello” to him as an independent consultant and Calxa Partner, who will offer high level Calxa implementation and training services to accounting and bookkeeping practices.
Training, Staff Engagement, Practice Processes
Given his background as an MYOB Certified Consultant of 14 years (including Partner of the Year in 2014), his additional 6 years in an accounting practice environment where he adopted Calxa as their go-to add-on solution for client reporting and tax planning, he is ideally suited to share all of the tips and tricks to ensure practices realise the full potential of Calxa as a practice tool. The productivity savings and value-added benefits of Calxa can be maximised for practices, if adequate training, staff engagement and practice processes are put in place. This is where Paul will be focusing on, offering specialist services as a Calxa Partner.
The return on investment of a Calxa licence can be staggering when practices commit and adopt the technology across the whole firm and practice environment. Why don’t you download our free Calxa Ready Reckoner, and see for yourself what your potential Calxa income could be?
Realise the Opportunities
So, if you have recently come on board as a Calxa user or had it for a while and never really got it going, touch base with Paul and have a discussion about how he can help you ‘make it happen’.
His tailored service includes one full day spent on-site at your practice:
- Partner & staff training
- Five clients files integrated with budgets, forecasts & management reports prepared
- A Report Bundle Template set up for your practice – for use across all your clients
- A customised Account Tree set up for your practice – to streamline client reporting in the same format, regardless of source accounting data structure
- Customised KPIs created for:
o Bank Lending Ratios
o ATO SME Benchmark Ratios
o Tax Reconciliation Calculations
Additional services around report customisation are also available for those practices that have unique and specific requirements, and want their own ‘Practice Branded’ reports.
So, feel free to get in touch with Paul: