Calxa Resources

Income and Expense Summary

Income and Expense Summary

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About this report Get an overview of your cost centres without all the detail. This report shows the income, expenses and profit by business unit for the month and the year to date. It provides a great summary for boards and senior management.
Starting a Conversation with my Client

Starting a Conversation with my Client

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Starting a Conversation with my Client Bookkeepers need to talk about advisory. This session walks through some useful tips on how to transform your practice from compliance to helping your clients succeed. Watch this if this if you:- Do have expertise in business...
A Start in Life NFP

A Start in Life NFP

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These trends led Stephen Floyd to review the way the organisation managed and reported on their finances to provide more efficient and timely reporting to management. The previous budget involved a series of spread sheets, which were cumbersome and not easily changed. There were then challenges with transferring and matching data from the accounting system with the budgets. The result was a reporting and management system that was less than ideal: It was time-consuming to manage, time-consuming to update each month and difficult to respond to rapidly changing needs.