by Alex Lewis | 26/10/2018
Learn how to use Calxa to quickly generate a set of useful client reports that you can then use to kick-start the ‘advisory’ conversation. This is part 1 of a series of 3 webinars.
by Alex Lewis | 24/07/2018
Web Chat: Budget & Report with Non-Financial Metrics Video Metrics can be used as drivers to calculate values for your Budgets or KPIs. Especially non-financial metrics are valuable when including in reports to track the output, outcome and impact of funded...
by Alex Lewis | 01/07/2018
Web Chat: End of Financial Year Reporting This web chat showcases what you can achieve using Calxa to prepare your end of financial year reporting. The charts & reports can help you understand what went well, what could be improved upon and then help you look...
by Alex Lewis | 01/07/2018
Web Chat: Budget for Next Year Video This video will give you a perfect walk-through to setting up your budgets for the next financial year. In particular, you will learn the best way to saving time in Calxa so you get this job done quickly. The Budget for Next Year...
by Alex Lewis | 28/05/2018
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...