Recording of End of Year Management Reports

Recording Attachments: 
Calxa - Budgeting and Cashflow Consideration at EOY.pdf, End of Year Reporting 2023.pdf, 2023-06-EndOfYearReportbundle.pdf

Tips and examples of reports to review the year just finished and to look ahead at the coming 12 months.

Course Information:

What reports does your Not-for-Profit need at the end of the year? There are some basic requirements to meet your statutory obligations but what do the board and senior management need? How do you know what has worked well in the year just finished? How do you communicate your plans for the year ahead?

Mick Devine from Calxa will take you through some of his general principles and examples. While some of the examples in this webinar will be based on Calxa reports, similar reports can be produced in most systems, including a spreadsheet. Users of MYOB, Xero and QuickBooks can connect their accounts directly to Calxa but there is also a simple import process for users of other accounting system.

Course Outcomes:

By the end of this webinar your organisation will have:

  • Examples of reports to review the year just completed
  • Suggestions on reports for the year to come

Audience

End of Year Management Reports is suitable for:

  • Any Not-for-Profit finance professional
  • Board members