Success Story

In recent years, Summit CPA Group has been adding approximately 30 clients to its roster annually, focusing on “virtual CFO” services such as in-depth modeling and forecasting. All while maintaining a 94% client retention rate.

Summit’s success has roots in its decision to switch to Jirav’s cloud-based financial planning and analysis solution. In this case study, Summit leaders discuss why they made the move to Jirav from a popular desktop-based solution, how they rolled out Jirav, and how it’s helping them deliver high-value, real-time modeling and forecasting capabilities to exceed client expectations.