Take CAS to the next level with strategic FP&A advisory tools
CPA.com and Jirav
Financial Planning & Analysis
Webinar
3-Part Webinar Series: Scaling FP&A Advisory Excellence
Oct 23, 2024, 2PM EST
Nov 20, 2024, 2PM EST
Dec 18, 2024, 2PM EST
WHITEPAPER
Mastering FP&A client advisory meetings: Proven strategies from leaders in the field
WHITEPAPER
How to launch FP&A services in your accounting firm
Insights to fuel more powerful strategic advisory capabilities
As firms of all sizes strive to anticipate client needs and fuel new growth with Client Advisory Services (CAS) offerings, many are asking one question: What comes next?
CAS clients are asking the same question – which signals real opportunity for growth. Firms that understand their clients’ business objectives and desired outcomes, and are able to anticipate and advise on what they need in order to achieve them, are in a great position to become trusted strategic advisors.
Most CAS practices initially focus on more routine transactional work. To thrive going forward, they will need to build on this foundation with tools and processes to deliver next-level anticipatory advisory services, such as KPIs and dashboarding, forecasting, budgeting, data analysis, operating plans, scenario plans and more, as part of the CAS relationship.
It takes technology tools that are purpose-built for accounting firms to deliver this level of strategic advisory capabilities. That’s where Jirav’s financial planning & analysis software comes in. This all-in-one financial planning and analysis solution gives firms powerful tools for forecasting, budgeting, reporting and dashboarding to provide clients with the insights they need, in the format they need them, when they need them.
Ready to advance your CAS journey to meet your clients’ growing needs for insight and advice, while fueling your next level of growth? Jirav and CPA.com can help make it happen.
CPA.com provides Education, Account Management, Experience, Firm Adoption, Guidance, Tools, Resources and Strategy.
Jirav Rewards Program
Use CPA.com and Jirav’s Accountants Program to launch and grow your CAS practice!
Joining the partner program is free, and as you offer more FP&A advisory services to more clients, you unlock additional member benefits.
Strategic Account Manager
Every partner is assigned a Strategic Account Manager. Your Strategic Account Manager will be your single point of contact throughout your Jirav relationship.
Wholesale Pricing
The Jirav Partner Program gives you access to wholesale pricing and volume-based discounts.
Free CPE Onboarding Courses
Jirav has developed a set of courses that are hosted each week to educate you on our software. These courses are available free as part of our partner program and are CPE-eligible.
Free Office Hours
Our professional services team hosts office hours each week so you can drop in and ask detailed questions on account setup, reports and dashboards, drivers and assumptions, revenue models, balance sheet modeling, workforce planning, and more.
Free Partner Portal
As part of our Partner Program, you get free access to a dedicated firm partner portal. Partner Portal is your air traffic control to add and provision accounts as well as setting security controls and permissions to firm team members and your clients.
Free Unlimited Firm Users
Each Jirav account that you activate in Partner Portal has unlimited access for your team members with your firm email domain. You can add bookkeepers, accountants, Controllers, and CFOs to each account to service your clients in Jirav.
Free Industry Templates
As part of our Partner Program, you can customize industry templates in your Partner Portal, enabling you to efficiently scale your monthly reporting and forecasting deliverables to your clients.
Free Unlimited End Client Users
Each Jirav account that you activate in Partner Portal has unlimited read-only access for your end clients to view customized dashboards and reports. You can tailor your outputs for each stakeholder including department heads, investors, or board members.
FP&A Go-To-Market Training
Accelerate your FP&A practice with Jirav’s go-to-market firm enablement curriculum. The eight courses cover topics such as practice roles, pricing and packaging, messaging and positioning, marketing and sales strategies, and more.
Dedicated Professional Services
As part of our service delivery, you have access to our professional services team. Our professional services team has deep domain expertise in financial modeling and are experts in Jirav’s software.
Jirav’s FP&A solution offers these key features
Visual dashboards
Deliver real-time KPIs and bring data to life with powerful, intuitive dashboards that aid understanding and enable proactive decision-making. Combine accounting, workforce, and operational data in one place to drive greater insights.
Tailored reporting
Customize, standardize, and automatically deliver monthly reporting packages customizable to individual client needs. Combine historical and forecasted reporting to move beyond “what happened?” to “what will happen?”
Advanced planning, budgeting and forecasting capabilities
Move client discussions from what happened last month to what’s next with cash flow forecasting, departmental budgeting, rolling forecasts, workforce planning, scenario comparisons, variance analysis, scenario planning, and more — all powered by driver-based financial modeling.
Data integration
Quickly connect multiple data sources to Jirav to visualize your clients' accounting, workforce and operational data in one place. Import unlimited non-financial metrics by uploading Google Sheets or Excel files.
Planning and reporting templates
Leverage best practice templates or build your own templates to support growth and scaling. Easily copy plans, reports, and dashboards to use again with new clients.
See Jirav in action!
Sign up for a demonstration of Jirav’s all‑in‑one forecasting, budgeting, reporting, and analytics solution.
"Jirav excites me because data visualization is the key to working with clients, advising them, and getting them engaged. Just seeing where you’ve been won’t cut it anymore. Jirav is a core element of the next generation of client solutions for Aprio and Aprio Cloud."
Additional CPA.com resources to keep you more informed
Webinars
Whitepapers
See and hear how the Jirav Accountants Program is making an impact in today's firms.
THE INTEGRATION OF AI IN FP&A TECHNOLOGY
Martin Zych from Jirav and Kim Blascoe from CPA.com discuss the intersection of AI in the FP&A space and the accountants role in translating AI-generated insights into strategic recommendations for their clients.
Fueling Growth with FP&A Advisory Services
Mark Leister from Compass East highlights FP&A as the linchpin of their client advisory practice, unlocking opportunities to expand their client base and drive substantial revenue growth.
Making The Move To Advisory
Jabbar Daniels from Chester & Daniels discusses why the firm outsourced tax preparation in order to focus on higher-value client advisory.
Getting Started with FP&A
Dawn Brolin, CPA and CEO of Powerful Accounting Inc. gives top 3 pieces of advice for starting an FP&A practice.
PRODUCTIZING FP&A SERVICES
Adam Hale from Anders CPA shares how Jirav’s FP&A tool enabled the firm to productize and scale their advisory services.
DELIVERING FINANCE SERVICES
Dan Gertrudes, CEO and Founder of GrowthLab shares how his firm is able to provide cost-effective FP&A services to small and medium-sized businesses using a tool like Jirav.
Consistency in work product with clients
Kenji Kuramoto from Acuity discusses how their CFOs and Controllers are now spending less time building financial models and more time advising and interpreting results with Jirav’s ready-made FP&A solution.
SCALING FP&A SERVICES
Cathy Becker from AccountingDepartment.com discusses how the firm's strategic move to Jirav's platform has helped them scale FP&A services and deliver higher-value advisory.
The impact of FP&A technology
Chase Insogna of Insogna CPA discusses the ability to provide forecasting, budgeting, and financial modeling as an add-on service through their controller advisory work utilizing Jirav’s sophisticated FP&A tools.
Standardizing FP&A Processes
To successfully scale their CAS services, Chris Gallo of BerganKDV shares how each of the firm’s nine markets went from creating their own style financial spreadsheets to a standardized and replicable format with Jirav’s modern FP&A tools.
The Future of Client Advisory
Chris Gallo of BerganKDV discusses the future of CAS services and FP&A technology to deliver deep industry insights and expertise that clients value most.
The power of smart business
The accounting landscape is changing rapidly. In a word, complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development.
CPA.com is your primary source for taking the complexity out of moving your firm into the digital arena — enabling you to focus on growing your business with the smartest solutions in our industry.
To learn more about Jirav from CPA.com, please contact our team at inquire@hq.cpa.com or by calling 1.855.855.5CPA.