Take CAS to the next level with strategic FP&A advisory tools
CPA.com and Jirav
Financial Planning & Analysis
How firms integrate FP&A with tax for a dynamic client centric advisory
Mastering FP&A client advisory meetings: Proven strategies from leaders in the field
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.
Jirav Rewards Program
Join the CPA.com and Jirav Accountants Program and get rewarded!
When you join the partner program you and your firm receive points that help you climb and reach reward tiers, unlocking additional benefits such as:
Dedicated Firm Onboarding —
to support your Jirav launch
Product Training and Certification — to power up your staff with new FP&A skills
Wholesale Pricing — to drive profitable margins
Marketing Collateral and Events — to elevate your brand
VIP Professional Services Hours — to help guide you on building forecasts
Free Jirav Account* — for your firm or client
*Bronze and above
Jirav’s FP&A solution offers these key features
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.
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 quarter 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.
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. 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
See and hear how the Jirav Accountants Program is making an impact in today's firms.
Jabbar Daniels from Chester & Daniels discusses why the firm outsourced tax preparation in order to focus on higher-value client advisory.
Dawn Brolin, CPA and CEO of Powerful Accounting Inc. gives top 3 pieces of advice for starting an FP&A practice.
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.
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.
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.
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 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.