Grow advisory services with an all‑in‑one financial planning and analysis solution
CPA.com and Jirav
Financial Planning & Analysis
Forecasting and budgeting for CAS clients: A how-to guide for annual planning.
Dec. 17th, 2 pm - 3 pm ET
CPA.com names Jirav as preferred provider of business planning solutions for CPA firms.
Get a 1-to-1 demonstration of Jirav’s all-in-one forecasting, budgeting, reporting, and analytics solution.
More insight to fuel more powerful advisory capabilities
Are your clients asking for more from your client advisory service (CAS) offerings in areas such as forecasting and budgeting? If so, this presents a critical opportunity to expand your firm’s role as a strategic advisor, delivering more high-value services in areas ranging from analytics and financial modeling to strategic business planning and more.
Having the right tools in place can make all the difference. That’s why CPA.com has partnered with Jirav, an innovative leading provider of FP&A software built to align with the unique needs of CPA firms and their CAS practices.
With Jirav, CPAs can take advantage of proven, comprehensive capabilities to help their CAS practice reach new heights for clients. This all-in-one financial planning and analysis solution gives firms powerful tools for forecasting, budgeting, reporting, and dashboarding to provide clients the insights they need to thrive and grow. Whether your firm already delivers advisory services through CAS, or is just beginning this part of the CAS journey, Jirav can play an important role in your success.
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, workforce planning, scenario comparisons, budgets vs. actuals reporting 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 connecting a Google Sheet or Excel upload.
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.
Whether you’re providing outsourced accounting, controllership, and/or CFO services, you can move up the value chain and be a true financial partner to your clients’ business with Jirav's all-in-one financial planning and analysis platform. These are some of the benefits that you can expect.
- Automate the monthly reporting process to save time and money
- Grow revenue with strategic advisory services
- Standardize to scale advisory in your CAS practice
- Develop deeper relationships with existing clients
- Stand out from your competitors
- Keep staff engaged with more interesting work
- Save money with affordable pricing and partner discounts
Jirav Moves Your Firm Up the Financial Analytics Maturity Curve
"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
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.