Accountant Program


Your success is our #1 priority. Jirav offers the training courses necessary to launch and grow your CFO and FP&A advisory practices.



Our training courses our designed specifically for accounting firms to successfully deliver, sell and market CFO and FP&A advisory services.

Course #1
Introduction to Jirav

This is the starting point for discovering how to use your Jirav account and learning about our all-in-one FP&A solution. You learn about Jirav's setup, examine accounting and workforce integrations, account structure, departments, and creating a plan.

Course #2
Reporting and Dashboarding

Jirav is an all-in-one FP&A solution allowing you to plan smarter, faster, and together. Let’s analyze your data for descriptive, diagnostic, predictive, and prescriptive purposes.  You'll work with dashboards and reports at high level allowing you to collaborate with your team in Jirav.
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Course #3
Basic Forecasting

Now that you've created a plan in the Introduction course, you review the elements of a plan for forecasting in Jirav. You'll learn how drivers, assumptions, and sub-items form the foundation of basic planning for forecasting operational expenses.

Course #4
Advanced Forecasting

After you've been exposed to operational expense planning in Jirav's basic forecasting training, you're ready for more advanced forecasting. We'll alternate between many advanced Jirav forecasting features for the income statement, balance sheet, and custom tables in this advanced forecasting training.

Supplemental Series
Workforce Planning & Staffing

Workforce planning provides management with ways to align your business's staffing plan with its greater financial plan. The series of Workforce Planning & Staffing Learning Videos gets you started in this area of Financial Planning and Analysis.
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Office Hours

Each of these six topics are in a Q&A format.  Come with questions related to the topic and learn with each other!

Account Setup,
Reports & Dashboards

Integrate accounting system
Chart of accounts
Configure departments
Configure system cash
Create a plan
Customize and share a dashboard
Customize, publish, and share a report template
Collaborate with your team in Jirav


Import workforce actuals
Configure departments
Configure system salary expense
Assumptions and drivers for staffing related costs
Plan for staffing changes
Dollar per headcount operation expense driver
Create a custom table
Staffing drivers

Drivers &

Assumptions table & allocations
Annual target driver
Fixed spread driver
Growth on historical driver
Periodic growth driver
Amount per headcount driver
Percentage of another account driver
Custom & global driver


Integrate accounting system
Chart of accounts
Create a revenue forecast
Create a custom table
Revenue drivers


Configure system cash
Accounts Receivable
Prepaid Insurance
Capital Expenditures


Accounts Payable
Accrued Bonuses
Accrued Commissions


Office hours are available to current Jirav customers. Please request access from your Success Manager.