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    Accountant Program

    Training

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

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    Training

    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.
    View course #1 on demand
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    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.
    View course #2 on demand
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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.
    View course #3 on demand
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    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.
    View course #4 on demand
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    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.
    View workforce planning series
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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

    TOPICS:
    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

    Workforce
    Planning

    TOPICS:
    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

    TOPICS:
    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

    Revenue

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

    Assets

    TOPICS:
    Configure system cash
    Accounts Receivable
    Prepaid Insurance
    Capital Expenditures

    Liabilities

    TOPICS:
    Accounts Payable
    Accrued Bonuses
    Accrued Commissions


     

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