It’s that time of the year - finance teams and accounting firm advisors are corralling teams and clients to get their annual plans (or annual budgets - as we found most people in our poll responded!) for 2024. We have curated resources for you to kick off and complete the annual planning or budgeting process using Jirav. Let's dive in!
1. Webinar Recording: Annual Planning with Jirav (No registration needed)
We combine practical product guidance with industry expert know-how in this 1-hour webinar with Katie Terino (President and CFO, House of Possibilities), Adrianna Hardin (Director Professional Services, Jirav), Drew Murphy (Co-founder, FP&HEY) and Yarty Kim (Co-founder, FP&HEY). You’ll learn our tried and tested 4-step framework for planning, get a live demonstration of how Jirav can simplify and elevate your budgeting journey, and hear best practices and ideas from the panel - who collectively have several decades of experience owning and operating annual budgets for companies and clients.
The recording is organized in chapters for your viewing convenience.
2. Webinar Slides: Your Quick Reference
For those who prefer a more visual approach or want a handy reference to use for assumptions and drivers in their models, we've made the slides from the session available to download (no registration required).
3. “What’s Next?” Planning Checklist
As mentioned in the webinar, FP&HEY has put together a high-level list of activities you should consider next for your team or client.
4. Help Article: Step-by-Step Budgeting in Jirav
Are you a hands-on learner? We've got you covered! This detailed help article will guide you step-by-step to ensure you complete your budget efficiently in Jirav. With easy-to-follow instructions, screenshots, and expert tips, budgeting has never been this straightforward. Time to say bye to untrackable versions of Excel sheets and Google Docs.
Additional Resources:
Our comprehensive Annual Planning guide provides a holistic view of annual planning, ensuring you don't miss out on any crucial aspects.
ICYMI: Drew Murphy’s post on how you can Wear Your FP&A Hat to Find Annual Plan Growth in 3 Key Areas.
We believe that with Jirav and the right resources, annual planning can be a seamless process. Jirav is committed to empowering finance teams with the best financial planning, dashboarding, and reporting tool, as well as other resources to make this a reality. We hope you find these beneficial. If you have any questions or need further assistance, reach out to your account manager or email info@jirav.com today!
