--- title: How Summit CPA is using Jirav’s forecasting capabilities to fuel growth description: Discover how Jirav's cloud-based FP&A solution is helping Summit deliver practical forecasting insights to their clients in real-time. image: https://www.jirav.com/hubfs/blog/blog-summit-cpa-case-study-feature.png --- ![](https://www.jirav.com/hs-fs/hubfs/Imported%20sitepage%20images/header-logo.png?width=98&name=header-logo.png) - [ Resources ](https://www.jirav.com/resources) - Menu / Resources - [Resource Center ](https://www.jirav.com/resources) Blogs and resources on all things finance, FP&A, and Jirav [Webinars ](https://www.jirav.com/webinars) Learn more about Jirav and FP&A from industry experts [Events ](https://www.jirav.com/events) See our upcoming calendar of events [Help Center ](https://help.jirav.com/) Guide on how to use Jirav - [ Company ](https://www.jirav.com/company) - Menu / Company - [About ](https://www.jirav.com/company) Learn about Jirav’s story and meet our leadership team [News Coverage ](https://www.jirav.com/news) See the latest news and highlights [Press ](https://www.jirav.com/press-releases) Recent company announcements and updates [Careers ](https://www.jirav.com/careers) View current job openings and learn how to join the Jirav Tower ![business_env](https://www.jirav.com/hubfs/business_env.svg) [ For Businesses ](https://www.jirav.com/reporting-planning-purpose-built-for-businesses) ![accounting_calc](https://www.jirav.com/hubfs/accounting_calc.svg) [ For Accounting & CFO Firms ](https://www.jirav.com/reporting-planning-purpose-built-for-accounting-cfo-advisory-firms) [ Get a Demo ](https://www.jirav.com/request-demo) [ Sign in ](https://app.jirav.com/) ![](https://www.jirav.com/hubfs/April2021/images/banner-shap.png) BLOG # How Summit CPA is using Jirav’s forecasting capabilities to fuel growth [![](https://www.jirav.com/hubfs/April2021/images/fb-icon.png) ](http://www.facebook.com/share.php?u=https://www.jirav.com/blog/summit-cpa-case-study/) [![](https://www.jirav.com/hubfs/April2021/images/tw-icon.png) ](https://twitter.com/share?url=https://www.jirav.com/blog/summit-cpa-case-study/) [![](https://www.jirav.com/hubfs/April2021/images/in-icon.png) ](http://www.linkedin.com/shareArticle?mini=true&url=https://www.jirav.com/blog/summit-cpa-case-study/&summary=&source=CeBIT) 1 minute read ![](https://www.jirav.com/hubfs/blog/blog-summit-cpa-case-study-feature.png) Like many modern growth companies, Summit CPA, a virtual CFO [accounting firm](https://www.jirav.com/finance-solutions-for-accounting-firms), relies on technology as the core enabler of its strategy. For years, that technology was a popular financial planning & analysis (FP&A) desktop-based solution, and until 2019, this method seemed to work for Summit. The professionals at Summit meet with their clients every week, using FP&A technology to conduct in-depth modeling and forecasting activities and delivering other CFO-level services to help guide their businesses. “That kind of consistent, dependable attention has helped fuel our growth, and it’s also part of the reason we have a 94% client retention rate,” says Jody Grunden, Summit co-founder and CEO. ## **The search for a cloud-based solution** In 2019, the cracks were beginning to show within the desktop solution. “That year, after a big operating system update, we started to have a lot of file management problems,” says Jake Grimm, Summit’s Director of Technology. “Files were getting corrupted, we were having to find ways to restore previous versions, that kind of thing. That’s when we started to take a serious look at cloud-based solutions.”  In order to consistently enable the level of aggressive year-over-year growth Summit was experiencing – especially given the high-touch virtual model they deploy to serve clients – Summit needed a more dependable, cloud-based solution. And ongoing technical problems weren’t the only reason Summit started looking for a new solution. Although Summit presented its clients with lots of reporting and visualizations to support their forecasts, “clients still felt that the forecasts were in a black box,” says Grimm. “They wanted to be able to zoom in for more detail, and our solution at the time just didn’t support that.” ### Real-time, client-facing forecasting After evaluating three of the top cloud-based financial planning and analysis solutions, including Jirav, firm leaders quickly gravitated to Jirav. With Jirav’s cloud-based capabilities, Summit leaders no longer have to worry about spending time troubleshooting desktop-based technical problems. Plus, Jirav’s transparency and visibility make it easy to address clients’ longstanding “black box” concerns.  Discover how the solution is helping Summit deliver practical forecasting insights to their clients in real-time by [reading the full case study. ](https://www.jirav.com/customer-case-study/summit-cpa-builds-advisory-led-client-relationships-with-jirav) [![Summit CPA Group quote](https://www.jirav.com/hs-fs/hubfs/blog/G2-11200x628-A-R1.png?width=1200&name=G2-11200x628-A-R1.png)](https://www.jirav.com/customer-case-study/summit-cpa-builds-advisory-led-client-relationships-with-jirav) ---   ![Jirav](https://www.jirav.com/hubfs/logos-jirav/circle.png) ##### Jirav Published February 16, 2022 ###### Related topics - [Accounting firms](https://www.jirav.com/blog/topic/accounting-firms) ## Related blog posts ![Product update v1.7 - actuals for custom lines.png](https://www.jirav.com/hubfs/Product%20update%20v1.7%20-%20actuals%20for%20custom%20lines.png) Accounting firms #### Three New Powerful Customization Features | Jirav [ Read more ](https://www.jirav.com/blog/three-powerful-customization-features) ![](https://www.jirav.com/hubfs/blog/provencfo-video-40-to-4-hours.jpg) Accounting firms #### From 40 to 4 Hours Per Financial Model Forecast with Jirav [ Read more ](https://www.jirav.com/blog/40-to-4-hours-per-financial-model-forecast) ![](https://www.jirav.com/hubfs/blog/Finance-hero-award.png) Accounting firms #### Introducing the Jirav Finance Hero awards [ Read more ](https://www.jirav.com/blog/introducing-the-jirav-finance-hero-awards) ![](https://www.jirav.com/hubfs/BlogI-Jirav-QuickBooks-06-Title-V1.png) Accounting firms #### Jirav + QuickBooks: Forecasting and Reporting for QBO Users [ Read more ](https://www.jirav.com/blog/jirav-quickbooks-forecasting-and-reporting-for-qbo-users) ![](https://www.jirav.com/hubfs/blog-main-header-6.21.png) Accounting firms #### What’s New in Jirav: May 2021 [ Read more ](https://www.jirav.com/blog/product-update-2021-may) ![Microscopes in a lab](https://www.jirav.com/hubfs/ousa-chea-gKUC4TMhOiY-unsplash.jpg) Accounting firms #### How Jirav Helped Biotech Firm Get Funding [Case Study] [ Read more ](https://www.jirav.com/blog/biotechnology-budgeting-forecasting) ![dan-gertrudes-headshot](https://www.jirav.com/hubfs/dan-gertrudes-linkedin.jpg) Accounting firms #### What is FP&A (Financial Planning and Analysis)? 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[ Request a demo ](https://www.jirav.com/request-demo) ![](https://ws.zoominfo.com/pixel/GayWM7nWYSEC9X3nq2tn) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Jirav", "url" : "https://www.jirav.com/blog/author/jirav" }, "dateModified" : "2022-11-02T20:08:41.877Z", "datePublished" : "2022-02-16T19:33:04.000Z", "headline" : "How Summit CPA is using Jirav’s forecasting capabilities to fuel growth", "image" : [ "https://www.jirav.com/hubfs/blog/blog-summit-cpa-case-study-feature.png" ], "mainEntityOfPage" : { "@id" : "https://www.jirav.com/blog/summit-cpa-case-study", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.jirav.com/hubfs/Jirav%20Logo%20-%20176x75%20(small%20logo).png" }, "name" : "Jirav" } } ``` ```json { "@context" : "http://www.schema.org", "@type" : "AccountingService", "address" : { "@type" : "PostalAddress", "addressCountry" : "United States", "addressLocality" : "San Francisco", "addressRegion" : "CA", "postalCode" : "94102", "streetAddress" : "25 Taylor Street" }, "description" : "Jirav is a business planning software powering financial planning and analysis in the cloud with all-in-one forecasts, budgets, reports, and dashboards", "geo" : { "@type" : "GeoCoordinates", "latitude" : "37.782585", "longitude" : "-122.411255" }, "image" : "https://www.jirav.com/hs-fs/hubfs/Jirav_SitePageAssets_Feb2018/Jirav%20Logo%20for%20top%20nav.png?width=1200&height=510&name=Jirav%20Logo%20for%20top%20nav.png", "logo" : "https://www.jirav.com/hs-fs/hubfs/Jirav_SitePageAssets_Feb2018/Jirav%20Logo%20for%20top%20nav.png?width=1200&height=510&name=Jirav%20Logo%20for%20top%20nav.png", "name" : "Jirav", "openingHours" : "Mo, Tu, We, Th, Fr 09:00-17:00", "priceRange" : "$100/month-$750/month", "sameAs" : [ "https://www.instagram.com/gojirav/", "https://www.linkedin.com/company/jirav/", "https://twitter.com/GoJirav", "https://www.facebook.com/GoJirav/" ], "url" : "https://www.jirav.com/" } ``` ```json { "@context" : "http://schema.org", "@type" : "Article", "articleBody" : "The search for a cloud-based solution\n\n

In 2019, the cracks were beginning to show within the desktop solution. “That year, after a big operating system update, we started to have a lot of file management problems,” says Jake Grimm, Summit’s Director of Technology. “Files were getting corrupted, we were having to find ways to restore previous versions, that kind of thing. That’s when we started to take a serious look at cloud-based solutions.”

\n

In order to consistently enable the level of aggressive year-over-year growth Summit was experiencing – especially given the high-touch virtual model they deploy to serve clients – Summit needed a more dependable, cloud-based solution. And ongoing technical problems weren’t the only reason Summit started looking for a new solution.

\n

Although Summit presented its clients with lots of reporting and visualizations to support their forecasts, “clients still felt that the forecasts were in a black box,” says Grimm. “They wanted to be able to zoom in for more detail, and our solution at the time just didn’t support that.”

\n

Real-time, client-facing forecasting

\n

After evaluating three of the top cloud-based financial planning and analysis solutions, including Jirav, firm leaders quickly gravitated to Jirav. With Jirav’s cloud-based capabilities, Summit leaders no longer have to worry about spending time troubleshooting desktop-based technical problems. Plus, Jirav’s transparency and visibility make it easy to address clients’ longstanding “black box” concerns.

\n

Discover how the solution is helping Summit deliver practical forecasting insights to their clients in real-time by reading the full case study", "author" : { "@type" : "Person", "name" : "Jirav" }, "datePublished" : "2022-02-16", "image" : "https://www.jirav.com/hs-fs/hubfs/blog/G2-11200x628-A-R1.png?width=1200&name=G2-11200x628-A-R1.png", "name" : "How Summit CPA is using Jirav’s forecasting capabilities to fuel growth", "url" : "https://www.jirav.com/blog/summit-cpa-case-study" } ```