Solution - Accounting Firms

for Accounting Firms

The modern path to a more profitable practice and happier clients runs through FP&A and strategic advisory.

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Grow new and existing
client revenue faster

A survey by found that “accounting firms can increase monthly client revenues by more than 50% by offering strategic advisory services.”

client relationships

Offering strategic advisory elevates your client relationships from bookkeeping and simple reports into becoming a long-term strategic partner.

Save time,
increase margins

Save hours, per month, per client, by automating reporting packages. Eliminate the frustration from spreadsheets and time wasted formatting reports.

Expanding your client advisory services

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    Reports & Dashboards
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    Forecasting, Budgeting & Driver-based planning
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    Revenue growth & business modeling

We’re already much more of a partner for clients, rather than the people who just compile reports for them. We’ve already started to see so many new opportunities for serving our clients better—and we have more time to pursue those opportunities

Cathy Becker, CPA, CGMA, Project Manager & Sr. Controller

Example advisory services enabled by Jirav


Report packages

Instantly generate a variety of reports and automate into client ready report packages.



Templated, customizable dashboards, beautifully accurate and on-demand for clients at any moment.


Variance analysis

Automate budget vs. actual and variance reports so clients know exactly how they are doing against plan.


Cash flow

Track burn rate and use rolling forecasts with scenario analysis to help clients determine cash strategies.


Operating plan &

Use driver-based modeling to create and manage operating plans and budgets faster than ever.


Sales & workforce planning

xP&A. Use Jirav for non-financial data planning to build and offer a complete strategic picture for clients.


Scenario planning

Create and compare multiple scenarios for your clients and find optimal growth strategies.


Rolling forecast

Build and adjust client forecasts based on actuals. Predict how the month or next 5 years will develop.


The Jirav Tower

Get best practices insights for CAS practices learned from our more than 1500+ customers.

Integrate other managed systems and key financial data 

Jirav has built our integrations with accounting firms in mind. This means fast, powerful integrations that don't require consulting services. Integrate your clients financial systems with Jirav and generate 3-way financials, dashboards, other key insights in minutes. Combine data from actuals and non-financial data with driver-based plans and unlock the ability to offer your clients strategic advisory services.

Recommended by is the world's largest member organization representing the CPA profession. As the leader in assisting accounting firms to optimize their Client Advisory Services (CAS) strategy, has carefully selected their preferred technology providers necessary to run an optimized CAS practice. Jirav is's selected partner and preferred solution for FP&A and business planning.


Jirav bridges the gap between planning and tracking. Now instead of presenting our clients with Excel models that go stale the next day, we leverage Jirav's technology to help them manage their business in real-time.

Matthew MAY, Acuity Founder and CFO

Grow your practice revenue!

We are proud to be the leading technology provider for accounting firms offering advisory services. Our success is ultimately measured by your success and the success of your clients. Needless to say, we take the term "partner" seriously.

Top rated and recommended

Driven by the passion for financial excellence and a relentless desire for the success of our customers and partners