Grow new and existing
client revenue faster
A survey by CPA.com found that “accounting firms can increase monthly client revenues by more than 50% by offering strategic advisory services.”
Offering strategic advisory elevates your client relationships from bookkeeping and simple reports into becoming a long-term strategic partner.
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
At the heart of strategic advisory is the question, "How do we grow faster?". By combining data from actuals, with powerful driver-based modeling you can offer your clients insight into various scenarios and help them track against plan. All while managing and optimizing cash helping them to get on the path to fast, sustained growth.
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
Example advisory services enabled by Jirav
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.
Automate budget vs. actual and variance reports so clients know exactly how they are doing against plan.
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.
Create and compare multiple scenarios for your clients and find optimal growth strategies.
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 CPA.com
CPA.com 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, CPA.com has carefully selected their preferred technology providers necessary to run an optimized CAS practice. Jirav is CPA.com's selected partner and preferred solution for FP&A and business planning.