Expanding your client advisory services
-
Reports & Dashboards
-
Forecasting, Budgeting & Driver-based planning
-
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
AccountingDepartment.com
Example advisory services enabled by Jirav
Report packages
Instantly generate a variety of reports and automate into client ready report packages.
Dashboards
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
optimization
Track burn rate and use rolling forecasts with scenario analysis to help clients determine cash strategies.
Operating plan &
budgets
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 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.
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.
Top rated and recommended
Driven by the a passion for financial excellence and a relentless desire for the success of our customers and partners
.jpg)
