You’ve already automated a lot of the bookkeeping in your practice (the inputs). But what about the monthly reporting package (your outputs)?
If you’re still exporting from QuickBooks to Excel, formatting, saving, then emailing PDFs, you’ll save hours every month with Jirav. That’s time you can use for higher value work to delight your clients and boost revenue.
A survey by CPA.com found that “accounting firms may be able to increase monthly client revenues by up to 50% if they offer strategic advisory services.” And that’s without adding any new clients!
Make more money with fewer clients by adding business modeling, budgeting, advanced KPI reporting, cash flow forecasting, and financial dashboarding to your firm’s menu of services.
Arguably the biggest challenge of growing advisory services is the expertise required. Often only partners or senior managers have the necessary Excel skills and attention to detail.
Jirav makes it easy to create and update forecasts, budgets, reports, and dashboards. Empower your staff to deliver a range of advisory services to all your clients.
Jirav is designed to help you keep clients engaged, informed and happy. Improve client retention and satisfaction with more meaningful client deliverables and collaboration.
Invite your clients view and add comments directly on plans, reports, and dashboards. Grant clients view only, restricted edit, or full access to just the areas they need to see.
Impress clients and prospects with easy-to-read dashboards, reports, and plans in the cloud. You’ll stand out from your competitors who are still emailing inscrutable spreadsheets.
Always be prepared for client meetings with an executive summary, variance reports, rolling forecasts, and KPI dashboards that you can update and share in minutes.
Connect to QuickBooks, Xero, Sage Intacct, and Oracle NetSuite to import accounting data and consolidate your monthly reporting process in one place.
Our all-in-one platform for budgeting, forecasting, reporting, and dashboarding enables you to quickly onboard and train new employees while keeping client reports secure and centralized.
Your staff didn’t become accountants to spend hours every month on copy/paste and formatting spreadsheets.
Keep your employees engaged by eliminating tedious work so they can learn and apply skills that will help them become the controllers and CFOs of tomorrow.
Jirav offers significant advantages for accounting firms including wholesale pricing, bulk discounts, and a certification program.
Join our Partner Program to get a dedicated Partner Implementation Manager to support your firm’s Jirav launch, plus a free Jirav account to use for your own firm when you add your first client.
Is your accounting firm juggling multiple clients and employees—leaving little time to grow your practice and increase profitability? Jirav is a flexible, scalable and centralized solution that enables you to spend more hours on strategic advisory and value-added services and less time crunching numbers and formatting reports in Excel.
With a single login, every accounting professional in your firm can manage all their clients in Jirav. From planning to reporting, you'll amplify your services and accelerate delivery. Employees love it. Clients love it. Learn more about Jirav's Partner Program and why it's a win-win for partners and staff.
With Jirav, we're able to deliver real-time insight across finance, operations, personnel and other areas of the business within minutes. We can set up custom drivers and KPIs for nearly anything so we can help our clients, and our own team, understand the big picture and make more intentional, impactful decisions.