Jirav

Excited to join the Business Insights Leadership Exchange hosted by @CPA.com and @GoJirav September 30 to October 2! I’ll be there throughout the event and on October 2, I’ll be leading an interactive session on Staffing Models & Upskilling for Business Insights Advisory Teams. We’ll explore how to ensure your firm’s greatest asset—your people—are not only in place but performing at their peak. From building effective staffing models to coaching, feedback, and active listening techniques, we’ll dive into how leaders can keep their teams game-ready for success. Looking forward to connecting, learning, and sharing ideas with fellow leaders in this space! Watch here to know more: zurl.co/NbLYV

Most accounting firms are asking the wrong AI question: ❌ “What tools should we use?” ✅ “What use cases actually work?” One I’ve seen real results from? Marketing That’s why I’m bringing in Micky Deming, founder of @fullstadium_m Join us Sept 17th @ 1 pm CST to learn what actually moves the needle 👇 Comment Kick C@$ and I’ll DM you access +2 free months inside the community

Allen Carter, Startup CFO at @GetCountsy, breaks down his approach to annual planning for advisory clients in our recent webinar. If you missed the live session, join us for a rebroadcast on Sept. 18 and earn 1 free CPE Credit. event.on24.com/wcc/r/5046920/…

If your client advisory services (CAS) model still leans on backward-looking reports, it's time to rethink the strategy. Smart firms are tapping into forecasting to deliver real-time insights without needing massive teams or budgets. 🔗Read more. cpa.com/blog/2025/07/3…

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🚀 What's new in Jirav? Find out in our Summer Showcase! ☀️ Join Rani Singh and Josh McCoy as they demo our latest features and give you an exclusive preview of what's coming down the road. 👀 📅 August 12 🕐 1 pm ET / 10 am PT Don't miss this opportunity to see how Jirav continues to evolve and enhance your financial reporting planning experience! 💡 jirav.zoom.us/webinar/regist…

I’m showing up at AICPA & CIMA ENGAGE 2025 on June 9-12! Whether it’s sharing ideas on how technology can elevate our profession, building real connections by the pool, or grounding ourselves through wellness, this week is all about meaningful momentum. Register now: zurl.co/7a5uu Use code ENG25 to save $150 Register to our Poolside Fun Event: zurl.co/9JUDr Limited-edition gifts for attendees! #AICPAENGAGE #ENGAGE25 #BusinessBalanceBliss #DisconnectToConnect #ConnectedLeader #ConnectedLeadership #MindfulnessInTheWorkplace

Register here event.on24.com/wcc/r/4965124/…

Are your monthly client reports merely numbers, or do they spark lively discussions that clients can’t wait to have with you? Join us for an exclusive webinar on June 18, 2025 at 2:00 pm ET to discover how fast-growing firms are turning financial reports into launch pads for profitable advisory. The webinar will feature Andrew Tucker, JD, CPA-PFS, CFP® and Evan Wells sharing proven strategies for: ●     Guiding discovery conversations that surface real pain points and help you collaborate with clients on the right-fit solution ●     Building forecasts around what actually drives business - connecting pipeline, team capacity, and more through the 5 Driver Forecast™ ●     Turning "we can't afford this" into "we can't afford not to" - demonstrating clear ROI through AI forecasts and strategic planning event.on24.com/wcc/r/4965124/…

Going to AICPA Engage? Check out our sessions recommendations

Tariff fluctuations create significant challenges for businesses. How can accounting and CFO firms provide the guidance their clients need? Our latest article explores practical strategies for advisors to help clients prepare for and adapt to tariff changes through effective financial modeling and scenario planning. Learn how to identify impacts, implement dynamic forecasting, and transform tariff challenges into opportunities for your clients: Read the full article jirav.com/jirav-accounti… hashtag#FPandA hashtag#AccountingFirms hashtag#CFOServices hashtag#CAS

Strategic Business Reviews in May: Key Steps for FP&A and CFO Firms 📊 As May arrives, it’s time for FP&A leaders and CFO firms to guide clients through Strategic Business Reviews to align their business with market realities and long-term goals. Here’s how to make it happen: 🔍 Voice of Customer Research: Engage with your client’s customers to understand their needs and preferences. This insight drives better product and service decisions. 📈 Market Segmentation: Analyze customer segments to identify high-value opportunities and tailor strategies for growth. 🔗 Align Markets, Products, and Capabilities: Evaluate how your client’s offerings and operations align with market demands. Identify gaps and opportunities to strengthen their competitive edge. 💡 Why It Matters: A strategic review sets the stage for informed decision-making, helping clients navigate challenges and seize opportunities in their business landscape. Leverage tools like Jirav to streamline data-driven insights and deliver actionable recommendations. Learn more at Jirav.com. #FPandA #CFOAdvisory #StrategicPlanning #BusinessGrowth

Every ambitious idea needs a Champion 🏆 Someone who drives the vision and brings others along—especially in FP&A. New @CPA_com whitepaper ft. stories from @EideBaillyLLP + @warrenaverett and leaders Natalie Miller & Amber Stout. 📘 Why champions matter 🔍 What the role looks like 🎯 How to empower them Built for this? So are we. 📥 cpa.com/whitepapers/fp… #FPandA #CAS #Accounting #Leadership #Advisory

Headed to #BDOEvolve? Block your calendar for this session...it’s like group therapy for firms building Business Insights practices. We’ll follow two firms: one small🛩, one large 🚀, as they built their FP&A advisory services. It’s not a competition (we promise) between Dawn W. Brolin, CPA, CFE and Chris Gallo, but you will hear what worked and what they’d never do again. Audience participation highly encouraged! They will unpack the common pitfalls across: 🧠 Strategy 👥 People ⚙️ Process 💻 Technology

🌿 🌸 Spring is in the air... and so are some shiny new G2 badges! 🏅✨ We're proud to be named a High Performer or Grid Leader in: 💸 Cash Flow Management 📊 Financial Analysis 📈 FP&A 🗂 Budgeting & Forecasting Most importantly... 💖 Users Love Us 💖and we love you right back. #Jirav #FPandA #Budgeting #Forecasting #CashFlow #FinancialPlanning #G2 #CAS

🏈Our Superbowl Ad!🏈 . . . . . does not exist because we're channeling all our focus on building a product our customers are fans of. We'll be watching the game and the ads this Sunday though! We may not have an awesome commercial spot, but we do have a robust solution that can help you and your clients build scenarios and plans for the business no matter which team wins. Check it out today jirav.com/request_demo-2

🚀 Elevate Your Firm's FP&A Services in 2024! January is the perfect time for Accounting and CFO advisory firms to position the Business Insights and Financial Planning & Analysis (FP&A) capabilities they can bring to clients. Many small businesses may be unfamiliar with these high-value services, but they're crucial for strategic business growth. January Focus: Annual Operating Plan (AOP) This month is all about aligning your clients' budgets with their operational and financial plans. Key activities include: • Setting the budget • Developing it using a Goal Deployment Process • Aligning with the long-range plan By helping clients create a solid AOP, you're setting them up for success throughout the year and demonstrating your firm's value as a strategic partner. 🔑 Why FP&A Matters: • Firms offering FP&A advisory services are 34% more profitable • It moves you from historical reporting to future planning • Increases client loyalty and expands your capabilities At Jirav, we believe in empowering accounting and CFO advisory firms to grow efficiently. Our all-in-one forecasting, budgeting, reporting, and analytics tool is purpose-built to help you scale your FP&A practice and provide ongoing value to clients. Want to learn more about structuring your FP&A services throughout the year? 📥 Download this whitepaper, developed in partnership with Daniel Gertrudes at GrowthLab Finance-as-a-Service and CPA.com. It provides a month-by-month guide to the annual strategic business cycle for clients, helping you serve up FP&A capabilities in bite-sized, easy-to-understand components. cpa.com/whitepapers/an… #AccountingFirms hashtag#FPAAdvisory hashtag#StrategicPlanning hashtag#Jirav hashtag#CAS hashtag#BIOS

💎Wrap up the year with this webinar this week where we dive into how Creative Planning has applied the Business Insights Optimization System to maximize profitability in their firm. Evan Wells will discuss team resourcing, packaging and more with Chris Gallo and Benjamin Varilek, CPA. event.on24.com/wcc/r/4721160/… #CAS #BIOS

You've heard of Elf on the Shelf, now get ready for...

💪🏼Our next Powerful session at hashtag#DCPA24 next week is with Dawn W. Brolin, CPA, CFE and Mike Triantos. Getting to an optimized Business Insights Advisory takes mindful construction of your strategy, staffing, pricing, packaging, ideal customer profile and more. In this session, Mike and Dawn will walk through the how along with real success stories from Dawn. ✨ What You’ll Learn: ✔️ Assess your firm’s maturity in people, process, and technology for Business Insights Advisory. ✔️ Build a strategic business plan with clear short-, mid-, and long-term goals. ✔️ Define your Ideal Customer Profile (ICP) and craft a pricing and packaging strategy to maximize profitability. ✔️ Contrast Financial Insights vs. Business Insights Advisory to create a seamless customer journey.