Jirav

Ready to take your firm to the next level? Join Tina McGill as she shares how MMAS CPA grew from $600/m to $7,500/m client retainers by becoming a CAS-first firm. Discover the power of automation and AI features in ADP and Jirav, and how a well-structured team can free your firm from manual tasks. Plus, earn 1 Free CPE! https://event.on24.com/wcc/r/4648317/F663012244D4E8265F248DC5BFFB17E7?partnerref=jirav

~ A shared partner vision is necessary to drive everyone in the same direction

~ Do not assume what people like to do

~ Communication is the key to employee connection & culture

Amy Vetter, The B3 Method Institute Michael Mazza

"What was you want to switch to CAS? We realized we were already doing it - but it was not standardized. Seeing how you could be impactful to the client made me realize this is something we want to do. It was giving me purpose and joy" ~ Michael Mazza

Going live in 10 min with Amy!

✈️ We're going places 😎Jirav will be exhibiting at two major conferences this June!

💥AICPA Engage | Las Vegas, NV | June 3 - 6
Peers and experts. Standard setters and trailblazers. Established executives and future leaders. They all return year after year because ENGAGE delivers next-level learning, networking, and career development. This year don't miss our session with about the impact of AI on FP&A Advisory.

⛰️Scaling New Heights | Orlando, FL | June 16 - 19
Accounting professionals are at the forefront of an unprecedented shift within the profession, facing challenges like commoditization, staffing shortages, capacity constraints, and radical shifts in technology, including the rapidly expanding impact of AI. Steering your practice over the coming years requires courage, direction, intentionality, and a healthy measure of grit. In other words, to embrace the future, accountants and bookkeepers must ‘boldly go!'

Learn more about our events and join us: https://bit.ly/4cfYClB

&A

We're looking forward to meeting BDO Alliance Firm members at in a few weeks. is speaking and Mike Triantos will be helping firms with their FP&A strategy.

March Makeover✨
Spring brings renewal and a refresh to the Plan Tables in Jirav. Read how we have updated the tables for a better planning experience.

Better Scenario Planning and Forecasting with the new Jirav Plan Tables We've improved our planning tables to make collaborating and forecasting smoother than ever.

Jirav helped this happy customer and their department heads forecast, gauge and adjust their budget on an ongoing basis. The expert professional services from Corey Fruithandler, CPA were he cherry on top.⭐

Happening tomorrow! When your revenue and spend plans are in sync, your financial runway becomes as smooth as a well-tuned melody 🎶. Find out how to do it in our panel with Matthew May, Adrianna DeLorenzo and Jeremy Hemsworth of Ramp

Sign up here and get the recording https://bit.ly/49QrvTX

📈Interest rates are high, ➕Profitability is a priority. Yet teams must keep costs down while still driving growth anyway in 2024. 😲Sound familiar?

Next week, we're hosting a panel in partnership with Ramp where Matthew May and experts will share the thoughtful forecasting and spend management strategies they advise companies adopt to meet these goals.

Sign up today!!
https://bit.ly/3uFTcA4

❤️ As we all get ready to celebrate love and connections tomorrow, let's not forget two important relationships – the one advisory firms share with clients, and the bond teams within the firm share with each other to deliver on the client promise. ❤️

Tomorrow, Kim Blascoe, Dan Gertrudes and Adam Hale will discuss:
🍫 The sweet recipe for bringing Accounting, Tax and FP&A functions together.
💖 Building connections and teams that support client love.
💞 Meeting structures, workflows and deliverables that are the heartbeat of the firm.

1 free CPE. 💌You're invited to sign up here:
https://bit.ly/3I03HBo

🤔Exactly HOW are firms like Summit Virtual CFO by Anders and GrowthLab Finance-as-a-Service operationalizing a practice that integrates accounting, tax and FP&A? See the specific accountabilities, client questions to ask and more to create a trifecta with these valuable services. Sign up for the webinar here https://bit.ly/4bu3oMn

Intuitive product, expert service team. Isn't that what all of us look for in any service? 😄 That is what a customer who just renewed their subscription with Jirav had to say.

See for yourself by requesting a demo
https://bit.ly/3HEG94S

🎉In our first webinar of the year, we're talking Tax but with a CAS twist. Whether your firm wants to better integrate Tax with other services or learn how Financial Planning and Analysis can be a bridge 🌉 to high value advisory, you will want to attend this discussion with Kim Blascoe, Adam Hale and Dan Gertrudes. You will
✔️Identify key points of intersection between Tax, Accounting/CAS, and FP&A
👥Learn how teams are structured for success
🔀Evaluate best practices for workflow and meeting strategy/structure

Register at
https://bit.ly/3S8PrLg

New year, more love from our accounting partners. See what a customer has to say about Jirav below.
What do you like best about Jirav?
Easy to use and update information for changes on the fly! I use it for both QBO and NetSuite clients for monthly financials as well as budgeting and forecasting. Multi-year forecasting is easy. There are a lot of different ways to reach the same result, so it is flexible as well. Program helps to get clients more engaged in monthly financial discussions and planning for the future.

What problems is Jirav solving and how is that benefiting you?
Jirav allows us to measure vs budget as well as predict and plan for the rest of the year. Love having the ability to create best and worst case scenarios (and edit them on the fly during client meetings!)

We are grateful to serve our customers! Want to learn how Jirav can help you establish a regular meeting cadence and 5X advisory revenue? Request a free demo here --->
https://bit.ly/3NXpCwj

The entire Tower wishes you a prosperous and amazing 2024!

Curious how we can you move at the speed of business in 2024? Make it the year of the Jirav with a free demo! ✨

https://bit.ly/3NQss6m

Finally, let's wrap up the year talking about Cash Flow from Financing and why it matters.💪 Also we wish 2024 looks exactly like this with lots of funding coming your way 😜
https://bit.ly/3tv6sa1

Continuing our 💸Cash theme - next up - Investing Cash Flow. The Investing Cash Flow represents cash flows from a company's investments in property, equipment, and other long-term assets, as well as its investments in other companies.

https://bit.ly/4ayeVKo

New Year's resolutions are just around the corner! Time to get a head start on financial savvy with Operating Cash Flow. Who knew OCF could be your secret to a prosperous new year? 🎉💼What Is Operating Cash Flow (OCF) + Formula | Jirav https://bit.ly/48o4WVS

Advisors
Annual Planning is the time to confirm goals, strengthen your position as advisor and set the chart for success with your clients. Learn common mistakes you may not realize you are making in this insightful article by Mike Triantos for the Woodard Report.

https://bit.ly/485c2io

7 Mistakes Accounting Firms Make With Annual Planning Explore key mistakes in annual planning for accounting firms and learn effective strategies to enhance client value and firm success.

As we approach the end of the year, let's talk about something that does not change no matter what year it is - Cash and how crucial it is to your business.

In today's article we explore how founders deploy cash forecasting to navigate financial challenges, make informed decisions, and drive business forward with newfound confidence in 2024.
https://bit.ly/3twnIMb

How founders gain confidence with cash forecasting Learn best practices for building cash flow forecasts and how to use the insights to scale your startup and drive the business forward with confidence.

Merry Christmas! May this festive season bring joy and laughter to your home. Our support team is also celebrating with their loved ones and will be back tomorrow to assist you.

Budgeting and Forecasting, Cash Flow Management and Financial Planning are crucial to businesses of all sizes going into 2024. We thrilled to announce that Jirav has once again been recognized as a Leader across these categories by G2.

We are filled with gratitude ❤️ knowing that our accounting partners and customers make us the planning software of choice.

See what makes us a Leader! https://bit.ly/3GVKvUA

Most companies are planning out their marketing spend for 2024. 2023 has been a tough year for marketing spend but this is an important tactic to attract new interest to your business - particularly for the competitive eCommerce industry. Read more about Paid Marketing Spend
https://bit.ly/41A0cdW

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