Jirav

We could not have said it better!

Planning, reporting, and analytics are key to financial success, and clients are looking to their trusted advisors for solutions. CPA.com CEO Erik Asgeirsson and Jirav CEO Rob Hull dive into how leveraging a financial planning & analysis (FP&A) tool helps firms deliver for their clients.

🌟Leveraging Financial Tools for Strategic Planning🌟 Listen to our new podcast episode with Ryan Clifford the Manager of the FP&A team at GrowthLab. We will dive into the world of financial planning and analysis! Join us as we explore Ryan's journey from his early days at GrowthLab to his current role, overseeing crucial financial planning activities. Learn About 🤔 - Ryan's Journey  - Financial Modeling, Setting Budgets, and Goals Next, - The Power of Financial Tools Ryan - Tactical Strategy in Financial Planning Listen here 🎧 https://bit.ly/3VnSuAM

🎉 Celebrating One Year with Jirav! 🎉 It’s been an incredible year working with Jirav, and we couldn’t be happier with the results. Their exceptional FP&A software has been a perfect fit for our business needs, streamlining our processes and providing invaluable insights. But it’s not just the product that’s been outstanding—their customer success team has gone above and beyond to ensure we get the most out of their service. Their dedication and support have truly made a difference for us. A special shoutout to the team for the adorable stuffed giraffes they sent to my daughter! 🦒🦒 Seeing her smile with these new friends is just one more reason why we love working with Jirav. Here’s to many more years of success together! #CustomerSuccess #Jirav #FPASoftware #BusinessGrowth #TeamAppreciation

In this video, Hannah Smolinski, CPA dives into the tech stack used in her CFO practice, perfect for small business owners and professional service businesses. She covers essential tools, their benefits, and costs, all aimed at simplifying your financial management - and Jirav is part of it 😎 as she uses it with her clients to have regular advisory conversations.

Accountants are the most important analysts that businesses need. Here are 10 habits of accountants that make them invaluable: 1) They shape core decisions with insightful advice. 2) They anticipate future trends and see the big picture. 3) They take initiative to identify and improve opportunities. 4) They directly contribute to overall success and profitability. 5) They think like business owners, not just number crunchers. 6) They quickly pivot and respond to changing business needs. 7) They constantly seek ways to scale and expand the business. 8) They boost efficiency using the latest tools and technologies. 9) They simplify complex financial data into easy-to-understand insights. 10) They align financial strategies by collaborating with cross-functional teams. The future of accounting isn't just recording financial transactions. It's about driving meaningful business outcomes. People rely on accountants not just for their technical skills. But their ability to provide strategic guidance impacts the bottom line. 🦒

Making $1 million a year for most accounting firms seems out of their reach, but in reality, you can get there. Here's how: To hit $1M annually, you need $83,000 in MRR. One way to get there is to have 55 bookkeeping clients at $1500 each per month. But if you can upsell these clients Controllership and FP&A analysis, you can charge $4K per client. Now, you only need 20 clients at $4K each per month. Use technology to automate the inputs on the accounting and bookkeeping sides as best you can. Then, add value on the FP&A side. It takes a lot of work and support to handle 55 clients with just bookkeeping services and no technology vs. 20 clients using a tool like Jirav and maybe a tiny team of 3 people. You can move faster and even exceed 7 figures if you make a consistent product of monthly deliverables of books set of financial forecasts on 3 different tiers of pricing. Make it happen. 🦒

The 2024 CAS Benchmark Survey is open for participation! Created by CPA.com and AICPA PCPS, the 2024 CAS Benchmark Survey aims to learn more about the current state of client advisory services. By participating in the survey, CAS leaders will have access to individualized comparison data to help drive growth and transformation. Learn more https://lnkd.in/e3uErHz7

Do you need a crystal ball for running your business? 🔮 Today, Patti’s talking about forecasting for your ecommerce biz. 💵 Check it out on her YouTube channel ► https://lnkd.in/eCNJfJ2m In the video, she covers: ► How does forecasting help you? 💭 ► How to build a sales forecast example 👷♀️ ► Using ecommerce analytics 🛍️ ► Things to pay attention to 👀 #ecommerce #entrepreneur #sales #forecasting #acuity — Ready for more ecommerce insights from Patti? Hit like follow us – she drops new videos every Friday! 🥳

So, we gave a brief overview of KPIs last week – now, let’s talk about specific metrics that most companies should track. ✅ We're starting with cash burn rate – because as Matthew May says – “Cash is king.” 👑 Your cash burn rate tracks how much cash your startup “burns” or spends within a specific time period. 🔥 How much is your bank balance changing month over month? 🤔 And how quickly is your business using up its available cash? 👀 Tracking cash burn rate is a game-changer for startups and growing businesses – it helps you better manage cash flow, position your business to scale give investors a good idea of how long your business can operate before raising more capital. 💰 Head over to our blog for the full scoop on calculating your cash burn rate – including formulas examples: https://lnkd.in/eErGHQbz 🤓 #cash #cashburnrate #kpi #metrics #acuity — Hit like follow us for more info on revenue, CAC, LTV, and the Rule of 40 – coming soon! 👏