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ENG21LL08
ENG21LL08. Tech Demo - Increase the Value of Client Advisory with Forecasting, Budgeting, Reporting & Analytics, presented by Jirav (non-CPE)
Date
July 27, 2021
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Accounting and Auditing (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from AICPA & CIMA ENGAGE 2021:
This includes sessions from the conference: Corporate Finance (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: CPAFMA National Practice Management (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: Diversity, Equity and Inclusion (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: EDGE Career Development (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2021)
Join CPA.com and Jirav in a demonstration of Jirav’s all-in-one forecasting, budgeting, reporting, and dashboarding technology platform and how it can accelerate your advisory practice with financial planning and analysis (FP&A) service offerings.
In this session you will learn how to:
• Connect Jirav to your accounting and payroll systems
• Create best practice key performance indicators (KPIs), dashboards, and reports
• Publish, share, and collaborate with your firm colleagues and clients
• Leverage rolling forecasts and budgets to provide business insight to your clients
• Create forecast dependencies using a driver-based financial model
• And more
Speakers
Customer Success Manager, Customer Excellence, CPA.com
VP Sales and Marketing, Jirav
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