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ENG21LL08 - ENG21LL08. Tech Demo - Increase the Value of Client Advisory with Forecasting, Budgeting, Reporting & Analytics, presented by Jirav (non-CPE)

‐ Jul 27, 2021 12:10pm

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


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