Grow advisory services with an all‑in‑one financial planning and analysis solution and Jirav

Financial Planning & Analysis


CAS 2.0 – Next-level Advisory FP&A Reports and Insights

Success Story

Virtual CFO accounting firm adds new clients and maintains a 94% retention rate with real-time modeling and forecasting capabilities


5-step guide to FP&A advisory meetings

More insight to fuel more powerful advisory capabilities

Are your clients asking for more from your client advisory service (CAS) offerings in areas such as forecasting and budgeting? If so, this presents a critical opportunity to expand your firm’s role as a strategic advisor, delivering more high-value services in areas ranging from analytics and financial modeling to strategic business planning and more.

Having the right tools in place can make all the difference. That’s why has partnered with Jirav, an innovative leading provider of FP&A software built to align with the unique needs of CPA firms and their CAS practices.

With Jirav, CPAs can take advantage of proven, comprehensive capabilities to help their CAS practice reach new heights for clients. This all-in-one financial planning and analysis solution gives firms powerful tools for forecasting, budgeting, reporting, and dashboarding to provide clients the insights they need to thrive and grow. Whether your firm already delivers advisory services through CAS, or is just beginning this part of the CAS journey, Jirav can play an important role in your success.

No provides Education, Account Management, Experience, Firm Adoption, Guidance, Tools, Resources and Strategy.

Jirav Rewards Program

Join the and Jirav Accountants Program and get rewarded!

When you join the partner program you and your firm receive points that help you climb and reach reward tiers, unlocking additional benefits such as:

Dedicated Firm Onboarding
to support your Jirav launch

Product Training and Certification — to power up your staff with new FP&A skills

Wholesale Pricing — to drive profitable margins

Marketing Collateral and Events — to elevate your brand

VIP Professional Services Hours — to help guide you on building forecasts

Free Jirav Account* — for your firm or client

*Bronze and above

Jirav’s FP&A solution offers these key features

Visual dashboards

Deliver real-time KPIs and bring data to life with powerful, intuitive dashboards that aid understanding and enable proactive decision-making. Combine accounting, workforce, and operational data in one place to drive greater insights.

Tailored reporting

Customize, standardize, and automatically deliver monthly reporting packages customizable to individual client needs. Combine historical and forecasted reporting to move beyond what happened to what will happen.

Advanced planning, budgeting and forecasting capabilities

Move client discussions from what happened last quarter to what’s next with cash flow forecasting, departmental budgeting, workforce planning, scenario comparisons, budgets vs. actuals reporting and more — all powered by driver-based financial modeling.

Data integration

Quickly connect multiple data sources to Jirav to visualize your clients' accounting, workforce and operational data in one place. Import unlimited non-financial metrics by connecting a Google Sheet or Excel upload.

Planning and reporting templates

Leverage best practice templates or build your own templates. Easily copy plans, reports, and dashboards to use again with new clients.

Jirav Dashboard

See Jirav in action!

Sign up for a demonstration of Jirav’s all‑in‑one forecasting, budgeting, reporting, and analytics solution.

Whether you’re providing outsourced accounting, controllership, and/or CFO services, you can move up the value chain and be a true financial partner to your clients’ business with Jirav's all-in-one financial planning and analysis platform. These are some of the benefits that you can expect.

  • Automate the monthly reporting process to save time and money
  • Grow revenue with strategic advisory services
  • Standardize to scale advisory in your CAS practice
  • Develop deeper relationships with existing clients
  • Stand out from your competitors
  • Keep staff engaged with more interesting work
  • Save money with affordable pricing and partner discounts

Jirav Moves Your Firm Up the Financial Analytics Maturity Curve

Gartner's Financial Analytics Maturity Model

Source: Gartner


"Jirav excites me because data visualization is the key to working with clients, advising them, and getting them engaged. Just seeing where you’ve been won’t cut it anymore. Jirav is a core element of the next generation of client solutions for Aprio and Aprio Cloud."

Bruce Phillips

Managing Director & Partner at Aprio Cloud

Bruce Phillips

See and hear how the Jirav Accountants Program is making an impact in today's firms.

The impact of FP&A technology

Chase Insogna of Insogna CPA discusses the ability to provide forecasting, budgeting, and financial modeling as an add-on service through their controller advisory work utilizing Jirav’s sophisticated FP&A tools.

Standardizing FP&A Processes

To successfully scale their CAS services, Chris Gallo of BerganKDV shares how each of the firm’s nine markets went from creating their own style financial spreadsheets to a standardized and replicable format with Jirav’s modern FP&A tools.

The Future of Client Advisory

Chris Gallo of BerganKDV discusses the future of CAS services and FP&A technology to deliver deep industry insights and expertise that clients value most.


The power of smart business

The accounting landscape is changing rapidly. In a word, complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development. is your primary source for taking the complexity out of moving your firm into the digital arena — enabling you to focus on growing your business with the smartest solutions in our industry.

To learn more about Jirav from, please contact our team at or by calling 1.855.855.5CPA.

Questions? We're here to help