Jirav

??? FP&A and CFO Advisory Firms: You already know this, but March is Tax and Compliance Season! But what does that look like if you break down the specific tasks? As we step into March, it's time to shift focus to a critical aspect of the Financial Planning & Analysis (FP&A) cycle: taxes and compliance. This month is vital for ensuring your clients are audit-ready and compliant with tax regulations. Key March Activities for Your Clients: - Review year-end close output - Open paths of communication between client and firm - Prepare and file business taxes in a timely manner - Ensure all compliance requirements are met Why This Matters: ? Minimizes risk of audit issues ? Ensures timely tax filing, avoiding penalties ? Strengthens client-firm relationship through open communication ? Sets the stage for strategic financial planning post-tax season Are you leveraging these activities to showcase your firm's value? Streamline your tax and compliance processes with Jirav's all-in-one forecasting, budgeting, reporting, and analytics tool. Our purpose-built solution for accounting and CFO advisory firms can help you: - Automate reporting and analytics - Compare actuals to budget across multiple scenarios - Deliver efficient FP&A advisory services Don't just survive tax season - thrive in it by offering high-value FP&A services that set your firm apart. Learn how Jirav can help you scale your FP&A practice and provide ongoing value to your clients: www.jirav.com/request-demo #AccountingFirms #TaxSeason #Compliance #FPAServices #FinancialPlanning #CFOAdvisory

??? FP&A and CFO Advisory Firms: You already know this, but March is Tax and Compliance Season! But what does that look like if you break down the specific tasks? As we step into March, it's time to shift focus to a critical aspect of the Financial Planning & Analysis (FP&A) cycle: taxes and compliance. This month is vital for ensuring your clients are audit-ready and compliant with tax regulations. Key March Activities for Your Clients: - Review year-end close output - Open paths of communication between client and firm - Prepare and file business taxes in a timely manner - Ensure all compliance requirements are met Why This Matters: ? Minimizes risk of audit issues ? Ensures timely tax filing, avoiding penalties ? Strengthens client-firm relationship through open communication ? Sets the stage for strategic financial planning post-tax season Are you leveraging these activities to showcase your firm's value? Streamline your tax and compliance processes with Jirav's all-in-one forecasting, budgeting, reporting, and analytics tool. Our purpose-built solution for accounting and CFO advisory firms can help you: - Automate reporting and analytics - Compare actuals to budget across multiple scenarios - Deliver efficient FP&A advisory services Don't just survive tax season - thrive in it by offering high-value FP&A services that set your firm apart. Learn how Jirav can help you scale your FP&A practice and provide ongoing value to your clients: www.jirav.com/request-demo #AccountingFirms #TaxSeason #Compliance #FPAServices #FinancialPlanning #CFOAdvisory

Explore how three firms transformed their financial planning & analysis (FP&A) advisory services using Jirav's Business Insights Optimization System (BIOS) framework. Zebulon LLC, Adviza Growth Partners, and Creative Planning Business Services share their strategies for niche focus, standardization and automation to build high-margin, scalable FP&A practices and move beyond ad-hoc advisory work. Read more. https://lnkd.in/eR3AFDp6

?? Accounting & CFO Advisory Firms: Now is the Time to Drive Success for Your Clients As we enter February, it's crucial to remember the importance of year-end close activities for your clients. This month is pivotal in the annual Financial Planning & Analysis (FP&A) cycle, setting the stage for a successful year ahead. Key February Activities for Your Clients: - Reconcile accounts - Evaluate last year’s performance - Bring all working papers up to date - Review and approve financial statements These steps provide a complete, accurate picture of last year's financial performance, ensuring financial statements reflect accrual accounting principles. Why This Matters: ? Prepares clients for tax season and audits ? Provides insights for strategic decision-making ? Sets a solid foundation for the year ahead Are you helping your clients maximize this critical period? Implement a comprehensive FP&A cycle for your clients with Jirav www.jirav.com/request-demo #AccountingFirms #FPAServices #FinancialPlanning #YearEndClose #CAS

??Our Superbowl Ad!?? . . . . . does not exist because we're channeling all our focus on building a product our customers are fans of. We'll be watching the game and the ads this Sunday though! We may not have an awesome commercial spot, but we do have a robust solution that can help you and your clients build scenarios and plans for the business no matter which team wins. Check it out today ??

?? Elevate Your Firm's FP&A Services in 2024! January is the perfect time for Accounting and CFO advisory firms to position the Business Insights and Financial Planning & Analysis (FP&A) capabilities they can bring to clients. Many small businesses may be unfamiliar with these high-value services, but they're crucial for strategic business growth. January Focus: Annual Operating Plan (AOP) This month is all about aligning your clients' budgets with their operational and financial plans. Key activities include: ? Setting the budget ? Developing it using a Goal Deployment Process ? Aligning with the long-range plan By helping clients create a solid AOP, you're setting them up for success throughout the year and demonstrating your firm's value as a strategic partner. ?? Why FP&A Matters: ? Firms offering FP&A advisory services are 34% more profitable ? It moves you from historical reporting to future planning ? Increases client loyalty and expands your capabilities At Jirav, we believe in empowering accounting and CFO advisory firms to grow efficiently. Our all-in-one forecasting, budgeting, reporting, and analytics tool is purpose-built to help you scale your FP&A practice and provide ongoing value to clients. Want to learn more about structuring your FP&A services throughout the year? ?? Download this whitepaper, developed in partnership with Daniel Gertrudes at GrowthLab Finance-as-a-Service and CPA.com. It provides a month-by-month guide to the annual strategic business cycle for clients, helping you serve up FP&A capabilities in bite-sized, easy-to-understand components. https://lnkd.in/eFtxYeaT #AccountingFirms #FPAAdvisory #StrategicPlanning #Jirav #CAS #BIOS

The Tower (group of giraffes) in the US got together for a holiday party along with our families recently. We're thankful for the amazing group of people we get to geek out with all things FP&A every day!

T-O-D-A-Y!

??Wrap up the year with this webinar this week where we dive into how Creative Planning has applied the Business Insights Optimization System to maximize profitability in their firm. Evan Wells will discuss team resourcing, packaging and more with Chris Gallo and Benjamin Varilek, CPA. https://lnkd.in/g_sSQN6B #CAS #BIOS

Dawn W. Brolin, CPA, CFE is here at #dcpa24 signing her books!