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Self-Study CPE
PRACTICAL GUIDE TO CPA RISK MANAGEMENT: 2018-19 UPDATE
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THE DNA OF A CAS FIRM
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EVALUATING THE HEALTH OF YOUR CLIENT'S BUSINESS
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AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP
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HOW TO CALCULATE YOUR FIXED PRICE FOR BOOKKEEPING SERVICES
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THE "ALT" ACCOUNTANT - POSITIONING, PRICING, AND INNOVATION
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Free cpe webinars
Level Up Your Financial Outputs: How to Save Time, Add Value and Delight Clients

LEVEL UP YOUR FINANCIAL OUTPUTS: HOW TO SAVE TIME, ADD VALUE AND DELIGHT CLIENTS

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Over the past decade, much of the development in cloud accounting has been focused on inputs, such as automating data entry with bank feeds, bank rules, scanning, OCR, digital payments, and API integrations. All that helps us get data into the GL faster and with fewer errors. But what about your outputs? A great example is the monthly reporting package. In all this time, that deliverable hasn't changed all that much — but now it's possible! Join this session to learn how you can leverage the latest and greatest technology to level up your advisory services, whether you're a bookkeeper, accountant, controller, or CFO. Whatever level you're on now, you'll get specific recommendations for how you can save time on outputs, and move up the value chain, and delight your clients.
 
Learning Objectives:


  • Understand how the latest accounting automation technology is speeding up and improving financial outputs

  • Learn how to save time on historical reporting while creating additional value for your clients

  • See how you can generate a financial output that drives thoughtful discussion and commentary at scale

  • Improve your ability to help clients set goals and start building their plans for success

  • Now that you've done all of the above, put on your "CFO hat" to find the key drivers of any business — and activate them!

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Martin Zych

Jirav
CEO and Co-Founder
martin@jirav.com
(425) 478-1150

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Martin Zych is the CEO and co-founder of Jirav. He’s a career finance & accounting professional, specializing in high-growth tech companies. Previously he was the Finance Director at Limeade and Zephyr Health and a Controller at Atlas Accelerator CFO firm. Over his career, he set up dozens of finance functions and has helped raise over $200 million in funding.  He founded Jirav to build the tool he wished he’d had available for him during his whole career as a Controller / Finance Director at high growth companies.

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Blake Oliver

Jirav
Director of Marketing
blake@jirav.com
(818) 583-7587

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Blake Oliver, CPA, is an entrepreneur, accountant, writer, and speaker who specializes in cloud accounting technology. In 2016 and 2017, Blake was named a “40 Under 40” in the accounting profession by CPA Practice Advisor. He is the director of marketing for Jirav and co-host of the Cloud Accounting Podcast, a weekly news round-up at the intersection of accounting and technology that is also the #1 podcast for accountants and bookkeepers in the world.

Additional Materials
How To Guide 1
How To Guide 2
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Jirav delivers smarter financials and faster insights, helping you understand where your business has been and predict where you’re going. The system joins your cloud-based Accounting, HR, CRM and billing data to automatically surface a sophisticated, interconnected model that is unique to your business. Spreadsheet errors are eradicated, monthly reports occur in real-time, and connected data enables teams to collaborate on multiple scenarios – bookings, billing, revenue recognition, cash flow, and workforce/expense planning  – to get the answers they need, fast.