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.
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.
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.
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