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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
Presentation Length 1.0 hour

Recorded DateNovember 22, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
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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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Martin Zych

Jirav
CEO and Co-Founder
[email protected]
(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, CPA, is an entrepreneur, accountant, writer, and speaker specializing in cloud accounting technology. In 2016 and 2017, Blake was named a “40 Under 40” in CPA Practice Advisor’s accounting profession. He is the 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.

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.