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Planning, reporting, and analytics are key to financial success, and clients are looking to their trusted advisors for solutions. CPA.com CEO Erik Asgeirsson and Jirav CEO Rob Hull dive into how leveraging a financial planning & analysis (FP&A) tool helps firms deliver for their clients.

Play a part in your clients' future wins with tech-enabled FP&A

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Andrew Forst

Accountant/Payroll Solutions Consultant at The GABB Group

3mo

FP&A is totally important… with so many different points what is the best ways to give the client what they’re needing without over complicating the process? Integration is always an amazing option to make workflow easier. Don’t know if AI will ever replace the need for having someone do the job.

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Sadia Khan

Co-Founder, Reconyourbooks.com and QuickRoz.com | Freelancer CFO/ Accountant and Bookkeeper/ QuickBooks ProAdvisor/eCommerce Specialist/Amazon,eBay,Shopify/Walmart/Paypal

3mo

Very informative

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