Case Study: Compass East doubles new client engagement fees and delivers deeper client insights with Jirav

Compass East - Customer Case Study

Compass EAST, a virtual finance and accounting firm focused on mid-sized, growth-oriented companies, needed to move clients off unreliable desktop systems and deliver forward-looking dashboards, forecasts and advisory insights. To address this, the firm adopted Jirav’s financial planning and analysis tools and a standard Jirav dashboard to give clients reliable, real-time financial reporting and visibility.

Using Jirav, Compass EAST standardized and customized FP&A dashboards for all new clients, embedded those dashboards into sales and onboarding, and scaled projection models so any team member can update them. Jirav enabled faster, more confident advisory conversations and measurable business impact: Compass EAST has doubled its new client engagement fees while serving more clients with consistent, scalable insights.

Compass EAST

John Nevel

Chief Executive Officer