Case Study: Founder’s CPA achieves six-figure annual recurring revenue and scales advisory services with Jirav

Jirav Empowers Founder’s CPA to Scale Strategic Advisory Services and Generate New Revenue

Founder’s CPA, a Chicago-based accounting firm serving clients from pre-revenue startups to businesses with over $35M in revenue, needed an FP&A tool to scale advisory and outsourced CFO services across a diverse client base. After a prior cloud planning tool proved difficult to use, Principal Curt Mastio adopted Jirav for its business-focused, easy-to-navigate platform that could deliver KPI dashboards for smaller clients and driver-based budgeting and scenario modeling for larger ones.

Jirav implemented a cloud-based FP&A solution with customizable dashboards, automated monthly reporting, and driver-based planning that standardized and scaled Founder’s CFO offerings. Using Jirav in sales presentations and ongoing services, Founder’s CPA won new clients, saved staff time, improved client visibility, and generated over six figures in new annual recurring CFO revenue.

Founder's CPA

Curt Mastio

Principal