Case Study: Summit CPA Group achieves 94% client retention through live, transparent forecasting with Jirav

Summit CPA uses Jirav to build advisory-led, impenetrable client relationships

Summit CPA Group is a virtual CFO accounting firm serving 150 clients with a high-touch, subscription-based model. Facing file corruption and desktop FP&A limitations after an OS update—and pressure from clients who felt forecasts were a “black box”—Summit evaluated cloud-based solutions and selected Jirav’s cloud FP&A platform to enable scalable, transparent forecasting and live modeling with clients.

Using Jirav, Summit eliminated desktop troubleshooting, modelled forecasts live during client meetings, and gave clients drillable, statement-like visibility into drivers. The firm has rolled Jirav out to 80 clients (adding more monthly), credits Jirav with helping deliver timely forecasting insights, and sustains a 94% client retention rate tied to the in-depth modeling and advisory services Jirav enables.

Summit CPA Group

Tom Wadelton

Virtual Chief Financial Officer