Case Study: Vilms Consulting achieves faster onboarding, fewer errors, and greater scalability with Jirav

Vilms Consulting builds efficiencies, scales, and closes more clients with Jirav

Vilms Consulting, a Boston-based financial advisory firm founded in 2008, faced time-consuming, error-prone Excel workflows and manual QuickBooks data entry that slowed client onboarding and limited its ability to scale and upsell services. To solve this, Vilms Consulting selected Jirav for financial planning and analysis, valuing its flexibility and QuickBooks integration.

By implementing Jirav and using its QuickBooks connector, Vilms Consulting automated data imports so models and reports populate instantly, slashing time spent on manual spreadsheet updates, decreasing errors and time spent tracking them down, and increasing speed and efficiency. Jirav also enabled condensed, client-friendly reporting and deeper forecasting, helping the firm scale its offerings and more effectively upsell additional consulting services.

Vilms Consulting

Michelle Vilms

Founder & CEO