Starting the Advisory Conversation Video Series

This video series walks through an end to end example of leveraging Jirav Accountant Hindsight to engage with your client using KPIs

In this 5-part video series, you will be guided through a comprehensive demonstration of how to effectively utilize Jirav Accountant Hindsight to interact with your clients by incorporating Key Performance Indicators (KPIs) and engaging in advisory conversations. This walkthrough will cover the entire process from initiating the advisory conversation to creating essential KPIs and reports, ensuring a seamless and productive client engagement experience.

Starting the Advisory Conversation

Create the T12M KPI

Add the T12M KPI to the Executive Summary Report

Create the T12M KPI Dashboard

Create a Custom Group Tile

Have the Advisory Conversation