AccountingDepartment.com co-Founders Dennis Najjar, CPA and Bill Gerber announce all clients will receive a financial dashboard accessible to them in 2021.
On the heels of our 2020 Year in Review wrap-up video, AccountingDepartment.com is already out of the gate with one of the promises made to clients (If you missed it, check it out here). Dennis and Bill shared:
If you have been with us for many years you know we have tried many tools to get our clients what they need and want, finally a company came out with one that fits that.
Today we announce that all clients will have a financial dashboard accessible to them in 2021. We are rolling this dashboard out to all clients in January and all clients will receive a unique login.
Jirav, the new program we'll be using, does a lot for our clients – Check it out (https://www.jirav.com/)
- Financial Statements
- Cash Flow Projections
- Forecast Planning from Current + 3 fiscal years
- Scenario Planning
- Department Budgets
- Budget vs. Actuals
- Payroll Integrations
- Sync to QuickBooks & NetSuite
- Syncs to Excel and Google Sheets
Dedicated training for advanced dashboard use across all our Controllers starts in February. (Every January is consumed with year-end accounting tasks).
There are three levels available:
- Level 1 – All clients will have access to Financial Report/Dashboard and KPI’s
- Level 2 – Budget and Forecast 1 year out
- Level 3 – Budget and Forecast up to 3 years, and Budget/Forecast by departments, locations etc.
Whether a dashboard is brand new to you or something you have enjoyed with us for a long time, we are excited to bring every client our “Look Forward First” services in 2021. We have worked with our controllers and made sure the training we put into our teams would support the goal of always looking to the future.
Clients can choose to opt out of the dashboard if they do not want access. We are excited to usher in 2021!
-Dennis & Bill