ON DEMAND WEBINAR
See exactly how leading ag accountants and advisors deliver budgeting, forecasting, and planning services—without the manual overhead.
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But here's what stops most advisors from offering these services:
- "My clients have incomplete data—how do I build a budget when half the numbers are missing?"
- "I don't have time to build custom spreadsheets for every client."
- "I'm not sure what deliverable to provide or how to make it scalable."
- "Where do I even start?"
These aren't excuses. They're real barriers that keep valuable advisory work in the "someday" pile—while tax & compliance work fills every available hour.
Meanwhile, your clients are either building their own spreadsheets that go stale immediately, working with consultants who don't have their complete financial picture, or making expensive decisions without any formal planning.
This webinar shows you the better way forward.
Start Watching!
What this session delivers
This isn't theory. This is execution. See the exact workflows that leading ag advisors use to deliver planning services at scale—without drowning in spreadsheets or burning hours on manual data entry.
60 minutes. Three live demonstrations. Zero fluff.
You'll see how to:
- Build a working budget in under 5 minutes (even when client data is incomplete)
- Set up production trackers that automatically feed financial forecasts
- Create bank-ready Statement of Position reports without starting from scratch
- Run "what-if" scenarios that help clients make better decisions
By the end of this session, you'll know:
- Which features save you hours of manual work
- How to handle the "messy data" reality every advisor faces
- What to say to clients when presenting each level of service
A scalable planning framework for any client
Not every agriculture client needs the same level of planning. Some need basic cash flow visibility. Others need detailed, multi-year forecasts.
This session shows you how to deliver planning services at three levels to meet the needs of your clients.
Basic Budgeting
For smaller operations or clients new to formal budgeting.
See: How to build a complete budget in under 5 minutes using last year's actuals—even when data is incomplete.
Watch: Bulk editing features that eliminate hours of cell-by-cell updates, variance analysis that drives specific conversations, and cash flow views that identify funding gaps before they become crises.
Intermediate Planning
For farms tracking production data across crops or livestock.
See: How production trackers calculate profit-per-acre automatically and feed directly into P&L and cash flow.
Watch: One production entry update six financial reports simultaneously, enabling conversations about planting decisions and enterprise profitability.
Advanced Forecasting
For growth-minded operations or complex multi-entity farms.
See: How to build complete, bank-ready Statement of Position reports using the new Custom Reporting Studio.
Watch: Balance sheet integration, capital purchase modeling, multi-year scenario planning, and the features that turn you from compliance provider to strategic advisor.
Plus, the shortcuts, hidden features and "here's what nobody tells you" moments that separates advisors who struggle from advisors who scale.
Who should watch this?
- CPAs and ag advisors serving farm clients who want to add planning services
- Firms exploring Figured and want to see it in action before committing
- Anyone who's tried to offer budgeting services but got stuck on execution
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You'll get the most value if you:
- Have an existing set of farm clients who need budget/planning support
- Are tired of manual spreadsheets and inconsistent deliverables
- Want to see real workflows—not just theoretical concepts
- Are ready to implement or improve ag advisory services
ON-DEMAND WEBINAR
Watch now and see exactly how to deliver planning services profitably—without the manual overhead.