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CASE STUDY

From Manual Farm Reports
to Automated Insights

How a North Dakota Accounting Firm Scaled Advisory and Unlocked New Revenue
 

While most ag CPAs are still buried in spreadsheets, Nadine Julson, LLC found a better way. They connected Figured to QuickBooks, automated farm-specific reporting, and discovered revenue opportunities other firms are missing.

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What You'll Learn

ICONS (17)
The Problem Most Ag CPAs Face
Generic accounting tools that force you to spend billable hours on manual data cleanup instead of delivering the strategic advice your clients need.

ICONS (18)
His Practical Implementation Approach
How Daniel tested with just 5 clients, connected to his existing QuickBooks setup, and proved value before rolling it out firm-wide.

ICONS (22)
The Unexpected Revenue Opportunity
Custom reporting capabilities that opened up new service opportunities beyond farm accounting—revenue streams he hadn't anticipated.

ICONS (19)
His Verdict
Why Daniel gave Figured an A+ rating and how his farm reports now "run themselves" without manual intervention.

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It takes just 3 minutes to read and could change how you think about farm advisory.

Your Next Steps

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How to: Client Advisory Services for Agriculture

Want to scale advisory services like Nadine Julson, LLC? Our free guide shows you the framework leading ag firms use to build structured, scalable advisory services for their farm clients.

  • Why farmers need advisory support now more than ever.
  • The benefits of advisory for you and your clients.
  • How to use your existing skills to develop an advisory offering.
  • The tools you need to deliver advisory services at scale.
  • How to help your farm clients reduce risk and unlock opportunities.
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Our team is happy to answer any of your questions or share a demo of Figured tailored to your needs.

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