Designing Scalable Advisory Services for Agriculture
Featuring insights from Mark Morton and Pete Debus, two of Australia's leading agri consultants and accountants.
Accountants know the importance of providing value-added services beyond tax and compliance, but building a productised and scalable service offering can be daunting.
In this free video series designed for agri accountants, access bite-sized clips that reveal the secrets to creating and delivering planning and advisory for farming clients.
Unlock the Video Series:
In this free series designed for agri accountants, learn:
HOW-TO ADVISORY SERIES
Unlock the full series now
- The foundational elements that will set your agri service offering up for success
- Understand which agriculture clients will benefit most from your advisory services and target them effectively.
- Move beyond one-size-fits-all and create services that streamline delivery while meeting each client’s needs.
- Examples of the advisory outputs and conversations you can have with your clients clients
- Keep clients engaged with consistent, proactive service that supports their growth.
- How to package your agri service offerings in ways that can be delivered at scale.
PART 1:
Ag CAS: a 300% revenue growth opportunity
PART 2:
A specialist industry requires specialist tools
PART 3:
Identify and segment your client base
PART 4:
Understand your firm's priority for CAS
PART 5:
Connect ag-specialist tools to QuickBooks
PART 6:
How to Establish Client Advisory Services for Ag
PART 7:
How to Scale Client Advisory Services for Ag
PART 8:
How to Optimize Client Advisory Services for Ag
The advisory opportunity for accountants is significant
327%
Accountants have seen a revenue increase of up to 327% when they incorporate planning services into their agribusiness service offerings.
260%
Studies show a 260% increase in client value perception as they begin to see their accountant as a trusted advisor, rather than a tax service provider.
82%
of accountants leaving the industry have more than 6 years experience. Advisory services create opportunities for more meaningful and impactful work, allowing firms to attract & retain talent.
79%
Top-performing accounting firms are sourcing 79% of new advisory service revenue from their existing tax & compliance clients.
Streamline farm tax, enhance reporting, deliver advisory at scale
“With Figured and cloud accounting software working together, we can see where things will end up in 5-to-10 years. You’ve got real numbers and good reports, and it gives farmers something to think about and tangible to work on.”
"The increased collaboration with our clients gives us a greater depth and knowledge of their goals and what they’re seeking to achieve."
"Figured is a great tool for financial management reporting because it really allows the opportunity for us to help clients establish a great structure around their financial reporting system that actually gives them meaningful information."
Unlock the free video series
Access these free bite-sized video clips that reveal the secrets to creating and delivering high-value client accounting & advisory services for farming clients.