Using the capabilities of agri-specific technology, it is now possible to deliver high-value planning and advisory services across your entire client portfolio without needing more people or more time.
Download a free copy of our guide to scaling agribusiness financial planning services with the Figured platform, including the types of actions to take throughout the year, when, and how.
What You'll Learn
Why forward-thinking financial planning and budgeting are more critical than ever for your farming clients, and how you can lead the way.
How other firms are successfully delivering planning, budgeting and advisory services without sacrificing tax and compliance work.
Generic accounting systems and complex spreadsheets don't cut it any more. How agri-specific finance tools work with Xero or MYOB to deliver planning to your entire portfolio.
The types of planning actions firms can take throughout the year — when and how — to deliver more proactive planning and advisory services.
Most firms responding to the increase in demand rely on the approach that worked in the past: their own expertise and experience, combined with cloud accounting software and specialised spreadsheets.
But using generalist tools for a job as specialised as agri planning creates bottlenecks, puts strain on the people using them, and produces inconsistent outputs.
Model the impact of external factors so you and your client have a clear view of what it means for them, and give them the ability to look years into the future as well as at the current season. Instantly surface measures like interest coverage ratios to identify the clients most at risk.
Scaling planning across your portfolio means you don't only scale billing — you scale positive client relationships too.
It's critical we consider the different scenarios that might play out over the next 12-18 months. The most beneficial thing accountants can do for farmers is to review their situation with them, to give them an understanding of the impact to their business cash flow.
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