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UPCOMING WEBINAR  |  Tue 23 July, 11AM CT

How to Design Scalable
Ag CAS Services

We all know the importance of providing CAS services, but building a productized and scaleable service offering can often be daunting.

Join us on a live webinar to see how easy it can be to put together a consistent and easy-to-deliver advisory service offering for your agriculture clients.

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Leading the conversation

Hear from industry experts as they share guiding principles for establishing high-value CAS services and reveal practical steps to deliver them at scale for your agriculture clients.

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Justin Koebnick
GM Partner Developemnt

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James Higgie
Director of Growth, US/CA

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Mitchell Parks
Account Executive

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Forsyth Thompson
Head of Marketing

In our practical “How to” webinar,
you will learn more about:

Defining who you’re designing CAS services for, and building services appropriate to them, your firm’s brand, position, and goals.

CAS as a service: create packages that provide regular ongoing value for you and your farmers, rather than simply one-off engagements.

Building a menu of other valuable services which can be delivered at scale e.g. scenario planning, cashflow forecasting etc.

Building high-value advisory services that can be delivered by the whole team, not just your most senior members.

The outputs that Figured & QuickBooks Online provide and the specific conversations to have with your farmers for each of them.

Creating ongoing touchpoints with clients so you have regular opportunities to create curiosity and have new conversations with existing clients.

And see real-world examples of Figured partners successfully delivering high-value CAS at scale using this approach.

Watch the webinar

Tue 23 July • 11:00am CT

Farmers value advisory services from their accountant

83%

83% of farmers see their accountant as "really valuable" when they provide client advisory services, compared to only 23% who just receive basic tax and bookkeeping services.

Source: Figured Data n= >17,000 Farms

Shifting CAS from an intensive manual process to a consistent, productized one

See how CAS services can now be delivered by the whole team.

US _ Intuit Webinar 2 - May 2024 (9)

Bringing the entire farming team together

6th generation farmer, Kelly Garrett, and his accountants Jeff and Jason from JC Ag Financial Services share their story of working together to drive better business decisions and outcomes.

UPCOMING WEBINAR  |  Tue 23 July, 11AM CT

How to Design Scalable Ag CAS Services

Join us on a live webinar to see how easy it can be to put together a consistent and easy-to-deliver advisory service offering for your agriculture clients.