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HOW-TO ADVISORY SERIES

How to Create & Deliver Client Advisory Services
for Agriculture

Farmers need advisory services from CPAs now more than ever. In this free video series designed for accountants, access bite-sized clips that reveal the secrets to creating and delivering high-value client accounting & advisory services for farming clients.

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In this exclusive series designed for CPAs, you’ll learn:

HOW-TO ADVISORY SERIES

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  • The foundational elements that will set your CAS 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.
  • Learn best practices to price your services for profitability without compromising value.

The CAS opportunity for accountants is significant

327%

Accountants have seen a revenue increase of up to 327% when they incorporate CAS 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 CPAs leaving the industry have more than 6 years experience. CAS creates 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

It [Figured] means really good budgeting, planning, cash flow and break-even analysis, great reports including comparing actuals to variances. We get great insights and some light-bulb moments.

Turner Polzin_Adams Brown
Adams Brown CPAs Turner Polzin

Being able to take advantage of technology and data is the best way that farmers can be progressive. Now this isn’t just a dream, it’s a reality. We have to use tools such as Figured.

Jeremiah R. Woltemath
Dickinson & Clark CPAs J.R. Woltemath

With Figured, I'm able to work with our customers and show them in real-time what their year-end is going to be, which saves a tremendous amount of time.

jeff-janssen-jc-ag
JC Ag Financial Services Jeff Janssen

Unlock the free video series

Access 11 bite-sized video clips that reveal the secrets to creating and delivering high-value client accounting & advisory services for farming clients.

UNLOCK THE SERIES