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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Unlock the Video Series:
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PART 1:
The Need for Advisory Services in Agriculture
1m 36s
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PART 2:
How Accounting Firms Benefit from CAS
1m 27s
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PART 3:
How to Get Started with CAS for Agriculture
2m 30s
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PART 4:
How to Segment Your Agriculture Clients
3m 01s
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PART 5:
How to Prioritize Which Clients to Start With
2m 51s
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PART 6:
Productizing Your Advisory Services
3m 10s
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PART 7:
Scenario Planning: Model Opportunities and Risks
1m 44s
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PART 8:
Farm Level Reporting: Crop Season Summary
1m 18s
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PART 9:
3-Way Forecasting for Smart Decision Making
1m 29s
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PART 10:
Creating Ongoing Touchpoints with Clients
1m 31s
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PART 11:
Building Client Advisory Service Packages
1m 42s
Unlock this FREE How-to Advisory Series for Agriculture
In this exclusive series designed for CPAs, you’ll learn:
HOW-TO ADVISORY SERIES
Unlock the full series now
- 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.

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 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.
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.

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.

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.

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.