How to streamline compliance, deliver smarter planning, and support your clients to take action, all in one system.
This practical guide is designed to help you move beyond compliance and deliver more value to every dairy client. Learn how to use Figured to build production-informed plans, support confident decisions, and make advisory more scalable across your practice.
Most dairy clients still come to their accountant for one thing: compliance. But many are starting to look for more.
As conditions shift, they're asking bigger questions. Are we on track? Can we afford to invest? What happens if the payout drops again?
That's where you come in. You already know the numbers, you know the people, and you understand what's at stake.
But meeting the demands of today's dairy clients β and scaling those services across the practice β takes systems that work with you. This guide shows how compliance, planning and action connect in one platform, and how each stage feeds the next.
What You'll Learn
Automate valuations, reconciliations, and GST-ready reports using real-time data direct from the farm.
Build budgets backed by production, reforecast easily, and collaborate on a shared plan with your clients.
Use live benchmarking to compare against similar farms, validate assumptions, and back up your recommendations.
Guide clients through milk price protection and lending conversations β without extra tools or systems.
Clean, standardised and connected β data that's ready to power better planning, benchmarking and forecasting.
This guide is written for advisers and practices working with NZ dairy clients:
