Turn the actuals you already hold into an ongoing, paid forecasting service. Adapted from insights shared by leading rural accountants, this free guide covers the process, the report pack, and how to talk a client through every report.
With This Guide You Can
Two prime openings: an engagement already in the diary, like GST or end-of-year, or a proactive approach. The guide covers how to pre-empt the client and keep the meeting focused on what matters to them.
A baseline forecast, an in-depth planning meeting, then scheduled reviews. See how firms structure the stages, what to charge for, and where a free first session earns an ongoing engagement.
Cashflow forecast, variance, production and profit & loss: what each report is, why it matters to a farmer, and the words to use when you talk them through it.
