FREE GUIDE | For Accountants and Ag Consultants
Farmers need more financial guidance than ever before. For accountants, this is a major opportunity to step into Client Advisory Services and offer the proactive, planning-focused advice clients truly value.
But making the shift to advisory isn’t always easy—and many aren’t sure where to start. This guide, developed in partnership between Figured and Intuit QuickBooks outlines the key steps accountants need to confidently build, deliver, and scale planning-led advisory services.
Farmers need more than tax returns
Learn why your agriculture clients need proactive, forward-thinking advisory support now more than ever, and how you can deliver it.


The benefits of advisory are significant
Client Advisory Services (CAS) is growing at an average rate of 16% year-over-year—but in agriculture, some firms are seeing growth as high as 327%.
Use your existing tax expertise as a base
Find out how you can use your existing tax and accounting skills as a foundation to develop a strong advisory offering and help clients better manage risk and seize opportunities.


Only the right tools make advisory possible
Desktop accounting systems and complex spreadsheets don’t cut it anymore. See how cloud technology will help you deliver advisory services to your entire client portfolio at scale.
Download the Free Guide Now
Find out everything you need to know to establish, deliver and scale planning-based advisory services and unlock the potential of CAS for your accounting firm.
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