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FREE CPA GUIDE

How to Design Scalable Client Advisory Services for Agriculture

As the agricultural sector faces new complexities and pressures, CPA firms have a unique opportunity to elevate themselves from tax & compliance partners to strategic advisors. 

In this free guide, learn how to design and deliver scalable Client Advisory Services (CAS) tailored to the unique needs of agriculture - from identifying and prioritizing clients in need of advisory to building a menu of CAS services that deliver ongoing value to you and your farm clients.

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FREE GUIDE

How to Design Scalable Client Advisory Services for Agriculture

Learn how to design and deliver scalable Client Advisory Services (CAS) tailored to the unique needs of agriculture - from identifying and prioritizing clients in need of advisory to building a menu of CAS services that deliver ongoing value to you and your farm clients.

Enter your details to download the free guide.

What you'll learn:

This guide is a complete roadmap to implementing CAS for agriculture - helping you transition from a traditional tax & compliance -focused model to an advisory-driven practice and easily provide farmers with more meaningful and impactful services at scale.

  • How to transition into CAS with ease: learn the core steps to pivot your services to support the needs of the agriculture sector.
  • Identifying and prioritizing key clients: understand which clients will benefit most from advisory services and how to start the conversation.
  • Building scalable, productized offerings: create advisory packages that balance efficiency with personalized value.
  • Standardizing CAS for growth: develop a service model that allows your practice to scale while delivering consistent value.
  • Using CAS to unlock long-term value: help clients minimize risk, capitalize on new opportunities and plan for lasting success.

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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.

Get the Guide to Designing
Client Advisory Services for Agriculture

As you think about how you might implement CAS in your firm, it can be difficult to know where to begin.

Fortunately, from our work over 10 years with hundreds of accounting firms around the world and tens of thousands of their farmers, we’ve established a simple but effective approach to developing a scalable CAS service offering.

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The platform for all your agribusiness services

While spreadsheets are a staple in many accounting practices, they fall short in addressing the unique needs of agriculture. Agriculture is a highly specialized industry with specific challenges that require equally specialized solutions.

Combining Figured’s farm financial planning, budgeting, forecasting and reporting platform with the power of cloud accounting software gives accountants a fully integrated agribusiness-specific accounting solution.

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Streamline farm tax, enhance reporting, deliver advisory at scale

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

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

Ready to see Figured in action?

Get to know the powerful features that make Figured the platform to deliver all your agribusiness accounting services. Start your free trial today.

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