HOW-TO ADVISORY SERIES
CAS for Agriculture with Figured and QuickBooks Online
Unlock this short 8-part video series to see how your firm can take advantage of the CAS opportunity available to you and your farm clients.
Whether you’re looking to establish CAS, or build on the advisory services you already provide to agriculture clients, see practical steps on how you can achieve this at scale with Figured and QuickBooks Online.
Unlock the full series:
PART 1:
Ag CAS: a 300% revenue growth opportunity
1m 53s
PART 2:
A specialist industry requires specialist tools
1m 35s
PART 3:
Identify and segment your client base
2m 25s
PART 4:
Understand your firm's priority for CAS
1m 15s
PART 5:
Connect ag-specialist tools to QuickBooks
2m 30s
PART 6:
How to Establish Client Advisory Services for Ag
4m 12s
PART 7:
How to Scale Client Advisory Services for Ag
2m 28s
PART 8:
How to Optimize Client Advisory Services for Ag
1m 30s
HOW-TO ADVISORY SERIES
Unlock the full series now
HOW-TO ADVISORY SERIES
Unlock the full video series now
The series provides an introduction to Figured and QuickBooks Online and shares how the tools drive the delivery of all your agribusiness services at scale, from enhanced reporting to high-value CAS.
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
Hear from leaders at Intuit and Figured
Sarah Dobson
Executive GM, Stategic Partnerships
James Higgie
Director of Growth, US/CA
Timothy Mangini
Strategic Partnership Manager
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.