The Problem Every Ag Advisor Faces
Your agriculture clients need budgets, cash flow forecasts and help making decisions — not just about next year, but about what is happening right now. What stops most advisors offering it is not willingness: it is incomplete client data, no time to build a custom spreadsheet for every client, and no clear, scalable deliverable to hand over.
Meanwhile clients are building their own spreadsheets that go stale immediately, working with consultants who cannot see the full financial picture, or making expensive decisions with no formal planning at all.
What This Session Delivers
- Build a working budget in under five minutes, even when client data is incomplete
- Set up production trackers that feed financial forecasts automatically
- Create bank-ready Statement of Position reports without starting from scratch
- Run what-if scenarios that help clients make better decisions
- Which features save you hours of manual work, and what to say to clients when presenting each level of service
A Scalable Planning Framework for Any Client
Not every agriculture client needs the same level of planning. Some need basic cash flow visibility; others need detailed, multi-year forecasts. The session shows three levels.
- Level 1 — basic budgeting: for smaller operations, or clients new to formal budgeting. A complete budget in under five minutes off last year's actuals, bulk editing, variance analysis and cash flow views that find funding gaps early
- Level 2 — intermediate planning: for farms tracking production across crops or livestock. Production trackers that calculate profit per acre and feed straight into P&L and cash flow, so one entry updates six reports
- Level 3 — advanced forecasting: for growth-minded or multi-entity farms. Bank-ready Statement of Position reports, balance sheet integration, capital purchase modeling and multi-year scenario planning
Who Should Watch
- CPAs and ag advisors serving farm clients who want to add planning services
- Firms exploring Figured who want to see it in action before committing
- Anyone who has tried to offer budgeting services but got stuck on execution
- Advisors tired of manual spreadsheets and inconsistent deliverables
