Harvest Is Nearly Done. The Meetings Are About to Start.
Between now and year end, your team will sit down with almost every farm client to plan their tax position and talk through grain sales. One CPA told us that means around 200 meetings for each person on their team. Most of that prep still happens in spreadsheets and QuickBooks Desktop files, using numbers that are months old by the time they reach the table.
In 45 minutes, we'll show you a faster way to prepare for every one of those conversations.
What You'll Learn
- How to build a tax planning report once in Reporting Studio and roll it out across every farm client.
- Where the time goes at tax time, and how to get it back when actuals flow straight in from your accounting system.
- How to plan with clients on where their operation is today, so crop sales and timing decisions start from current numbers.
What We'll Show You Live
- Reporting Studio: Tax planning reports that tell the story of the farm year. Build them once and use them across the practice.
- Crop Tracker: Production by crop and field, connected to the financials, so the numbers you plan with match what came off the field.
- Allocator: Split shared costs across enterprises and see what each crop actually earned.
- Formula Builder: Set up breakeven per bushel, cost per acre and the KPIs your practice uses once, then apply them to every client.
Who It's For
CPAs and ag accountants at mid-size and enterprise practices who serve row crop clients across the Midwest and Plains, including the Dakotas, Nebraska, Iowa, Kansas, Missouri and Texas. It suits practice leaders and anyone on the team who runs client tax planning meetings. Livestock gets a short look too.
Agenda
- 10 to 15 minutes: why tax planning season is the moment to change how you prepare
- 20 minutes: live demo of Reporting Studio, Crop Tracker, Allocator and Formula Builder
- 10 minutes: your questions
