The Problem
Many firms want to move beyond tax and compliance — or improve how they deliver planning-focused services — but lack the time, the tools or a scalable process to do it efficiently.
Ashly Lindberg, Founder and CEO of Precision Advising, partnered with Rightworks and Figured to set up the right tools, streamline her workflows and build a more scalable advisory offering for agriculture clients. This is how she did it.
What You'll Learn
- Why cloud-based tools are essential to scaling advisory services without increasing headcount
- How Ashly recognized the tipping point that led her to rethink her firm's tech stack and service model
- What migrating from desktop to cloud accounting actually involves — and how to bring farming clients along with the change
- How her firm now delivers farm budgeting, planning and forecasting with far less admin
- Tactics for starting or scaling advisory work with farming clients using the right tools
What Figured and Rightworks Unlock Together
- Expert-led book cleanup so records are accurate and cloud-ready
- End-to-end migration from QuickBooks Desktop to QuickBooks Online
- Integration between Figured and QuickBooks Online that removes manual data admin
- Agribusiness-specific tools for reporting, budgeting, forecasting and planning
- One platform to simplify farm financial workflows and scale advisory
