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 scalable and repeatable high-value report once that you can deliver to all your farm clients.
- When you have your production and financial actuals in one place, how much more efficient you can be.
- 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: Management 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 breakevens, cost per acre and the KPIs your practice uses once, then apply them to every client.
Who It's For
CPAs, ag accountants and advisors with 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 meetings. Livestock gets a short look too.
Agenda
- 10 to 15 minutes: why post-harvest 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
