Free Guide For Accountants and Ag Consultants

Client Advisory Services for Agriculture

Farmers need more financial guidance than ever before. For accountants, this is a major opportunity to step into Client Advisory Services and offer the proactive, planning-focused advice clients truly value.

Developed in partnership between Figured and Intuit QuickBooks, this guide sets out the key steps accountants need to confidently build, deliver and scale planning-led advisory services.

QBO eBook (12)

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Farmers need more than tax returns.

Your agriculture clients are facing fluctuating markets, rising costs and high interest rates, and they need the guidance of a trusted advisor to navigate it. But making the shift to advisory isn't always easy, and many firms aren't sure where to start.

In This Free Guide, You'll Learn

The Size of the Ag Advisory Opportunity

The CAS market is growing at 16% a year — but accounting firms with agriculture clients can increase their fee base by 198–327% by moving from compliance to advisory.

Why Farmers Value an Advisor Differently

23% of farmers receiving only tax and compliance work rate their accountant as very valuable. That figure leaps to 83% once they are advisory clients.

How to Build on Your Compliance Strengths

Use the tax and accounting expertise you already have as the foundation for an advisory offering that helps clients manage risk and seize opportunities.

Why the Tools Decide What's Possible

Desktop accounting systems and complex spreadsheets don't cut it any more. See how cloud technology lets you deliver advisory across your entire client portfolio at scale.

What's Inside

What the Guide Covers

  • The compelling opportunity — what ag-specific advisory is worth to your firm
  • Why farmers need your specialized advice more than ever, and the tools it takes to deliver it
  • How to leverage your compliance strengths as an advisory foundation
  • The mindset shift from compliance to advisory
  • Unveiling hidden needs: the power of proactive communication
  • Final thoughts, key takeaways and your next steps
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Close-up of ripening soybean pods

Download the Free Guide

Find out everything you need to establish, deliver and scale planning-based advisory services, and unlock the potential of advisory for your accounting firm.