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FREE GUIDE  |  For Accountants and Ag Advisors

How to Build Client Advisory Services for Crop Clients

Climate pressure, rising costs, and tight cash flows are reshaping how US crop farmers think about their financials and the professionals who support them. This guide shows you how to build efficient, scalable systems that deliver real advisory value and grow your revenue.

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FREE GUIDE

What Great Farm Financial Management Looks Like

Download this free guide for Accountants and Ag Consultants on what great farm financial management looks like in 2025.

Learn key financial pillars, best practices, and the tools accountants and ag consultants need to drive profitability and success for their agriculture clients.

In this free guide, you'll learn:

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The three-level advisory framework: Financial Foundations → Production-Informed Forecasting → Crop-Level Margin Reporting

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How to support crop marketing decisions with breakeven analysis and storage scenario modeling

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Turn one-off requests into ongoing advisory relationships with structured reporting rhythms

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Efficient workflows and systems used by leading ag accounting firms to scale advisory without adding chaos

Stop chasing spreadsheets, start delivering advice

Your clients have different tech skills, inconsistent record-keeping, and urgent questions that pull your time in different directions. Learn how leading accountants have built a system where advisory happens automatically — not as custom work for every client.

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From reactive to proactive: The three-level approach

Not every client needs detailed crop-level reporting, but every client deserves the right level of support. See how to structure Financial Foundations, Production-Informed Forecasting, and Crop-Level Margin Reporting to build scalable advisory revenue while meeting clients where they are.

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Help clients make better crop marketing decisions

When clients face storage decisions, pricing pressure, and cash flow timing questions — you'll have the data and frameworks to give confident answers. Learn how to tie marketing decisions back to profitability and cash flow management.

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Build advisory that scales across your team 

With structured reports, consistent workflows, and clear service levels, anyone on your team can deliver advisory confidently. Stop relying on one senior person's knowledge to handle all the complex conversations.

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Stop Fighting These Common Advisory Challenges

Most ag accounting firms struggle with the same barriers when trying to scale advisory services. This framework helps you avoid the biggest time-wasters and bottlenecks.

Data Chaos

  • Stop losing billable time to spreadsheet cleanup and version chasing

  • End the frustration of out-of-date or hard-to-find client data

  • Avoid double-handling numbers between systems

Custom Everything

  • End the cycle of building custom solutions for every client conversation

  • Stop recreating reports and workflows from scratch each time

  • Avoid the trap where advisory takes longer than it should

Single Point of Failure

  • Avoid advisory relationships that depend on one senior person's knowledge

  • Stop bottlenecking growth because only certain team members can handle complex clients

  • End the stress of coverage when your go-to advisor is unavailable

“We don’t always realize how much time we lose to spreadsheets, cleaning up data, finding errors, chasing versions. 

That’s all time you’re not delivering advice. It holds back the value you can provide and makes it hard to scale.”

TurnerP
Turner Polzin, Adams Brown CPAs

Sound familiar?
See the steps Turner and the team at Adams Brown CPAs took to help them deliver more valuable accounting and advisory services to their crop clients.

Download Your Scalable Advisory Framework

Get the exact three-level system used by leading ag accounting firms to build efficient, profitable advisory services that grow with market challenges.

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