ON DEMAND WEBINAR
Scaling CAS for Agriculture
How to Get Started
Practical steps on how to deliver high-value advisory at scale, including customer segmentation, service design, and go-to-market strategies.
- Guiding principles for establishing and delivering high-value CAS services at scale.
- Defining your Ideal Customer Profile (ICP) and segmenting your customer base to identify existing clients ripe for advisory.
- Live Demo: How Figured and QuickBooks Online allow you to deliver productized advisory services at scale.
- How to market and communicate the benefits of CAS services to new and existing customers.
Watch On-Demand
Leading the conversation
Hear from industry experts as they share guiding principles for establishing high-value CAS services and reveal practical steps to deliver them at scale for your agriculture clients.
Justin Koebnick
GM Partner Developemnt
James Higgie
Director of Growth, US/CA
Mitchell Parks
Account Executive
Forsyth Thompson
Head of Marketing
Figured and QuickBooks Online is Ag Accounting
Agricultural accounting is unique and complex and requires specialist financial tools.
Figured & QuickBooks Online now provides accountants with ag-specific financial management tools to enhance reporting and scale CAS from the cloud.
Being able to take advantage of technology and data is the best way that farmers can be progressive. Now this isn’t just a dream, it’s a reality. We have to use tools such as Figured.
With Figured, I'm able to work with our customers and show them in real-time what their year-end is going to be, which saves a tremendous amount of time.
It [Figured] means really good budgeting, planning, cash flow and break-even analysis, great reports including comparing actuals to variances. We get great insights and some light-bulb moments.
ON DEMAND WEBINAR
Scaling CAS for Agriculture: How to Get Started
- Guiding principles for establishing and delivering high-value CAS services at scale.
- Defining your Ideal Customer Profile (ICP) and segmenting your customer base to identify existing clients ripe for advisory.
- Live Demo: How Figured and QuickBooks Online allow you to deliver productized advisory services at scale.
- How to market and communicate the benefits of CAS services to new and existing customers.
ON DEMAND WEBINAR
Scaling CAS for Agriculture: How to Get Started
Learn practical steps to deliver high-value client advisory services (CAS) at scale to your agriculture clients, including customer segmentation, service design, and go-to-market strategies.