Figured

Great farming businesses require great farming teams. Baker Tilly Staples Rodway helped the Wilsons pair expert guidance with Figured’s powerful farm financial planning tools — giving them the confidence to make bold decisions that helped them thrive after a drought and cyclone. Read their story here

Most farm clients want strategic advice on cash flow and crop planning. But generic accounting tools? They're built for data entry, not insights. Nadine Julson, LLC in North Dakota felt this firsthand. They were buried in spreadsheets while their clients needed real guidance. So they connected Figured to QuickBooks and automated their farm reporting. Simple change, big impact. "Once set up, the farm can run itself and I can simply check the progress of my reports." But here's what surprised them—they started spotting service opportunities they'd never considered before. New revenue, completely unanticipated. They gave Figured an A+. Read the full story here: https://lnkd.in/giBCz5yd

Erin Heath, a Nebraska CPA, cracked the problem most ag accountants are stuck on: how do you make advisory repeatable for all clients, at scale? The answer wasn't working harder or hiring more staff. She connected Figured to QuickBooks and built standardized workflows that automate what used to consume billable hours. Now she delivers the ag-specific insights farmers & ranchers have never had access to: gross margin per head, cash flow visibility, forward-looking budgets that guide operational decisions. "This is about building something sustainable. Not just for my practice, but for the clients who need these insights most." See how she's using a standardized, repeatable process to make advisory actually work for her ag clients.

Most ag CPAs have convinced themselves advisory only works for their biggest clients. Either smaller operations don't need it, or the manual work makes it impossible. Erin Heath rejected both assumptions. She implemented purpose-built farm software connected to QuickBooks and built workflows that make advisory repeatable. Now she's serving ranches with year-round financial visibility they've never had before. The firms winning with ag advisory aren't working harder—they're working differently.

Most accounting firms serving ag clients wait until tax season to have meaningful conversations. The rest of the year? Farmers & Ranchers are making critical decisions about herd management, breeding programs, and major investments—without the financial insights they need. Erin Heath saw an opportunity others missed. She built repeatable workflows that deliver what ranchers have never had access to: gross margin per head, real-time cash flow visibility, and forward-looking financial planning. Now she's proving advisory can work for operations of all sizes—not just the biggest clients. See how she's making advisory for agribusiness clients sustainable and scalable.

Manual farm reporting continues to consume billable hours for most ag accounting firms. North Dakota-based Nadine Julson, LLC took a different path—connecting Figured to QuickBooks to automate farm-specific reports, saving hours of work and freeing their staff up to focus on higher-value work. The firm also discovered the same capabilities worked for their non-ag clients, increasing efficiency across their entire practice. See why they rated Figured A+.