Free to Members! How to Design Scalable Advisory Services for Agriculture
Overview
As an accountant, you know the importance of providing value-added services beyond tax & compliance to your clients but creating a productized and scalable advisory service offering can be challenging. In this live webcast, see how simple it can be to create a standardized and easy-to-deliver advisory service offering for your agriculture clients. You’ll learn:
- How to segment your agriculture client base to easily deliver the advisory services most appropriate to them.
- How to design advisory service packages that provide regular value for you and your farm clients, rather than ad-hoc/one-off engagements.
- How to deliver advisory service outputs at scale e.g. ag-specific financial reports, budgeting, scenario planning, cashflow forecasting etc.
- The specific outputs/deliverables to provide and the actual client conversations they enable you to have with your farmers.
- How to build high-value advisory services that can be delivered by your whole team, not just your most senior members.
Instructor: Mitchell Parks, Account Executive, Figured
Notice
All materials will be available to download in advance and participants will receive an email two days prior to the course date. Materials will also be posted in the “My CPE” section of the NESCPA website.
Leader(s):
Leader Bios
Mitchell Parks, Figured
Farm-raised and Accountant-trained, Mitchell is Figured's account executive based in Denver. Having been raised on a farm in the south of New Zealand, and worked as a trained accountant, Mitchell understands the unique challenges and opportunities facing both farmers and accountants. At Figured, he works closely with accounting firms across the US to help drive efficiency and increase the value of their agriculture accounting & advisory services.
Non-Member Price $59.00
Member Price $0.00