Premium: Insights for Growing, Expanding, or Planning Ahead

Everything in Essentials, plus advanced reporting and projections to help you make business decisions with the numbers to back it up.
 
Starting at $300 a month, this is for farms that want to understand profitability by enterprise, plan for upcoming expenses, and build toward long-term goals. If you don’t need monthly support, we have weekly and quarterly plans available for your operation.

What We Do For Your Farm

Everything in Essentials, plus advanced financial reporting and planning support.
• Bookkeeping and reconciliation
• Custom chart of accounts
• Monthly reporting
• Enterprise-level tracking
• Cashflow projections
• Customized reporting
• Scenario planning
• Priority support
• Strategy calls as needed

What You Do

You review once a month and connect with us regularly.
 
• Respond to transaction review email
• Meet with us as needed
• Ask questions anytime
• Review reports
 
Other Requirements:
  • Set up your sales platforms to pass detailed data to your books
  • Share documentation we need to create custom reports

Why Farmers Choose Us

Premium farmers want clarity before making big decisions. They want to know what’s profitable, what’s sustainable, and what’s possible next. We build reporting that matches how their farm actually runs and help them plan forward.
 
Farmers move into Premium when:
• They’re scaling
• They have multiple enterprises
• They’re hiring or investing
• They want projections
• They’re applying for funding

Who Joins This Tier

Premium is for farmers who:

• Run multiple enterprises

• Want deeper insight

• Are planning growth

• Need projections and strategy

Most Premium farmers:

• Multiple revenue streams

• Expanding operations

• Preparing for loans or grants

• Managing larger expenses

 

See which crops, products, or services are actually profitable.

Reports You'll See

See which crops, products, or services are actually profitable.
Top numbers at a glance with trends and changes month to month.
Clear view of assets, debts, and equity.
See upcoming expenses and income so you can plan ahead.
Test decisions before making them (hiring, equipment, expansion). 
Useful for grants, lenders, and planning investments.
• Understand profitability by enterprise
• Plan for big expenses
• Make hiring decisions
• Apply for funding
• Grow with clearer numbers
We build custom reports based on your farm’s needs along with standard reports to give you insights on your operations.

Working Together

We set up advanced reporting, projections, and tracking that reflect how your farm operates. Then we maintain a weekly or monthly rhythm with deeper review and planning conversations when needed.

Onboarding

Step 1: Documents + Meeting

  • Secure folder, questionnaire, kickoff call.

Step 2: Cleanup + Setup

  • Build custom chart of accounts and enterprise tracking. Set up reporting and projections.

Step 3: Monthly Bookkeeping + Planning

  • Reconcile accounts, send reports, review projections, adjust as needed.

Monthly

We send a transaction review email. Once confirmed, we send:
  • Profit & loss
  • Balance sheet
  • Key results summary
  • Enterprise report
  • Cashflow projection
  • Priority access for questions and planning calls.


Premium Farmer Spotlight

Common FAQs

No, we’re here to do all the hard work of pulling your numbers together, and we’re happy to talk to them through with you, but we’re not set up to be a true CFO or strategic thought partner for your farm. We know lots of great agriculture fractional CFO’s, if you need a referral. 

As a Premium farmer, you get priority time to speak with the team. We typically meet every other week for 30 minutes, or we have an hour-long meeting once a month.
Yes. Premium is for farms that want full financial clarity and planning support.
We can model:
  • Upcoming expenses
  • Loan repayment plans
  • Expansion scenarios
  • Seasonal cash flow

Yes. Premium includes deeper profitability tracking by enterprise with 3 enterprises included. If you need us to track more enterprises, we can do that too. It’s $25 a month for each additional enterprise.

Our reports help farmers look forward, not just backward. We can run through scenarios and planning so you know what is required from you before you invest your time and money.