Essentials: Clear Numbers to Help you Make Decisions

Everything in Basics, plus insights to help you understand how your farm is performing month to month.

 

Starting at $150 a month, this is for farmers who want more than clean books. You want to know if you’re actually making money, where things are improving, and what might need attention before the season gets too busy. If you don’t need monthly support, we have weekly, quarterly and annual plans available for your operation.

What We Do For Your Farm

Everything in Basics, plus monthly financial insights and reporting. 
• Custom chart of accounts built around your farm and enterprises
• Monthly categorization and reconciliation
• Monthly performance snapshot
• Key results summary
• Simple cashflow tracking
• Schedule F-ready financials
• Monthly check-in call with our team

What You Do

You review once a month.
 
• Respond to a short transaction review email
• Join a monthly call (if helpful)
• Review reports (about 10 minutes)
 
Over time we build rules so fewer questions come your way.

Why Farmers Choose Us

You get more clarity without adding more work to your plate. We already understand farm income cycles, seasonal expenses, and how this shows up on Schedule F. That means fewer mistakes and less explaining for you.
 
Farmers move into Essentials when:
• They want to understand profitability
• They’re growing and need clearer numbers
• They’re applying for funding or planning ahead
• They want regular check-ins

Who Joins This Tier

Essentials is for farmers who:
• Want to know how the farm is performing
• Want reports they can actually use
• Are growing or changing operations
• Want someone to talk through numbers with
 
Most Essentials farmers:
• $150K–$500K+ revenue
• Multiple products or income streams
• Making decisions about growth
• Preparing for funding or hiring
Computer with the screen facing out with a monthly financial report on the screen

See how your farm is doing at a glance without building reports yourself.

Reports You'll See

Shows how this month compares to last month and where changes are happening.
See what you made and spent for the month and year-to-date.
 Understand what your farm owns, owes, and where you stand financially.
Simple view of what’s coming in, what’s going out, and what’s available.
These reports help you:
• See what’s profitable
• Track spending
• Make decisions mid-season
• Prepare for taxes without scrambling
Image of computer screen facing out with a key results summary on it
Key Results Summary
Quick snapshot of revenue, expenses, and trends so you can see how things are going without digging through spreadsheets.

Working Together

We build a reporting setup that matches how your farm operates. Then we move into a simple monthly rhythm where you receive reports, review them, and we adjust as needed. You’ll always know where things stand and what to expect next.

Onboarding

Step 1: Documents + Meeting

  • We set up your secure folder, send a questionnaire, and schedule a kickoff call.

Step 2: Cleanup + Setup

  • We clean up books, build your custom chart of accounts, and set up reporting tailored to your farm.

Step 3: Monthly Bookkeeping + Reporting

  • We reconcile accounts, prepare reports, and send a monthly review email.

Monthly

We send a short transaction review email. Once confirmed, we send:
  • Key results
  • Monthly overview
  • Profit & loss
  • Balance sheet
  • Key results summary
  • Simple cashflow overview
 
Monthly call available to review reports and answer questions.


Hear From Our Farmers

Common FAQs

Yes. Essentials includes meetings and support so you can actually use your reports to make decisions.

You’re able to schedule a 30-minute meeting with the team once a month to go over the books. You can email the team any time if you’d like to talk things through.
A chart of accounts is the list of categories your farm uses to track income and expenses according to your Schedule F form. A custom chart of accounts means we tailor those categories to match how your farm actually operates–things like crops, livestock, farmers markets, grants, or specific expenses.
This helps your reports make sense, so you can clearly see where money is coming in, where it’s going, and which parts of the farm are profitable.
Yes. We’ll review your numbers together so you understand:
  • Cash flow
  • Profitability
  • What’s safe to spend
We offer profitability by enterprise support through our Premium tier only. Three enterprises are included in the Premium tier.