I help farmers cultivate lasting financial success through smart, year-round financial management. Bookkeeping services do more than just record transactions—they provide the insights needed to guide long-term tax optimization strategies tailored to your operation. By meeting regularly with up-do-date financial information, we identify opportunities for tax savings and cash flow improvement throughout the year, not after.

With the information and understanding I apply this knowledge to deliver proactive income tax optimization scenarios, precise income tax return preparation, and accurate 1099 reporting, ensuring compliance and beneficial tax positions. With me, you gain a trusted partner who helps your farm grow stronger — season after season, year after year.

Services provided:

• Cloud-based accounting software subscription

• Regular on-farm meetings

• Monthly reconciliation of bank and credit accounts

• Income tax planning

• Income tax return preparation and filing

• 1099 return preparation, delivery, and filing

I help farmers see the full picture of their business—not just what’s in the bank today.

With foundational bookkeeping created through precision income tax planning and preparation, I can create a reliable accrual-adjusted financial reporting, giving you a truer view of profitability beyond cash receipts and expenses. I calculate your accrual-basis cost of production so you can measure what it really costs to grow crops and/or raise animals, helping your operation make informed marketing and purchasing decisions. I can also prepare cashflow budgets to help you understand and prepare for your upcoming cash requirements.

With clear, actionable financial insights, I turn your numbers into tools for better management, stronger lender relationships, and more confident decisions year after year.

Services provided:

• Cloud-based accounting software subscription

• Regular on-farm meetings

• Monthly reconciliation of bank and credit accounts

• Income tax planning

• Income tax return preparation and filing

• 1099 return preparation, delivery, and filing

• Accrual adjusted financial reports

• Annual key performance indicator analysis

• Subsequent year cashflow budget.

I help farmers make confident decisions today while planning for the next generation. Benchmark trending analysis shows how your operation’s performance changes over time, helping you identify strengths and areas for improvement. I also guide families through multi-generation transition planning, structuring ownership and management changes to preserve both wealth and relationships. With multi-year cash flow budgeting, I help you forecast capital needs, plan for equipment investments, and manage seasonal risk with foresight.

My goal is simple: to help your farm stay strong, sustainable, and ready for the future.

Services provided:

• Cloud-based accounting software subscription

• Regular on-farm meetings

• Monthly reconciliation of bank and credit accounts

• Income tax planning

• Income tax return preparation and filing

• 1099 return preparation, delivery, and filing

• Accrual adjusted financial reports

• Key performance indicator trend analysis

• Five-year cashflow budget

• Transition planning