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Select a client to begin, or create a new one.

📦 My Resources

Direct download access to all your products — no payment gates, no email capture. Owner's workspace only.

★ FieldCFO

FieldCFO — Management Accounting Tool

Go beyond tax-basis numbers. Convert Schedule F data into accrual-basis management accounting with inventory adjustments, enterprise profitability, DSCR analysis, KPI dashboards, and a prioritized action plan.

Free — Web Tool
→ Open FieldCFO
Free Lead Magnet

Schedule F Excel Template

Offline-capable workbook with all Schedule F income & expense categories, profitability ratios, and industry benchmarks for 10 farm types. IRS-aligned layout.

Free — Lead Capture Product
⬇ Download .xlsx
$27 Product

Profitability Workbook

Multi-year profit tracking with custom expense categories, margin trends over time, 5-year dashboard, trend analysis, lender summary, and USDA benchmarks.

$27 — Tier 1 Product
⬇ Download .xlsx
$47 Product

Cash Flow Forecaster

12-month rolling cash flow projections with seasonal patterns and what-if scenarios for equipment and livestock sales. Dashboard, projections, and scenario sheets.

$47 — Tier 2 Product
⬇ Download .xlsx
$97 Product

Ag Financial Intelligence Bundle

Benchmarking templates, peer comparisons across farm types, debt capacity analysis, and lender-ready financial summaries. Full ag intelligence in one Excel bundle.

$97 — Tier 3 Product
⬇ Download .xlsx
Admin Export

Advisory Dashboard — Client Export

Export a full 4-sheet Excel workbook for the currently loaded client: Balance Sheet, Income Statement, Tax Return, and Summary. Select a client from the sidebar first.

Requires a client to be loaded

🔗 Site Pages & Tools

All client-facing pages hidden from the main nav — share these links directly or access for reference.

Schedule F Decoder Free web tool — enter Schedule F numbers, get a plain-English breakdown of where money actually goes Cash Flow Forecaster 12-month rolling cash flow projections with seasonal patterns and what-if scenarios Ag Financial Intelligence Benchmarking templates, peer comparisons, debt capacity analysis, and lender-ready summaries Profitability Workbook Multi-year profit tracking, margin trends, 5-year dashboard, lender summary, USDA benchmarks FieldCFO Tool Management accounting tool — convert Schedule F into accrual-basis analysis with enterprise profitability Services Advisory and CFO-level services overview — what I offer and how to engage Resources All downloadable resources, templates, and tools in one place Tools & Products Full product catalog — all tools and downloadable products available for purchase or download Schedule F Template Free Excel template — all 32 IRS fields, auto-calculating formulas, benchmarks for 10 farm types
Client Name
Tax Year: —  |  Last saved: Never
Notes
Current Assets
Total Current Assets $0.00
Non-Current Assets
Value ($)
Accum. Depr. ($)
Net Book Value
Land
Buildings
Equipment & Machinery
Vehicles & Trucks
Total Non-Current Assets (Net) $0.00
Breeding Livestock
Total Breeding Livestock $0.00
TOTAL ASSETS $0.00
Current Liabilities
Total Current Liabilities $0.00
Long-Term Debt / Loans
Loan Type Balance ($) Rate (%) Annual Pmt ($)
Total Long-Term Debt $0.00
TOTAL LIABILITIES $0.00
Owner Equity
Total Assets − Total Liabilities
$0.00
Key Financial Ratios
Debt-to-Asset
—
Equity-to-Asset
—
Current Ratio
—
Working Capital
—
Revenue
Gross Revenue $0.00
Cost of Goods Sold
Total COGS $0.00
Gross Profit $0.00
Operating Expenses
Total Operating Expenses $0.00
Non-Cash Add-Backs
Total Non-Cash Expenses $0.00
Interest Expense
NET INCOME $0.00
EBITDA
Net Income + Interest + Depr + Amort
$0.00
Profitability Ratios
Net Profit Margin
—
Gross Profit Margin
—
Opex Ratio
—
EBITDA Margin
—
Schedule F — Income
Total Schedule F Income $0.00
Schedule F — Expenses
Total Schedule F Expenses $0.00
Net Farm Profit / (Loss) $0.00
Form 8949 — Capital Gains & Losses
Description Date Acquired Date Sold Proceeds ($) Cost Basis ($) Gain / (Loss)
Total Net Gain / (Loss) — Form 8949 $0.00
Form 4797 — Sale of Business Property
Description Date Acquired Date Sold Section Proceeds ($) Cost Basis ($) Gain / (Loss)
Total Net Gain / (Loss) — Form 4797 $0.00
Farm / Operation Type
Head Count (livestock)
Acres Farmed
📊

Ready to generate a full financial analysis.

Enter data in the Balance Sheet, Income Statement, and Tax Return tabs first,
then click Run Analysis to see ratios, benchmarks, and recommendations.