The right service for
where you are now.
Not every farming operation needs the same thing — and not every farming operation is starting from the same place.
Some of you have a Xero file that hasn't been touched properly in years. Some have decent books but no visibility into what's actually making money. Some are ready to use Figured but don't know where to start. Some just need someone to take the whole thing off your hands, properly, for good.
AgBooks has a service for each of those situations. And they're designed to work together — so as your operation grows and your financial needs become more sophisticated, we grow with you.
Here's what we offer.
1
Ag Accounts Health Check
Before you can move forward, you need to know where you actually stand.
Most farm Xero files we review have problems the owner doesn't know about. Accounts coded incorrectly. Fuel tax credits missed or miscalculated. Chart of accounts set up for a generic business, not an agricultural one. Reconciliations months behind. Data that looks fine on the surface but won't hold up when your accountant or bank manager asks the hard questions.
The Ag Accounts Health Check is a thorough, independent review of your current Xero file — carried out by an ag-specialist bookkeeper who knows what a properly set-up farm file actually looks like.
Think of this as a holistic accounts process diagnostic.
We don't just look at the numbers; we look at the flow of information across your entire business.
We identify the gaps in your system today so you can have a best-practice setup tomorrow.
WHAT WE CHECK
✓ Flow of information and data processing systems
✓ Review general + financial settings as well as set up
✓ Check bank feeds, reconciliations + balances
✓ Review Charts of Accounts
✓ Management Report review including Balance Sheet items such as wages payable, super payable, PAYG withholding balances, integrated client account
✓ GST review of the account transactions for the current financial year
✓ Review of payroll setup
WHAT YOU GET
We work through our 100-point diagnostic to show you what good farm financial management actually looks like in practice. You'll receive a Xero Health Check Review Report detailing our findings, followed by a discussion to walk you through our recommendations.
We'll provide a clear roadmap on how to embed the right systems up front, automating your data flow so you can spend less time at the desk and more time in the paddock.
Investment: $299 + GST
7-DAY TURNAROUND
This is the natural starting point if you're not sure what state your books are in, or if you've recently taken over the bookkeeping and want an expert second opinion before committing to anything ongoing.
2
AgBooks Bookkeeping Packages
Stop doing the books. Start running the farm.
This is our core ongoing service — systemised, year-round bookkeeping built specifically for $1M+ cropping and livestock producers. Not a once-a-year BAS scramble. Not a local bookkeeper doing their best with a Xero file they don't fully understand. A properly structured, ag-specialist service that keeps your accounts current, your compliance sorted, and your management reports in your inbox within 10 days of month-end. Every month.
STEP 1 — SELECT YOUR ESSENTIALS PACKAGE
Start with the compliance foundation your operation needs. Choose the BAS reporting frequency that suits your business:
● Quarterly BAS
● Quarterly BAS & Monthly IAS
● Monthly BAS
Every Essentials Package includes:
Weekly Reconciliations
Data entry and bank accounts (including RCTIs) kept current. No more three-month backlogs.
The 10-Day Promise
Detailed management reports delivered within 10 days of month-end. Useful for making decisions, not just filing away.
Expert Compliance
BAS lodgements and Fuel Tax Credits calculations handled correctly, on time, every time.
Annual Compliance
STP finalisation and WorkCover declarations taken care of.
Accountant-Ready Files
EOFY workpapers prepared and direct liaison with your tax agent. Cleaner files mean lower accounting bills.
Monthly Support
One hour of email and phone support included each month. Someone who actually knows your file, available when you need them.
STEP 2 — ADD WHAT YOU NEED
Enhance your base package with additional services tailored to your operation:
Payroll Services
- Flexible payroll schedules (weekly, fortnightly, or monthly)
- STP and super compliance
- Onboarding and terminations
- Accurate leave tracking
- Detailed cycle reporting
Accounts Payable
- Paperless invoice management
- Prepared batch payments
- Supplier liaison
- Professional remittance advices
- Regular account reviews
- Predictable cashflow
Custom Services
- Complex payroll tax calculations
- Custom reporting
- Niche management reporting
- Adaptive system integration
- Tailored solutions for unique agricultural operations
3
Figured Setup & Implementation
Figured is only as good as the setup behind it. We do it right, from day one.
Figured is the most powerful farm financial management tool available — but most farms that have it aren't using it properly.
● The chart of accounts isn't mapped correctly.
● The production trackers aren't configured for their specific enterprises.
● The reporting isn't set up to answer the questions that actually matter. It looks like it's working until you try to make a decision from it.
AgBooks will manage your complete Figured implementation — from Xero health check through to go-live — so that when you see your first report, you can trust what it's telling you.
Xero Health Check
Before we touch Figured, we review and optimise your Xero Chart of Accounts to ensure it's structured correctly for ag-specific Figured reporting.
Full Figured Configuration
- Subscription setup and entity configuration
- Properties, areas, and hectares
- Livestock and cropping trackers
- Access for team and family members
- Current budget upload
- Year-to-date reconciliation of all Figured accounts
- Customised report template build
Hands-On Training
Two tailored Zoom training sessions (2 × 90 minutes) — a Figured 101 foundation session and a follow-up advanced session designed specifically for your team and your operation.
60-Day Support Window
Dedicated phone and email support for 60 days from project kickoff, so your team has confidence as they get up to speed.
WHAT’S INCLUDED
THE PATH TO GO-LIVE:
Weeks
1–2
Scoping & Setup
We gather your data, establish your Figured subscription, and map your Xero Chart of Accounts to your Figured production trackers.
Weeks
3–4
First Draft & Consultation
We present your first draft custom reports, stress-test the numbers, and ensure the setup aligns with your expectations.
Weeks
5–6
Go-Live & Insights
We finalise your budget versus actuals, walk your team through the reports, and establish a consistent rhythm for monthly or quarterly reviews.
Investment: $1,950 + gst
4
Figured Management Package
Your numbers, every month. Not just at tax time.
Once Figured is set up properly, the real value comes from using it consistently — month after month, season after season. The Figured Management Package gives you a structured, year-round service that turns your Xero and Figured data into clear reporting, reliable forecasts, and the confidence to make better decisions all year round.
Know if your wheat is subsidising your cattle, or vice versa. Go into bank conversations knowing exactly where you stand. Plan for the next season with actual data, not last year's guesses.
WHAT’S INCLUDED
Monthly Figured Reconciliation
Each month, we review and reconcile your synced Xero data within Figured to ensure livestock and crop production figures are correctly configured and allocated. The result is reporting you can trust — and numbers you can actually make decisions from.
Monthly Report Pack
A comprehensive report pack tailored to your operation, delivered each month:
- Profit & Loss year to date
- Production Gross Margins, enterprise reporting and key KPIs
- Balance Sheet
- Cashflow Forecast
- Performance against Budget year to date
Quarterly Cashflow Forecasting & Budget Updates
Every quarter, we update your cashflow forecast and review your budget against actual performance. Whether you're heading into a new season or talking to your bank, you'll know exactly where you stand — not just where you were.
Direct Access to Your AgBooks Adviser
One hour of dedicated adviser time included each month — to talk through your reports, answer questions, or work through anything arising in your Figured or Xero accounts. Your time, used however it's most valuable to you.
Note: The Figured Management Package requires an existing Figured setup. If you're not yet on Figured, start with our Figured Setup & Implementation package above.
Investment: From $250/month (ex GST)
Pricing is tailored to the complexity and scale of your operation.
Not sure where to start?
Most of our clients begin with a Discovery Call — 30 minutes where we look at your current situation, understand what you actually need, and give you an honest recommendation. No pressure. No hard sell.
If your books are behind and you're not sure what state they're in, the Ag Accounts Health Check is usually the right first step.
Whatever stage you're at, there's a clear next step. Let's find yours.
