from a presentation at the Southern Sustainable Agriculture Working Group (SSAWG) Conference, January, 2012, in Little Rock, Arkansas

1. Jimmy Buffett
meets
Warren Buffett

2. COLLECT
ORGANIZE
BUDGET
MONITOR

3. ORGANIZE
for
FEEDBACK

4. STRUCTURES
to help you
COLLECT IT
So that you’ll
USE IT

5. plan
monitor
control
replan
with thanks to Allan Savory!

6. plan
monitor
replan
control
with thanks to Allan Savory!

7. Parameters

9. Responsive

10. Enough organization at the front ,
but not too much, to get the
appropriate results at the back end

11. Easy enough to work...

12. To facilitate timely application of
the materials (manure spreader ?)

13. And maybe a little
fun?

14. www. lyingrutabagaworks.com
f
Organizational
structure
www.rsfarm.com

15. summarize
organize
analyze
do it for YOU

16. Account
Class
Item
Customer

17. Accounts

19. chart
of
ACCOUNTS

20. organization

22. you
for
not for the
tax man

23. sub
accounts
for
detail

27. • In rastructure and Land
f
• Labor
• Machinery and Equipmen t
• Operations (Production)
• Overhead
• Sales and Marketing

32. Class

33. Over-
head CSA FM Misc Total
Ordinary Incom e/Expense
Incom e
FARMING 0 5,370 23,973 512 29,855
INCOME - NON-SALES 0 0 302 0 302
Total Incom e 11,198 5,370 24,275 15,349 44,995
Expense
INFRASTRUCTURE 1,363 0 0 0 0
LABOR 2,685 2,307 2,858 0 5,165
MACHINERY & EQUIPMENT 563 0 0 0 0
OPERATIONS 1,945 339 1,413 0 1,752
OVERHEAD 1,604 0 0 0 0
SALES & PROMOTION 887 2,188 775 0 2,963
Total Expense 8,483 7,368 7,327 8,631 23,326
Net Ordinary Incom e 1,875 -1,998 16,949 6,634 21,585

34. Income Tracking - Class
• Wholesale
–Grown by
–Packed by
• Farmers Market
• CSA (subscription )
• Misc (assets, farm supplies
)

35. Expenses Tracking –
Class
• Seed
• Shop • Wholesale
• Harvest and –Grown by
Pack –Packed by
• Transplant • Farmers
Production Market
• Agronomy • CSA Misc
• Overhead

36. areas of the operation
physical locations
di ferent types of production and
f
products
di ferent types of markets
f
...or a mashup!

37. Items

40. • Herbs
– Bulk herbs
– Bunched herbs
Wholesale
– Clamshelled Herbs
• Vegetables
Item List
– By crop...
– Beets
• Green Top Red Beets
• Bulk Red Beets
• Bulk Gold Beets
• Bulk Chioggia Beets
– Carrots
• Bulk Carrots
• Bagged Carrots

41. Customers

42. What’ a customer Tracking
s ?
farmers market and CSA sales

43. Customer: Wedge Food Co-op

45. Customer: Wedge Food Co-op
Item: Veg>Rutabaga

47. Customer: Wedge Food Co-op
Item: Veg>Rutabaga
Account: Farming>Wholesale>Veg

49. Customer: Wedge Food Co-op
Item: Veg>Rutabaga
Account: Farming>Wholesale>Veg
Class: Wholesale>Grown by

52. www. lyingrutabagaworks.com
f
Collection
Structure
www.rsfarm.com

53. collect
process
DO

54. Collect

56. Process

57. All the time, everytime you do
something financial. What is this
picture A bunch of receipts
? ?

58. appropriate
coding

59. My service cross. Needs a picture.
THIS SHOULD BE A PICTURE OF
AN ACTUAL SC

62. EVERY
DAY

63. DO IT

64. have to do the work above
You may as well do the rest.

65. www. lyingrutabagaworks.com
f
Data Entry
and Storage
www.rsfarm.com

66. EVERY
WEEK

73. Setting QuickBooks to autofill –
at least make people aware that it
can be done

74. cGas

75. s10Shallot

76. jf Jacobs Farm

77. 7 West Seventh

78. Automate repetitive tasks

79. Printable Checks

80. File by Month

81. www. lyingrutabagaworks.com
f
Budgeting
www.rsfarm.com

82. Set up the spreadsheet to match
the chart of accounts for easy cut
and paste

84. How do you eat
an elephant?

85. Build on worksheets

86. Build on worksheets

87. Create an extra “template
”
worksheet

88. Li e Planning
f

89. Planning Sheet – Pigs

90. Debt Horizons

91. •Plan the Income
•Plan the Profit
•THEN Plan
Expenses

92. www. lyingrutabagaworks.com
f
Monitoring
www.rsfarm.com

93. plan
monitor
replan
control
with thanks to Allan Savory!

95. Control
Sheet

97. www. lyingrutabagaworks.com
f
Thank You!
www.rsfarm.com