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Featured Article

Why Cloud Accounting Makes Perfect Sense for Ag Businesses
It's no big mystery why cloud accounting has become a popular and effective way to manage agricultural businesses. Cloud accounting offers a savvy, robust way to track complicated expenses such as water and labor - and especially when you're working across multiple partnerships, thorough records are critical.  "Oftentimes, our Ag Team works closely with our internal Grimbleby Coleman cloud accounting specialists to provide expertise to ag clients ready to make the jump to QuickBooks or Intacct," says Ag Team Lead and Principal Jeff Bowman. "This hybrid client-service approach has proven valuable for many of our ag clients recently, allowing them to evaluate income from the actual crop year, not just residual revenue from the fiscal year."  Why Should You Try Cloud Accounting on the Ranch? Cloud accounting allows you to scale based on your needs. For example, we recommend tracking by field to truly monitor actual costs. That information is invaluable, especially if you're trying to decide whether to reinvest in your orchard or evaluate new opportunities.  "With water being so scarce, our clients really need to know how they will be able to afford and nurture a young field or orchard," Bowman says.          Many family - and even corporate - ranches have operations within various partnership entities. That makes tracking paramount, especially when each entity is providing complementary services such as paying for labor, water rights, equipment rentals, or providing cash flow to another entity. Cloud services will allow you to capture and articulate your full financial portfolio.  In the past, growers have been able to evaluate production expenses by comparing fields side-by-side; however, actual field costs were harder to track. Now growers can account for costs, labor, and various expenses such as poling, pruning, and harvesting to provide comparisons between fields, seasons, or even varieties.   Recommended Cloud Accounting Tools The two most highly recommended and regularly used tools are QuickBooks Online and Intacct. works nicely as a way to pay vendors, as well. Our team is certified in all of these tools.  When using QuickBooks Online or Intacct, the first step is to determine what you would like to track regularly. Most customers opt to see cash by account, accounts payable, debt with available lines of credit, cash on hand for each entity, and cash requirements over the next week and month. Easy-to-read graphics and charts make it easy to understand your full picture - as long as you're working with good information.  "If you put garbage in, you'll get garbage out," says Implementation Specialist Tami Davis. "With cloud services, you have to be conscientious of your inputs to gain the information you need."  QuickBooks Online         QuickBooks Online provides plenty of power for small entities. It uses "classes" to track items such as acres and types of crops, and it's easy to customize the user-friendly interface for your needs. Our cloud accounting team can access your QuickBooks Online account remotely to assess records, which is an especially helpful perk if you need assistance or coverage for your regular bookkeeper.  Click here to learn more about our QuickBooks seminars, led by Linda Bossard.  Intacct We prefer Intacct for multi-entity businesses, especially those with several partners.  Intacct's customizable dashboard allows us to track expenses by lot, which means you can access a quick P&L report for each entity.         Intacct's security settings can be easily adjusted so parent companies can view the big picture while monitoring the books within each business. As with QuickBooks Online, our team can easily access the service and provide oversight and recommendations from afar. Intacct also offers storage for PDFs, Microsoft Word documents, bank statements, and other relevant attachments. Their easy tracking system allows you to include other non-financial information such as seed, chemical, and field service logs.  "It can be easy to get a little carried away with all of Intacct's features," Davis says, "but a simplified chart of accounts can actually provide better reporting."  How Can Your Business Work with Our Cloud Accounting Services Team? The Accounting Services and Cloud Accounting Services Teams can seamlessly integrate into your business on a temporary or permanent basis. We can serve as bookkeeper, controller, accountant, or even chief financial officer. We're excellent trainers for internal teams, as well.  "We're here to fill the gaps as needed," Lisa Mazza, Principal, CPA and Cloud Accounting Team Lead says. "Oftentimes our services are used to take accounting beyond the expertise of the client's bookkeeper.   This results in more meaningful accounting data for analysis, decision making and tax planning.    Is it time to tune up your books during this harvest season? If so, please reach out to your accountant, Jeff Bowman, or Lisa Mazza for a demonstration or to learn more.  

Featured Events

Duarte Friends Day

Friends Day, the first Friday of every May, runs from 9 a.m. – 2 p.m. Friends Day includes nursery tours, a trade show, wine tasting, presentations, and a complimentary catered lunch.

This event has grown year after year; the 2015 event hosted more than 2,500 guests. Holding true to the theme from last year’s event, “One Team One Family,” Duarte Nursery is providing quality products, produced by some of the best people in the tree and vine industry.

Friends Day attendees are invited to participate in tours of either grapevine or tree production. The grapevine tour exhibits the evolution of a vine from grafting to a healthy, ready to plant product. The tree tour will take you to Duarte Nursery’s state of the art Dry Creek Laboratory, and showcases propagation of the clonal tree rootstocks from shoot tip cultures.

Along with nursery tours, Friends Day also hosts an industry trade show. Agricultural firms from throughout the state display their products, tailored specifically to Duarte Nursery customers. While exploring the trade show, you can meet and converse with Duarte Nursery Field Representatives and enjoy a glass of wine at the tasting area.

Featured Staff

In her role as Manager, Donae provides "quality service to clients, help with training of staff to enable them to grow" and assists the shareholders in the growth of the firm. She enjoys the personal relationships that develop and watching a business grow and sharing the experience with the clients.

Donae has found time to be a member of the Modesto 500 Lions Club for 19 years. In fact, she was one of the first five females to become a member of the club and in 1997 she became the first female president!

When asked what famous people she admires and why, she responded "Jim Poore, my dad, for the strong values and work ethic he has taught me." She also admires her husband, Scott Caravalho, "for the fortitude he displays at his job every day." And Donae also admires the partners at Grimbleby Coleman, "for having the talent to gather a group of very talented and driven people. 'Famous' is all in the eye of the beholder."

On a typical Saturday in June, you'll find Donae by the pool or working in the yard. The outdoors theme continues in October, when you'll find her in a pumpkin patch. In January, she enjoys baking in the kitchen.

Donae's favorite number is 7. "No specific reason--because it's odd!"

Donae Poore Caravalho, CPA Manager read more

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