• At Canopy Ag, financial management begins long before the first tree is planted. Our in-house financial team works alongside our operations managers to build detailed, data-driven budgets that guide every stage of the farming lifecycle — from development through full production.

    We combine field-level operational knowledge with institutional-grade accounting practices to ensure accuracy, transparency, and disciplined financial execution.

  • Our budgeting process is built specifically for permanent crop agriculture, where long timelines and capital intensity demand precision planning.

    We develop detailed annual and multi-year budgets that include:

        •    Orchard and vineyard development costs

        •    Redevelopment and replant programs

        •    Labor and harvest forecasting

        •    Water, irrigation, and infrastructure expenses

        •    Nutrient and crop protection programs

        •    Equipment allocation and depreciation

        •    Yield projections and revenue modeling

    Each budget is customized at the ranch and block level, allowing owners and investors to clearly understand capital requirements and expected returns.

  • Permanent crops require a long-term financial lens. Our team builds forward-looking pro formas that model performance from planting through maturity.

    This includes:

        •    Establishment cost schedules

        •    Years-to-production cash flow planning

        •    Break-even analysis

        •    Commodity price sensitivity scenarios

        •    ROI and IRR projections

    These forecasts allow our partners to make informed decisions around acquisitions, development pacing, and financing structures.

  • Canopy Ag maintains an internal accounting department supported by experienced agricultural accountants and in-house CPA oversight.

    This structure provides:

        •    Real-time financial tracking

        •    Accrual-based accounting

        •    Ranch-level income statements

        •    Cost-per-acre and cost-per-pound analytics

        •    Capital expenditure tracking

        •    Depreciation schedules

        •    Audit-ready financials

    Having CPA expertise integrated within our platform ensures financial reporting is accurate, compliant, and aligned with ownership and lender requirements.

  • Our accounting team works directly with our field managers to connect operational activity with financial performance.

    This integrated approach provides:

        •    Budget vs. actual variance reporting

        •    Block-level cost monitoring

        •    Yield-to-cost ratio analysis

        •    Harvest and revenue reconciliation

        •    Input efficiency tracking

    The result is actionable financial insight — not just historical bookkeeping.

  • Owner & Investor Transparency

    We provide structured financial reporting tailored to each ownership group, including:

        •    Monthly and quarterly financial packages

        •    Annual budget presentations

        •    Cash flow reporting

        •    Capital project tracking

        •    Partnership distribution reporting

    Our goal is to deliver institutional-quality reporting with the accessibility of a hands-on operating partner.

Finacial expertise