Grow Your Finances Like You Grow Your Crops
Helping small and medicinal farmers multiply wealth, reduce taxes, and build a lasting legacy through our exclusive Trifecta Financial Strategy. From bookkeeping and cleanup to tax planning and long-term advisory—we guide your financial journey, step by strategic step.
Why Farmers Work with Us
Other firms may know taxes. We know tractors and taxes.
Led by Lori M Lefor, a financial expert raised on a working farm, we speak your language—whether you're growing heirloom tomatoes or navigating hemp compliance. With our help, you get more than just clean books: you gain clear vision, lasting security, and a strategy to grow with confidence.
Mission Statement
To empower small farmers to cultivate enduring prosperity and safeguard their agricultural legacy through a profitable Trifecta Strategy.
We aim to:
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Optimize operations through smart structuring
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Reduce tax burdens while increasing profits
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Build resilient financial futures for farms and families
Vision Statement
A future where farmers thrive—not just in the soil, but in financial security.
We envision communities where every small farm is financially strong, well-structured, and positioned for long-term legacy and intergenerational success.
Our Services
No fluff. No complicated jargon. Just financial services built to support YOU — the boots-on-the-ground business owner.
Trifecta Financial Advisory
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Entity structuring
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Profit optimization
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Retirement & wealth planning
Tax Preparation & Strategy
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Personal & business tax filing
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Deductions and compliance optimization
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Annual and quarterly planning
Financial
Advisory
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Succession planning
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Transition strategy for family-owned farms
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Regenerative and medicinal ag finance guidance
Bookkeeping & Cleanup
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QuickBooks setup (ProAdvisor Certified)
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Ongoing bookkeeping
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Backlog & record cleanup projects
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1:1 financial literacy training
🌟 What Makes Us Unique
A powerful 3-pillar framework designed to help farmers:
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Structure their business right
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Protect assets
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Grow wealth over time
Who We Serve
Our services are built for:
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🌱 Small-scale farmers
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🌿 Medicinal and regenerative agriculture businesses
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🧑👩👦 Family-owned and operated farms
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🌾 Startups needing entity setup, structure, and guidance
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🧮 Anyone ready to move from financial confusion to clarity
Let’s Grow Together
Your farm has deep roots—let's make sure your finances do, too.
Start your journey toward a stress-free financial future with trusted guidance by your side.