A toolbox for
your business.
Whether you’re sorting out your books, dreaming up a new value-added product, or figuring out how to reach more customers, these tools are here to get you moving.
Good Roots Basic Chart of Accounts
Simplify your bookkeeping with a clear breakdown of the seven categories every farm and food business needs to track. This chart of accounts template helps you organize sales, cost of goods, payroll, and expenses so your financial reports actually make sense.
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Sample Profit & Loss
Get a clear snapshot of your business’s financial health month by month. This sample profit and loss statement shows revenue, cost of goods sold, operating expenses, and net profit across the year, helping you understand trends and spot seasonal patterns. Use it as a template to build your own P&L and guide smarter decisions about pricing, spending, and growth.
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Sample Profit & Loss with Classes
Dig deeper into your numbers with a P&L broken out by class, such as product lines, locations, or departments. This version helps you see which areas of your business drive revenue and where costs are highest, so you can target improvements and allocate resources strategically. Use it to compare performance across segments and fine-tune your growth strategy.
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One-Page Business Strategy Template
A simple but powerful framework for building a comprehensive business strategy on a single page. Define your values, sharpen your market niche, run a SWOT analysis, and set financial targets so you can see the big picture at a glance. Includes a sample based on a two-person, 18-acre farm.
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Crop Cost & Profit Calculator
See the true costs behind every crop. This worksheet helps you calculate input costs, labor, and margins so you can make confident decisions about which crops drive profit. Use it to compare scenarios, test assumptions, and plan your fields with profitability in mind.
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Quarterly Industry Report
Stay informed on the latest trends in direct-to-consumer food businesses, grass-based dairy, and meat processing.
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Vision & Planning Worksheet
Get clear on your future before you plan your next move. This structured workbook helps you define your business vision, market positioning, customer segments, and financial goals. Use it to create a clear roadmap for growth, whether you’re just starting out or refining your direction.
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12-Month Marketing Calendar
Keep your marketing organized and timely with this essential tool. Use it to map product launches, sales, holidays, and promotions across social, email, and ads. Stay consistent, aligned, and never have to guess at what to post or send.
Download includes a blank 12-month calendar with tabs for email marketing, social media planning, and cross-channel collaboration.
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Weekly Marketing Metrics Tracker
Use this simple template to easily monitor key marketing and sales metrics in one place. Track digital ads, email opens, social reach, and website conversions alongside your sales so you know which marketing efforts drive revenue.
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