about our resources
Business Management Resources
Learning is not linear, and neither is the growth of a business. California FarmLink’s Resource Library is designed for farmers, ranchers and fishers, as well as for bookkeepers, tax preparers, accountants and other business advisors who help agricultural and fishing businesses adopt good business and financial management practices.
What is a Learning Center?
The inter-related, multi-media Learning Centers contain introductory, intermediate, and advanced materials designed to help people understand and implement best practices for their businesses.
What is a Toolshed?
Each Toolshed contains documents designed to support California FarmLink’s core services and client success. They also include materials of value to partner organizations and peers in our field.
Learning Centers
New!
Business Basics
Cash, banking, technology, paying yourself and others, saving, five documents to protect you and yours.
New!
Bookkeeping
Model charts of accounts, how to create an asset list, month-end review, step-by-step instructions for QuickBooks Online®.
New!
Income Taxes
Self employment, mixed business and personal property, capital gains, depreciation, other deductions, special rules for ag, late and amended returns.
New!
Business Planning
Workbooks and lessons to evaluate and strengthen an existing business or create a new business.
New!
Disaster Planning and Recovery
Risk assessment frameworks, insurance, the role of cash and credit in planning & recovery, how to prioritize.
New!
Supplemental Learning Center
Referenced in other Learning Centers; best accessed there, but feel free to explore here too.
Toolsheds
Fishers Toolshed
Essential resources for fishers: Business technical assistance, succession planning, and financing options.
Landholder Toolshed
Resources for landholders on leasing or transitioning land: Sample lease templates, property assessment, and building partnerships with tenants.
Landseeker Toolshed
Support for accessing farmland: Sample lease templates, property assessment, and building strong relationships.
Succession Guidebook
Resources to help you understand the decisions and documents that make up a farm succession plan.
Tax Toolshed
Spanish-language resources for understanding income tax requirements. Includes videos.
What is an Ag CDFI
How we combine the Community Development Financial Institution model with resources specific to agricultural lending.
All Resources
Almost all of our resources are provided in the Toolsheds and Learning Centers to ensure that they are understood in their proper contexts. However, this directory enables you to search for specific topics.
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2025 Impact Report
Admin
Agricultural and Rural Credit for Lenders
Financial Management
Lending
Agricultural Cash Lease Template
Land Access
Best Practices for Working With a Service Provider
Business Skills
Recursos en español
Bicoastal discussion on how CDFIs are serving fishing communities
Financial Support
Lending
Fishing
Bookkeeping Tutorial Videos
Education
Business Skills
Financial Management
Bookkeeping
Building a Great Land Listing
Land Access
Building an Agricultural Lease with FarmLink: A step-by-step guide
Land Access
Agreement Building
Business Plan Workbook
Education
Financial Management
Business Skills
California FarmLink Basic Lease Template
Land Access
Agreement Building
Create a Farm Business Plan
Education
Declaración de impuestos federales personales
Taxes
Financial Management
Recursos en español
Elements of a Good Lease (for Landholders)
Land Access
Agreement Building
Recursos en español
Elements of a Good Lease (for Landseekers)
Land Access
Evaluación del Bienestar del Negocio Agrícola
Recursos en español
Business Skills
Financial Management
Farm Business Management
Education
Business Skills
Recursos en español
Farm Business Valuation
Land Access
Financial Management
Farmland Assessment Field Guide (for Landholders)
Business Skills
Agreement Building
Land Access
Farm Succession Guidebook, Chapter 1: Succession Basics
Succession
Land Access
Farm Succession Guidebook, Chapter 2: Business Transfer
Succession
Land Access
Farm Succession Guidebook, Chapter 3: Communication
Succession
Land Access
Farm Succession Guidebook, Chapter 4: Estate Planning
Succession
Land Access
Farm Succession Guidebook, Chapter 5: Case Studies
Succession
Land Access
Farm Succession Guidebook, Chapter 6: Resources
Succession
Land Access
Farm Tax Organizer
Business Skills
Recursos en español
Filing
Financial Management
Taxes
Financiar su Finca
Recursos en español
Lending
Find a Farm Training Program
Education
Guía de campo para la evaluación de terrenos agrícolas
Business Skills
Recursos en español
Guía de Plan de Negocio
Recursos en español
Business Skills
Financial Management
Guide to Regen Grazing Leases: Opportunities for Resilience
Land Access
Conservation
Agreement Building
How to Present Yourself to a Landowner
Land Access
Impuestos y entidades
Taxes
Financial Management
Individual Federal Income Tax Return
Financial Management
Taxes
Innovations in Agricultural Credit
Lending
Financial Management
La declaración de impuestos
Taxes
Financial Management
Recursos en español
Landholder Webinar Series 2023
Land Access
Look Before You Lease: Preparing Your Property to Lease
Land Access
Agreement Building
Model Chart of Accounts
Education
Financial Management
Bookkeeping
Policy Principles
Policy
¿Porque pedir un préstamo?
Recursos en español
Lending
Preparing to Communicate with a Farmer
Land Access
Agreement Building
Records
Financial Management
Taxes
Registros
Taxes
Financial Management
Recursos en español
Reglas fiscales especiales para deducciones agrícolas
Taxes
Financial Management
Recursos en español
Reglas fiscales especiales para ingresos agrícolas
Taxes
Financial Management
Recursos en español
Resilience Self-Assessment (RSA)
Business Skills
Financial Management
Small Fishers' Succession Planning
Succession
Fishing
Special Tax Rules for Agricultural Income
Financial Management
Taxes
Special Tax Rules for Agriculture Deductions
Financial Management
Taxes
Summary of What is an Agricultural CDFI?
Lending
Financial Management
Taxes and Entities
Financial Management
Taxes
Tax Issues for Asset Transfers
Financial Support
Técnicas y consejos sobre el flujo de efectivo
Recursos en español
Education
Business Skills
Transitioning the Management of Your Farm Business
Land Access
Agreement Building
Transition Readiness Assessment
Succession
Understanding Lease Payment Structures (for Landholders)
Land Access
Agreement Building
USDA Seafood Funding Guide
Fishing
What is an Agricultural CDFI?
Financial Management
Lending
Policy
What is an Agricultural Conservation Easement?
Land Access
Conservation




