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The Latest

Agile Planners is dedicated to helping businesses achieve success. Stay up-to-date with us on industry updates that we post below. 

Beyond the Books

They keep your books in order, categorize transactions, and help ensure that the money coming in and the money going out of your business is.

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The Pivotal Role CFOs Play in Protecting Business Legacy

A business legacy is the lasting influence or impact a business and its leaders leave on their industry, employees, customers, and the community after the business has been handed down to new leadership or has ceased operations. It encompasses the relationships built with all stakeholders, including employees, third parties, and the community, an unwavering commitment to excellence, and a strong vision, mission, and values. It’s about the values, principles, reputation, contributions, and culture that continue to exist even after the founders are no longer in the business.

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