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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. 

Driving Cash Flow

If you own a business, you probably agree that driving cash flow is essential. Who wouldn’t want to enhance cash flow? Like any machine, many different parts contribute to making it run seamlessly and efficiently. For your business, this means having the components that generate revenue, the elements that boost profit, and the strategies that drive cash flow. To operate successfully, you need to focus on driving cash flow along with increasing revenue and profit.

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driving profitability

Driving Profit

You’re a business owner. You naturally want to have a growing and successful venture. To do so, you need to transform it into a money-making machine. Just like all machines, your business has a primary purpose—to make money. After all, that’s really what it all comes down to. We can have all the passion in the world; we can have a great product or service, but if the business is not making money, it will not survive. But the opposite is also true—if it can make money, you’ll have a financially successful business that you own, instead of owning a high-demanding, low-paying job.

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Driving Revenue

You’re a business owner. You naturally want to have a growing and successful venture. To do so, you need to transform it into a money-making machine. Just like all machines, your business has a primary purpose—to make money. After all, that’s really what it all comes down to. We can have all the passion in the world; we can have a great product or service, but if the business is not making money, it will not survive. But the opposite is also true—if it can make money, you’ll have a financially successful business that you own, instead of owning a high-demanding, low-paying job.

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Am I Charging Enough?

The first obstacle is that the more difficult the situation, the more unlikely you are to have these conversations. And unfortunately, these are the times when you need them the most. The second is that even if you decide to talk about it, you often don’t have anyone to talk to.

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Can I Take Time Off Without My Business Collapsing?

I often hear from business owners who are struggling and stressed. They are either burnt out or approaching burnout very quickly. They need to take some time off both for personal and professional reasons. But they hesitate, worrying that if they do, their business will fold, and they will have nothing to come back to. Take it from someone who has seen it work—it can be done, with even more benefits than most can imagine— if it is done correctly.

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Am I Going to Run Out of Money?

As someone who is deeply passionate about helping business owners understand how to make their money work for them, I have learned the incredible value of open, honest dialogue. We need to have the often difficult, sometimes embarrassing, and hopefully always empowering conversations about money to truly get to the heart of the matter. But this can be challenging for several reasons. The first obstacle is that the more difficult the situation, the more unlikely you are to have these conversations. And unfortunately…

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Deciphering Money Scripts

We all tend to feel certain ways about money. Some worry about it, some worship it, others have a great respect for it, and still others fear it. But what most don’t understand is that these perceptions, regardless of where they fall on this scale, are not random. Rather, they are our money scripts—core beliefs about money that were developed in our childhood and influence financial behaviors throughout our lives. These beliefs are typically unconscious, yet they have the ability to profoundly shape our financial decisions and attitudes. For CFOs, understanding…

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New Year … New Money Mindset

As we begin the transition from one year to the next, we inevitably find ourselves looking at things with a renewed perspective. We tend to think about both all that we are grateful for and all that can be improved upon. And for many business owners, one area of improvement relates to their mindset surrounding money. With another tax season just on the horizon, it is even more of a priority to shift the historically negative money mindset of business owners and begin to have the conversations that matter most when it comes to their financials.

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Celebrating a Decade of Financial Empowerment

As we mark our 10th year in business, it’s impossible not to reflect on the incredible journey that has brought us to this milestone. We are well aware that celebrating a decade in business is a significant achievement, especially given the fact that nearly 80% of businesses don’t make it past the five-year mark. So, on this momentous occasion, we want to take the opportunity to express our heartfelt gratitude to all our clients—many of whom have been with us nearly every step of the way. We know that we wouldn’t be here without your trust, support, and unwavering partnership.

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Closing the Fourth Quarter Strong

It’s that time of year again. Yes, the holidays are nearly upon us, but so is the closing of the fourth quarter. And while closing every quarter is important to the financial success of a business, closing the fourth quarter accurately is even more critical. Not only does it represent the final stretch of the fiscal year, but it also sets the tone for the year ahead. Further, as the fourth quarter encompasses the busy holiday shopping season, many companies (not limited to retail) see significant boosts in revenue during this time.

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