The Latest
Agile Planners is dedicated to helping businesses achieve success. Stay up-to-date with us on industry updates that we post below.
: Accounting
How to Pay Yourself as a Business Owner
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.
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.
Done-for-You vs. Done-with-You
As a business owner, managing the company’s finances effectively is essential to your success. For many, that means outsourcing to an expert.
Building Bridges, Not Barriers
As the year quickly comes to a close, it’s important to focus on finishing strong and the fourth quarter is a critical time for businesses.
Important Lessons From The Bench.co Shutdown
As the year quickly comes to a close, it’s important to focus on finishing strong and the fourth quarter is a critical time for businesses.
Your 2024 Year-End Review
Closing the chapter on 2024 is the perfect time to take a look at your business’s performance over the past 11 months.
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 th
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 kno
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 significan
