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

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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 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

  • 2022 Reflections … FynOps Successfully Completes Techstars Accelerator

    December always seems like an appropriate time for reflection. As we close out one year and look optimistically to the next, we can’t help but consider how we got here to plan where we’re going. For us, as we reflect on the past twelve months, we are incredibly thankful for all our clients, strategic partners, and the incredible opportunities that presented themselves to us.

  • Personal vs. Business Budgeting

    As an entrepreneur, it is essential to know how to properly manage both your personal finances and your business finances. At its simplest form, budgeting is the creation of a spending plan to determine in advance your income and outgoing expenses. This allows you to plan for the future and ensure that you know how…

  • Last-Minute End Of Year Bookkeeping Checklist

    Did 2020 come to an end and you never got around to taking care of your business’ year-end accounting processes? We get it. December is a busy month and between prepping for the holidays and planning for the new year, closing the books can sometimes become a burden that gets pushed back. Attending to your…

  • Must Have Accounting Tools For Businesses

    When people think of accounting they often think of the myriad of time-consuming, mundane tasks involved. While many of these tasks may seem insignificant from an outside perspective, the truth is that in accounting the devil is in the details. These details add up, however, and result in wasted time that could be better spent…

  • Must Have Accounting Tools for Businesses

    When people think of accounting they often think of the myriad of time-consuming, mundane tasks involved. While many of these tasks may seem insignificant from an outside perspective, the truth is that in accounting the devil is in the details. These details add up, however, and result in wasted time that could be better spent…

  • Tips for Technology Integration

    Ensure your technology integration is helping your operations, accounting and eCommerce working efficiently. Learn more about tech integration at agileplanners.com.

  • Pro Tips To Decipher Which QuickBooks Is Right For You

    Should I use the QuickBooks Online version or the QuickBooks Desktop version? This is a top question for businesses using QuickBooks software for their accounting tasks, and the answer is – it depends. The good news is you have an experienced and knowledgeable team of QuickBooks-certified pros here to guide you through your choice of…

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