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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.

: Bookkeeping

  • Can My Bookkeeping Be Outsourced?

    Virtual bookkeeping is a hot topic as of late. As businesses try to find ways to keep costs low and maximize efficiencies at every turn, they may be considering business functions that could be outsourced, such as bookkeeping and other accounting-related tasks. A recent report put out by KPMG showed that: 59% of U.S. businesses…

  • The ABC’s of Mobile Payment Processing Apps

    Everyone, it seems, is using a mobile payment processing app to split the dinner bill, send money to kids at college or to cover the costs of shared vacations. From Venmo to Cash to Zelle, the options abound. Using these apps may seamlessly solve your cashless problems among friends and families, but a different set…

  • Reflecting on 2019: A Year of Hard + Big Gains

    We are days away from the end of a decade. Everyone, everywhere in every capacity, is likely taking a pause to reflect on (at the very least) the past year, if not the past ten. Savvy business owners are using this milestone as an opportunity to revisit the journey they’re on. Agile Planners is no…

  • The Ultimate End Of The Year Bookkeeping Checklist

    Business owners are faced with challenges that range from daily fires to long-term projections that can directly impact the success of the business. Especially at the end of the year, things can get extremely hectic. 2019 will be wrapped up in a mere matter of weeks. As we race to the end of the year,…

  • Time + Taxes Wait For No One

    When we round the corner of the third quarter, it seems like hours turn into seconds and days into minutes. Why does the end of the year always seem to sneak up on us? The complexity in the answer to this question gets analyzed by cognitive psychologists, but there is truth to the perception of…

  • The Case For A Tech-Savvy Bookkeeper Mounts

    Technology is a pervasive element in our day-to-day lives as well as a key foundation (in almost every case) to the success of our businesses. Whether we have embraced it or feel disdain toward the ubiquitous infiltration of technology into our world, there’s no denying it is here to stay. In fact, to stay on the…

  • The Sales Tax Nexus Demystified

    Once upon a time in the “good old days,” businesses did not have to worry about sales tax when selling online. E-commerce was a selling channel free from the compliance headaches of filing sales tax, way back when. Until the summer of 2018 brought about changes. Changing sales tax nexus into three little words dreaded…

  • E-commerce Websites Demystified – Tips For Your Online Selling Success

    It’s no revelation that e-commerce is a dominant factor in the global economy, especially for businesses that sell all or even a segment of their products and services online. If there is any doubt about the pervasiveness, or just to drill down on the current state of the e-commerce prowess in our economy, check out…

  • 7 Indisputable Reasons You Should Be Outsourcing Your Bookkeeping ASAP

    As small to mid-sized businesses experience fast-paced growth, it’s common for owners and employees to jump in wherever they are needed and take on an increased workload. As budgets stay lean and the job market grows increasingly competitive, adding to staff can be a non-starter. There are other options to consider, however, when it comes…

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