The Latest
Agile Planners is dedicated to helping businesses achieve success. Stay up-to-date with us on industry updates that we post below.
: Financial Planning
Closing Your Financial Quarter
It’s About More than the Numbers Closing out the quarter and preparing for year-end is always a good time to review some reminders about a financial quarter close. There’s no doubt about it – a healthy business has healthy financial statements. And much of the health of those statements is based on the processes you…
Post Survival Mode, Have Businesses Entered Coasting Mode?
Your Financials Need More than Coasting can Provide If you’ve been in business a while, you’ve inevitably experienced setbacks from time to time. And if your business is successful, you’ve likely used those setbacks as unique opportunities to learn and grow. Most of us understand that only through challenges are we given the space to…
Modern Financing Options
When thinking about the fundamentals of a successful business, most people overlook the importance of financing. Financing is one of the most crucial elements a company needs to have long-term success. Getting loans from traditional lenders can be challenging, especially for those with credit issues or no collateral to offer. We’ve assessed and collected 5…
Accounting Automation vs Marketing Automation
Understanding the right tools for the right job is key here. Take accounting for example. Would you use a CRM to manage your books? I would hope not. In the case of automation, this is where specialized accounting automation software comes into focus. How do they differ? Although the software used may be similar, the…
Agile Planners CFO Services
The role of a Chief Financial Officer (CFO) has changed a lot throughout the last decade. Traditionally, their role included reporting, preparing for audits, controlling the treasury and overseeing financial teams. Although financial leaders still take on those traditional responsibilities, the role of a CFO has dramatically evolved to include additional duties. This may include…
How To Close The Month In Accounting
As a business owner, sometimes it can be difficult to keep up with bookkeeping and accounting tasks on your own. However, it is very important for the health of your business to have standard procedures in place to close the books each month. Monthly financial statements are some of the most useful strategic tools for…
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…
