The Latest
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: Marketing
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…
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…
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…
Brand Tips For The Win
For a myriad of reasons, businesses are (or should be) paying closer attention to their brands than ever before. In a hyper-competitive marketplace, brands can be the stickiness that keeps your customers from shopping around and inspires them to champion your brand in their networks. That’s the true sweet spot that offers something that even…
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…
