The Latest
Agile Planners is dedicated to helping businesses achieve success. Stay up-to-date with us on industry updates that we post below.
: Outsourcing
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.
Five Tips to Step Away from Your Business and Truly Unplug | A Guide for Business Owners
Imagine spending two weeks in Europe. Now imagine being at ease, knowing that your business is running smoothly in your absence.
The Top 3 Post-Pandemic Challenges and CFO Solutions
Businesses continue to face unprecedented challenges in our post-pandemic world. The aftermath of this trying time is filled with businesses that, although able to survive, continue to struggle with issues surrounding technology, rising prices, and inventory, to name a few. However, business owners need not face these difficult issues alone. To that end, we’ve compiled the top three post-pandemic challenges faced by businesses today and how a CFO can help overcome them.
Where Did the Money Go?
While understanding revenue, expenses, and profit is crucial for any business owner, cash flow is an equally important metric in truly understanding a business’s financial health. Cash flow, representing the movement of money both in to and out of a business bank account, can be positive or negative, and will fluctuate as the business shifts and expands. A positive cash flow is just as it sounds—more money is coming into the account than leaving it. A negative cash flow, in contrast, means the e
Financial Roles – Putting the Pieces Together
It’s fairly apparent to most business owners that we are no longer in an economy where we can fly by the seat of our pants. The days of coasting are over (but really, never should have begun in the first place). There is simply too much volatility in the economy today, forcing business owners to take a new approach. Yet, financial uncertainty and doubt plague many of them.
Five Ways CFOs Transform Businesses
We talked last month about the traditional functions of a Chief Financial Officer (CFO); namely, tracking revenue, profit, and cash flow, analyzing financial strengths and weaknesses, and proposing corrective actions. These functions allow the CEO to better understand how to increase revenue, decrease costs, and become more profitable overall.
