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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.

: Outsourcing

  • Five Challenges Signaling the Need for an Outsourced CFO

    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.

  • Collaboration: What CFOs Need Most

    Many people have a fairly good understanding of the traditional functions of a CFO. And those valuable functions remain the same whether we’re talking about the CFO of a Fortune 500 company or the CFO of a small business. Essentially, CFOs (1) track revenue, profit, and cash flow, (2) analyze financial strengths and weaknesses, and (3) propose corrective actions.

  • 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…

  • The Importance of Budgeting – Part 2

    Budgeting is more important than ever. Grab tips to master budgeting for personal & business goals. The pros at Agile Planners can help at agileplanners.com.

  • The Importance of Budgeting – Part 1

    Budgeting is more important than ever. Grab tips to master budgeting for personal & business goals. The pros at Agile Planners can help at agileplanners.com.

  • Limitless Accountant Value Explained

    If you’ve been wondering about the value an accountant can bring to the table for your business, learn more with help from the pros at agileplanners.com.

  • How To Keep Your Financials Prepped and Ready For Anything

    The COVID-19 outbreak has sent businesses of all sizes into a tailspin. Even those among us who thought we were having a great year and were extremely prepared for anything the future could throw at us could never have dreamed that the world would come to a screeching halt in March of 2020. Now that…

  • 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…

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