The Latest
Agile Planners is dedicated to helping businesses achieve success. Stay up-to-date with us on industry updates that we post below.
: Technology
Important Lessons From The Bench.co Shutdown
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.
New Tax Reporting Rule Impacts Venmo, CashApp, and PayPal Users
Changes to the tax laws are nothing new. In fact, you can generally count on them with as much regularity as the change of seasons. Often, these changes are obscure, affecting different groups for different reasons. This year, one of the primary changes will impact millions, as it reflects a nearly universal increased use of third-party payment networks for business and day-to-day transactions.
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…
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…
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…
