The Latest
Agile Planners is dedicated to helping businesses achieve success. Stay up-to-date with us on industry updates that we post below.
: Year-End
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.
Your 2024 Year-End Review
Closing the chapter on 2024 is the perfect time to take a look at your business’s performance over the past 11 months.
Transparent FAQs on the Corporate Transparency Act
In business today, the term “transparency” has become more than just the latest buzzword. It provides the basis for building trust.
Harnessing Your CFO’s Expertise for a Strong Q4 Finish
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 Year … New Money Mindset
As we begin the transition from one year to the next, we inevitably find ourselves looking at things with a renewed perspective. We tend to think about both all that we are grateful for and all that can be improved upon. And for many business owners, one area of improvement relates to their mindset surrounding money. With another tax season just on the horizon, it is even more of a priority to shift the historically negative money mindset of business owners and begin to have the conversations th
Maximizing Your Extension
For business owners, staying organized with financials is about more than spreadsheets lining up nicely or thoroughly reconciled accounts (although both are important). It’s about the crucial role organized bookkeeping plays in the actual tax filing process. Simply, organized records both save time and reduce errors during tax preparation. For those who filed an extension this year, this means getting organized now, as those due dates are quickly approaching.
Your Best Year Yet
Somehow, it’s the end of January already. As you close the month and look ahead, are you finding yourself prepared and organized for the next eleven months or just getting by day by day? If you’re in the latter group, it’s time for a reminder about the importance of budgeting and forecasting to make sure 2022 is your best year yet. After all, without a roadmap, how will you know how to reach your destination?
Your 2021 Year-End Accounting Checklist
Unwrapping our Gift to You this Holiday Season It’s December. The holidays are upon us. Employees are requesting time off. Clients still need attention (and often, more of it). You’re trying to juggle your own personal obligations and family time. There’s no doubt about it – it’s a busy month, likely filled with stress at…
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…
