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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.

love your business

Fall Back in Love with Your Business

It’s February. We can’t help but envision long-stemmed red roses, heart-shaped boxes filled with delicious chocolates, and, above all else, love. But when we think of love, it doesn’t necessarily have to be limited to the people who are most important in our lives. How about remembering what we believe in? Or what inspires us? How about falling back in love with our business?

February 21, 2022

best year yet

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?

January 24, 2022

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

December 28, 2021

Accounting for Gratitude

The month of November reminds us all of gratitude and the importance of practicing it in our daily lives, personally and professionally. With Thanksgiving, many

November 23, 2021

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

October 26, 2021

Post Survival Mode, Have Businesses Entered Coasting Mode?

Your Financials Need More than Coasting can Provide If you’ve been in business a while, you’ve inevitably experienced setbacks from time to time. And if

September 23, 2021

Three Commonly Misconstrued Accounting Terms Explained

By now, we probably all appreciate the importance of knowing and understanding accounting terminology. As a business owner, CEO, CFO, or any leader with some

August 30, 2021

The Importance Of Accounting Ethics

Whether you go the route of in-house accounting or decide to hire an outsourced accounting professional, accounting ethics is an important, relevant topic. Accountants have

July 27, 2021

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

June 29, 2021

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

May 25, 2021

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