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Category: Financial Planning

best year yet
Accounting

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?

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Accounting

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.

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Accounting

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

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Financial Planning

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

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Accounting

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

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Accounting

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,

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Accounting

How To Close The Month In Accounting

As a business owner, sometimes it can be difficult to keep up with bookkeeping and accounting tasks on your own. However, it is very important for the health of your business to have standard procedures in place to close the

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Accounting

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

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