What Our Wonderful Clients Have To Say

I have learned that the stuff that I don't absolutely LOVE to do should be out-tasked or outsourced and that's why I LOVE working with Agile Planners. They take care of all my bookkeeping needs, follow-up with me and check-in regularly to make sure my books are up to date, and most importantly, they do the stuff I am not crazy about doing so I can focus on my passions - my family and my work!

I was referred to Agile Planners by my business coach and, to be honest, I didn't think I needed them. What Monica from AP did for me completely changed my business... and my life! She researched, taught me, and helped me implement systems that allowed me to minimize the time I spent doing administrative work and maximize my productivity. It is just amazing! In addition to being more organized, understanding my numbers, and knowing where I'm at at all times, I also have more peace of mind. Agile Planners has reduced my workload and stress, and I would pay for that any day of the week! Monica is always available to help, answer questions, and fix my errors. You can tell that she's passionate about what she does and truly enjoys making the life of a business owner easier and more effective. Monica has learned my business inside out and has taken the time to know me personally. Hence, her recommendations and support have been tailored to my very own needs and goals. They're also very professional and a delight to work with.

Monica transformed my business! I was invoicing clients manually, using PayPal, not knowing where my revenue was coming from. She took the time to understand my business and my services, and create a solution that was affordable and easy to use. The best part is - she’s dynamic and awesome to work with!

Monica is the queen of systems and her mission is to make you work smarter not harder. She takes the time to fully understand your business so that she can guide you on the best way to bring abundance not only in your bank account but your life. When you have AP on your side you will thrive and feel you do more in less time. Monica truly cares wants everyone to win and truly savor their numbers, systems, and walks you through the process. She is always available and extremely personable to attend to you as a person not as a number. The numbers are for the bank account and the books not for people. Agile Planners is where money seeds are planted and truly brings value to your business and your life.

Monica put the love of my numbers into my routine. As a business owner, your numbers need to be part of your monthly and even weekly routine. You need to absolutely LOVE them. I fell in love with my numbers, and now understand how to grow the business I want. She is tech-savvy, and understands the needs of each business owner and helps you integrate your systems whether it be a CRM, Email distribution into a process that makes sense for YOU! She's made the operations of my business fun, easy and something I look forward to systematizing. She's incredible at what she does, and absolutely brilliant. She is an essential part of the success of my business, and completely indispensable.

Monica was a great help in getting us to fine-tune our accounting practices. She really knows her stuff, she's very easy to work with, and we couldn't be happier with the results. We have already been recommending her services to colleagues.

Big Project. Handled It Well This was a bear of a project, reconciling 2 years of our books. They did a great job!

Working with Monica has made a difference for me at MST Dumpsters because I have learned how to use new software: QuickBooks. Compared to working with others, what stood about working with Monica is that she is very patient and makes sure to go step by step when explaining something. What Monica does for her clients is very unique. She makes sure to show the benefits of using QuickBooks and how to take advantage of its many features. It was also very easy to connect with her via Zoom. If I could choose a word to describe Monica's biggest strength, it would be patient and thorough. I have learned so much after working with her.

Agile has help me with trusting the reports generated by QuickBooks. Like many small business owners, I subscribed to QB and setup it up myself. As a non-expert, I did not know what I did not know. Agile was able to assist with set-up, cleaning up data feeds and helping me create financial forecasts. Agile makes financial reporting and forecasting attainable regardless of you accounting expertise.

Working with Monica from Agile Planners has given me control of my books and records. I have been able to implement a timely process for my accounting practices. Before, I was struggling with maintaining accurate information in Quick Books, but now I have a better understanding of how to use the application and how to quickly obtain reports on my profitability. I’m comforted by and confident in my ability to produce reports upon request and to have an accurate overview of my business operation. Having her friendly and knowledgeable expertise on my team has been a vital asset. I especially appreciate her use of technology to facilitate our communications.

Working with Monica at Agile has been the best decision I made for my business. She helped me implement a simple, yet power process to help me gain control of my receivables. Best decision I made this year.

This is the relationship and firm every entrepreneur needs - I was fully supported and their advice was always on point.