Agile Planners

Money is the ultimate problem solver for businesses—need marketing help? Hire experts. Need more staff? Extra cash can get you there. Slow season? It keeps you afloat. Whether it’s a down market or seasonal dip, having solid finances makes all the difference. Ready to take control of your business finances? Let's talk! #BusinessMoneyTips #FinancialHealth #BusinessFinance #ProfitabilityMatters #AgilePlanners

𝙔𝙤𝙪 𝙘𝙖𝙣'𝙩 𝙘𝙝𝙖𝙣𝙜𝙚 𝙩𝙝𝙚 𝙥𝙖𝙨𝙩, 𝙗𝙪𝙩 𝙮𝙤𝙪 𝙘𝙖𝙣 𝙡𝙚𝙖𝙧𝙣 𝙛𝙧𝙤𝙢 𝙞𝙩. As we approach the end of the year, it's the perfect time to reflect—not just on where we’ve been, but on the lessons we can carry forward. In both your personal life and business, looking back at your financials from past periods provides valuable insights that can shape your future decisions. By comparing this year’s financial performance to previous months or years, you can: 𝙄𝙙𝙚𝙣𝙩𝙞𝙛𝙮 𝙧𝙚𝙘𝙪𝙧𝙧𝙞𝙣𝙜 𝙥𝙖𝙩𝙩𝙚𝙧𝙣𝙨: What worked well and what didn’t? Recognizing these trends can help you make informed decisions moving forward. 𝙎𝙥𝙤𝙩 𝙤𝙥𝙥𝙤𝙧𝙩𝙪𝙣𝙞𝙩𝙞𝙚𝙨 𝙛𝙤𝙧 𝙞𝙢𝙥𝙧𝙤𝙫𝙚𝙢𝙚𝙣𝙩: Are there areas where your business or personal finances have been consistently underperforming? Understanding these gaps can lead to actionable steps for improvement. 𝘼𝙡𝙞𝙜𝙣 𝙮𝙤𝙪𝙧 𝙜𝙤𝙖𝙡𝙨 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙛𝙪𝙩𝙪𝙧𝙚: Reflecting on the past allows you to set more realistic, data-driven goals for the upcoming year. In both business and personal finance, the past isn’t something to dwell on, but a rich source of information to guide future success. The key is to use what you’ve learned to make smarter, more strategic decisions going forward. As you close out the year, take the time to look back, learn from your financial history, and use those insights to build a stronger future. #LearningFromThePast #YearEndReview #FinancialGrowth #BusinessLessons #FinanceTips #CFO #FinancialSuccess #BusinessStrategy

Are you ready to close the chapter on 2024? Your year-end review is more than just a routine—it’s a chance to reflect, celebrate, and plan for an even stronger 2025. From reviewing financials to setting actionable goals, this is your moment to build a roadmap for growth. Dive into our tips and start preparing for a prosperous year ahead! #YearEndReview #BusinessPlanning #FinancialSuccess #AgilePlanners

This holiday season, let's remember that the best gift is the time spent with the people we love. Whether near or far, the moments shared with family and friends are what truly make the season special. Wishing you all a joyful and peaceful holiday filled with connection and memories. #FamilyTime #HolidaySeason #MakingMemories #CherishedMoments #HappyHolidays

As the holidays draw near, I’m looking forward to some well-deserved downtime to recharge and enjoy the season. Taking time off is so important—not just for rest, but for reconnecting with family, friends, and the simple joys of life. Whether it’s reading a good book, trying out a new recipe, or just enjoying quiet moments, I’m ready to embrace the slower pace this time of year brings. How are you planning to spend your holiday time off? #FamilyTime #HolidaySeason #MakingMemories #CherishedMoments #HappyHolidays

𝗗𝗼 𝗬𝗼𝘂 𝗡𝗲𝗲𝗱 𝘁𝗼 𝗜𝘀𝘀𝘂𝗲 𝗮 𝟭𝟬𝟵𝟵? 𝗟𝗲𝘁’𝘀 𝗙𝗶𝗻𝗱 𝗢𝘂𝘁! If you paid anyone external to your company this year, you might need to issue them a 1099. 𝗪𝗵𝗼 𝗦𝗵𝗼𝘂𝗹𝗱 𝗕𝗲 𝗼𝗻 𝗬𝗼𝘂𝗿 𝟭𝟬𝟵𝟵 𝗟𝗶𝘀𝘁? ✅ Payments to non-employees (freelancers, contractors) ✅ Not an S-Corp or a C-Corp ✅ Payments made by cash, check, ACH, PayPal, Venmo, or Zelle 𝗪𝗵𝗮𝘁 𝗖𝗼𝘂𝗻𝘁𝘀 𝗮𝘀 ‘𝗖𝗮𝘀𝗵’ 𝗣𝗮𝘆𝗺𝗲𝗻𝘁𝘀? According to the IRS, these payment methods are considered “cash”: • Cash • Checks • ACH (bank transfers) • PayPal, Venmo, Zelle (not debit/credit cards) 𝗡𝗼 𝟭𝟬𝟵𝟵 𝗡𝗲𝗲𝗱𝗲𝗱 𝗙𝗼𝗿… ❌ Payments made by credit cards or debit cards ❌ Anyone who’s an S-Corp or a C-Corp Card payments are reported by the payment processors (like Stripe, Square, etc.), so you don’t have to. Stay Compliant and Organized - Check your records now! The deadline for issuing 1099s is January 31st.

Prepare Your Business for the Future with AI Artificial Intelligence is no longer a future concept—it’s today’s game-changer. Here’s how you can start integrating AI into your business for better financial management and strategic growth: 1️⃣ AI in Accounting: Use tools to assist with automated data entry and predictive analytics to streamline financial operations. 2️⃣ The Human Touch: Focus on skills AI can’t replicate, such as empathy and ethical decision-making, to maintain a competitive edge. 3️⃣ Strategic Integration: Leverage AI insights alongside human expertise to make smarter, more impactful business decisions. By combining technology with human insight, you can revolutionize how you manage your finances. 👉 Learn more: Agile Planners 📅 Book a consultation: Schedule Now #FinanceTech #BusinessInnovation #AgilePlanners

You’re Ready to Invest in a Bookkeeper If… ✅ Staying on top of your finances takes more time than you can afford. ✅ Estimating how much to save for quarterly taxes is a constant struggle. ✅ You’re unsure how much you can consistently pay yourself. ✅ You don’t know how much of your sales is actual take-home income. Sound familiar? Working with a bookkeeper can make your life 10x easier and give you the clarity you need to grow your business. Let’s connect! #BookkeepingHelp #SmallBusinessFinance #AgilePlanners

𝗔𝗿𝗲 𝗬𝗼𝘂 𝗙𝗼𝗰𝘂𝘀𝗲𝗱 𝗼𝗻 𝗣𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗼𝗿 𝗝𝘂𝘀𝘁 𝗥𝗲𝘃𝗲𝗻𝘂𝗲? Revenue doesn’t tell the whole story. Here’s why profitability matters: Imagine earning $50,000 in revenue for a month, but after expenses, taxes, debt payments, and covering personal costs, you’re left in the red. Sound familiar? To stay ahead, businesses need: - Accurate financial insights. - Systems to manage late payments. - Strategies to ensure long-term profitability. Let’s talk about making your numbers work for you—not against you. #ProfitabilityMatters #BusinessFinance #AgilePlanners

In business, preparation is the key to success. Whether it’s staying compliant with regulations, adopting new technologies, or planning your financial future, being proactive keeps you ahead of challenges. - 𝗔𝗻𝘁𝗶𝗰𝗶𝗽𝗮𝘁𝗲 𝗖𝗵𝗮𝗻𝗴𝗲: Review industry trends and update strategies regularly. - 𝗦𝘁𝗮𝘆 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝘁: Meet deadlines like BOI reporting and tax filings. - 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆: Use tools like AI for automation and efficiency. Don’t wait until it’s urgent. Take control now, and your business will always be ready to thrive. #BusinessSuccess #ProactivePlanning #AgilePlanners