We are days away from the end of a decade. Everyone, everywhere in every capacity, is likely taking a pause to reflect on (at the very least) the past year, if not the past ten. Savvy business owners are using this milestone as an opportunity to revisit the journey they’re on. Agile Planners is no exception. As we close one decade and embark on the next, we’d like to not only take that reflective position but also share some of our key insights, accomplishments, and sentiments with you. 

Highlights Of A Great Year

The Launch of a New Division (officially). While we offered bookkeeping services to a select few clients for many years, in 2019, we officially and proudly launched our bookkeeping division. 

Expanded and Deepened Industry Knowledge. 2019 brought 12 new clients into our midst from various industries that include Professional Services, e-commerce, real estate, marketing, non-profit, shipping/logistics and software. Of course, we’re still hard at work gaining deeper expertise for our ongoing clients in construction and construction services, computer hardware and the restaurant industry.  

Shared Knowledge with Business Owners in our Community. Sharing our knowledge of using technology to run a more efficient, compliant and successful business with business owners in our community is our passion. In 2019, we spent a considerable amount of time engaging with business owners to do just that. It was our honor to lead several workshops in 2019 to guide business owners on how to best use technology tools such as QuickBooks Online to optimize their accounting operations.  

Expanded our QuickBooks Prowess. At Agile Planners, we continuously expand our knowledge to offer a diverse offering to our clients. In 2019, among other growth initiatives, we took a deep dive into technical services for QuickBooks Desktop by providing data conversion services. What does that mean for our clients? This know-how translates into the ability to assist businesses with the seamless migration of their data from an enterprise version QuickBooks to an online version or another Desktop option – saving them time, avoiding risk of lost data as well as accounting mistakes.

As we close up 2019 and the decade, it seems to be the perfect time to say thank you to those clients without whom, we wouldn’t be in existence. It was a great year here at Agile Planners, and we have high hopes and big plans for 2020 and the entirety of the next decade. Our team of professionals is standing by to help you with your accounting needs, including:

  • Delegation of accounting tasks
  • Tech integration and training services
  • Training and consulting for your team
  • And much more

Get Started With Agile Planners Today!