Our Story

How it all began…


My career path was SUPPOSED to be in traditional accounting. In fact, I spent 20 years crunching numbers as a traditional accountant and enjoying success in this field.

My passion, however, was somewhere else. I felt the drive to look at the view from 60,000 feet, the holistic view of how a business operated with integrated technology and automation. I found myself obsessed with improving systems, processes and learning more about how technology is at the core of achieving goals.

That’s how Agile Planners was born.

Today, I help entrepreneurs, and small to mid-sized business tap into the power of technology to run their businesses faster and more efficiently.

What do I believe in? I believe that every business has a trajectory that can lead to sustained success. My vision is to create partnerships that help businesses create the map to get there.

Monica Roca-Quesada
Founder of Agile Planners

Our core services

Bookkeeping Services

  • Streamline and automate to reduce redundancy, manual work
  • Delegate to accounting pros with expertise to increase accuracy, reduce tax and compliance risk
  • Improve customer and employee experience through better processes
  • Optimize ecommerce backend systems

Tech Integration + Training

  • Integrate unique technologies to eliminate silos and find optimization
  • Gain visibility successes and failures at every step of your sales/marketing funnel
  • Sync accounting tools with KPIs that are tied to business objectives
  • Train teams on how to utilize technology tools to fullest potential

Business Consulting

  • Gain a business partner that understands the challenges you face
  • Consulting starts with an audit of current SWOT (strengths, weaknesses, opportunities and threats)
  • Deep dive into what objectives in short and long term
  • Detailed roadmap of how to reach success

Time to tap a partner to help empower your success?