Agile CFO

11/15/2022

Are you ready for Open Enrollment?

Have any other questions about Flexible Savings Account or Health Savings account?

Need other accounting or tax questions answered? We offer free consultations.

www.agile-cfo.com

10/09/2022

I can be contacted on WhatsApp.

11/17/2020

AB5 is important to understand, as it can create financial and personal liability for those not aware or those that ignore the law.

New bills and laws are passed frequently that affect the inner workings of businesses, and small businesses in particular. One such law is California’s AB5 (California Assembly Bill 5) and is commonly referred to as the “gig worker bill.” Because the law is only in place in place in California...

10/10/2020

Correct capital planning and sourcing can improve returns. Your sense of capital allocation will improve, having a clear company goal (investing or otherwise) in mind. Remembering a few simple things about effective capital allocation will allow you to overcome any plateaus in business growth.

Correct capital planning and sourcing can improve returns. Your sense of capital allocation will improve, having a clear company goal (investing or otherwise...

10/06/2020

The failure-to-file penalty is generally more than the failure-to-pay penalty, which is 5 percent of the unpaid taxes for each month or part of a month that a tax return is late, but will not exceed 25 percent of the unpaid taxes. In addition, the taxpayer will be assessed a failure-to-pay penalty of half of 1 percent of the unpaid taxes with a maximum penalty of 25 percent. That penalty applies for each month or part of a month after the due date, and starts accruing the day after the tax-filing due date. However, if the 5 percent failure-to-file penalty and the half percent failure-to-pay penalties apply in any month, the maximum penalty for both is 5 percent per month.
Don't let this happen. Book an appointment with us to know how we can help your business and your finances. https://www.agile-cfo.com/contact

10/05/2020

Correct capital planning and sourcing can improve returns. Your sense of capital allocation will improve, having a clear company goal (investing or otherwise) in mind. Remembering a few simple things about effective capital allocation will allow you to overcome any plateaus in business growth.

Correct capital planning and sourcing can improve returns. Your sense of capital allocation will improve, having a clear company goal (investing or otherwise) in mind. Remembering a few simple things about effective capital allocation will allow you to overcome any plateaus in business growth.

09/30/2020

Do you sometimes feel like you missed the most important part of that high school economics class? Don't worry, you're not alone. The world can be a cruel place to those with even a better-than-average financial understanding. Fear not. We are here to help. Book an appointment now! https://www.agile-cfo.com/contact

09/28/2020

We can help you minimize taxes by working with your legal advisor and other advisors to set-up your entities correctly. The world of business tax can be an intimidating one. With our help, you can avoid making excessive tax payments and delay those payments for as long as possible.

Contact us today to learn more or schedule an appointment here https://www.agile-cfo.com/contact

09/24/2020

We are experts in Quickbooks and conversions to much larger ERP systems. Business Intelligence and Data Science is second nature to our consulting firm. We can recommend Robotic Process Automation (RPA) solutions that are affordable or take a more traditional approach to automate and improve your processes. Set an appointment today! https://www.agile-cfo.com/contact

09/23/2020

We bring big company tools to small and mid-size companies who are ready to grow and succeed. We are technical advisors with experience in pricing models, continuous improvement (Lean & Six Sigma), mergers, and acquisitions on any scale. Talk to us today! Click the link to set an appointment. https://www.agile-cfo.com/contact

09/22/2020

The business marketplace is an expansive frontier that requires advice from experts who are well-versed in strategic planning to navigate. Agile CFO gives you a holistic approach, so your company can get the best competitive advantage. We will help you build models and plans that will help you plan and finance your operations. Book an appointment today! https://www.agile-cfo.com/contact

09/16/2020

We'll do the heavy lifting for you!
Visit this link to learn more.
https://www.agile-cfo.com/tax-services