Precision-Powered Finance for a Future by Design.
Resilient finances shouldn’t be Plan B.
We help businesses navigate financial complexities with precision and strategy. Led by Qualified Chartered Accountants (SA) with experience across industries, from agile startups to JSE & NYSE-listed corporations, we offer bespoke financial solutions designed for growth, compliance, and operational efficiency.
Areas Of Expertise
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Regulatory Compliance
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Supporting Global Businesses
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Financial Reporting
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Strategic Advisory
Our Services
Retainer CFO
Gain access to expert financial leadership without the overhead of a full-time CFO. We provide strategic financial oversight, risk management, and regulatory compliance to keep your business on track.
Financial Reporting & System Implementation
We develop and implement sturdy financial reporting capabilities, ensuring clarity and accuracy for investors, funders, and stakeholders. Our expertise extends to system implementation and change management, streamlining financial processes for enhanced efficiency.
Strategic Advisory
We provide insightful financial guidance, helping you navigate:
Budget planning for sustainable growth
Cash flow forecasting to optimise liquidity
Risk and regulatory compliance to safeguard your business
HR & Payroll
Efficient payroll solutions ensuring accuracy and compliance.
Drafting employee contracts for compliance and clarity
Establishing staff policies (annual leave, sick leave, etc.)
Payroll Processing & Leave Management
Regulatory Compliance
Meeting every requirement:
Tax Compliance: VAT, annual & provisional tax filings
Annual Financial Statements Compilation
CIPC Compliance: Ensure legal entity maintenance
Annual Audit Oversight: Coordination and preparation
BEE Compliance & Reporting: Navigate transformation requirements
Finance & Operations
Laying the Foundation for Growth in South Africa
Seamless invoicing and payment processing
Investor-ready financial reporting
Comprehensive budget and cash flow forecasts
Development of standard operating procedures and policies
Supporting Global Businesses in South Africa
Expanding into South Africa? We assist with:
Finance & compliance management
People & HR operations
Business operations support
Let’s Build Your Financial Future.
Whether you need CFO-level expertise, financial system transformation, or compliance solutions, Plan be is your trusted partner. Book a consultation today and take the next step towards sustainable financial growth.