Businesses & organisations
Our clients include self-employed professionals and businesses in healthcare, consulting, IT, retail, care and other service sectors, as well as associations, foundations and non-profit organisations operating in Germany.
Three areas of expertise · one personal contact
Where we begin.
What should improve.
We connect commercial processes and figures with business decisions and professional development. The starting point is your actual situation, not a standard package.
Area of expertiseCommercial Processes, Accounting & Digital Workflows
Typical starting point
Documents, approvals and information travel through different channels, responsibilities are unclear or reports arrive too late to support good decisions.
What we work on
We review existing processes and systems, clarify responsibilities and design a practical workflow — from the document and DATEV to ongoing processing and reporting.
What this should achieve
Clear handovers, transparent data flows and figures that support management and decisions rather than merely being processed.
- DATEV and DATEV Unternehmen online
- Digital document, approval and filing processes
- Commercial process organisation and clear responsibilities
- Organisation of financial accounting and recording of ongoing transactions within the legally permitted scope
- Management accounts, cost accounting, reporting, liquidity and controlling
- Interfaces with upstream systems, industry software, IT providers and tax advisers
Interfaces & boundariesPayroll services are provided through a closely integrated cooperation partner. Planen & Steuern coordinates the collaboration and relevant interfaces but does not perform payroll processing as its own core operational service.
Area of expertiseManagement Consulting & Business Development
Typical starting point
A business is growing, changing, preparing finance or facing a decision for which day-to-day operations alone do not provide enough perspective.
What we work on
We bring structure to the commercial position, develop scenarios and plans and support implementation as a sounding board for entrepreneurs and managing directors.
What this should achieve
A sound basis for decisions, clear priorities and an approach that connects commercial objectives with the organisation as it actually operates.
- Commercial assessment and business management
- Strategy, organisation and clear structures
- Process improvement and support through change
- Business plans, financial models and financing
- Liquidity planning and preparation for bank meetings
- Entrepreneurial sparring and coordination of specialist advisers
Interfaces & boundariesWhere a matter requires additional tax, legal, technical or valuation expertise, we involve appropriate specialists and coordinate the handovers.
Area of expertiseSparring & Professional Development
Typical starting point
A professional change is approaching, a new role calls for orientation or several options appear equally promising and difficult.
What we work on
In confidential one-to-one conversations, we clarify the starting point, define decision criteria, assess options and translate insights into practical next steps.
What this should achieve
Greater clarity about role, direction and priorities, leading to decisions that are professionally, commercially and personally sustainable.
- Sparring for entrepreneurs, managing directors and executives
- Support for employees navigating professional change
- Career development, reorientation and changing roles
- Decision-making and professional assessment
- Personal and professional development with a commercial perspective
Interfaces & boundariesThe focus is on professional and entrepreneurial matters. This is deliberately not positioned as general life coaching.
Who we work with
Businesses and people with responsibility.
People & roles
Entrepreneurs, managing directors, executives and employees who want to approach a professional decision, change or new responsibility with clarity.
One point of contact. Additional expertise when needed.
Clear communication.
Clear boundaries.
Over many years, Planen & Steuern has developed a multidisciplinary network. Depending on the matter, we involve tax advisers, auditors, IT specialists or other appropriate professionals.
We do not develop software, perform valuations or provide specialist advice beyond our actual authority. Additional expertise is involved where needed, while responsibilities and communication remain transparent for you.
Let’s talk about your situation
Could our experience
help with your next step?
Tell us briefly what you would like to resolve. Together, we will establish whether and how we can support you.