I’ve worked with PlanBee for over four years, and they’ve become an integral part of how I run my business. From office management and client coordination to bookkeeping, accounting, and scheduling, they handle it all with calm efficiency and a proactive mindset. They fit in seamlessly, often anticipating what’s needed before I even ask, and consistently provide a level of support that’s both professional and personal. I can’t recommend them enough.

We’ve partnered with PlanBee Consulting for many years to support all of our firm’s organizational and operational needs—and I can say with confidence that they have become an indispensable part of our team and culture.
PlanBee doesn’t just execute—they anticipate. They think ahead, offer smart, thoughtful options, and bring a level of proactive support that makes everything run more smoothly. They bring order to chaos, establish structure where there was none, and do it all with calm, professionalism, and good humor.
Personally, they keep me organized—which is no small feat. With so many moving parts at any given time, I rely on PlanBee to bring clarity, manage complexity, and ensure nothing falls through the cracks. They are the reason the lights stay on, the trains run on time, and the rest of us get to focus on the work we’re passionate about.
PlanBee is more than a consulting firm—they are true partners, deeply trusted, and essential to our success.

PlanBee Consulting has taken the reins on our Swyft Services back office operations and immediately implemented game changing ideas and systems which noticeably elevate our business every day. Going above and beyond, we've even been connected with valuable new clients and increased our workload as a direct result! The hands on, personable approach makes communication a pleasure and I couldn't be happier to recommend PlanBee Consulting, very highly.