Brazilian accounting and tax advisory firm serving mid-market companies
Grupo Planning operates a multi-service accounting practice across Brazil with 500 specialists focused on tax, financial, and compliance services. The tech stack reveals operational reliance on legacy accounting systems (Protheus, SAP, TOTVS RM) and Brazilian-specific compliance tooling (eSocial), with Power BI for reporting—typical for a traditional accounting firm. Active hiring (46 roles in the last 30 days) skews heavily toward finance and tax roles, with mid-level and junior positions dominating, indicating expansion of service capacity rather than organizational restructuring.
Grupo Planning is a Brazilian accounting partnership operating from six regional offices (Goiânia, São Paulo, Rio de Janeiro, Belém, Curitiba, Itaúna) with service lines in accounting, tax, legal advisory, audit, and tax recovery. The firm serves mid-market and established businesses navigating Brazilian tax and financial regulation. Its project portfolio spans client onboarding, digital audit workflows, fiscal-financial system integration (Sankhya), tax planning, and tax credit recovery. The firm explicitly targets efficiency and profitability optimization for clients operating across multiple economic sectors.
Protheus, SAP, SAP Business One, TOTVS RM for core accounting; eSocial for Brazilian payroll compliance; Power BI for reporting; Pipedrive for sales pipeline.
Headquartered in Goiânia with regional offices in São Paulo, Rio de Janeiro, Belém, Curitiba, and Itaúna. Services cover the entire Brazilian market.
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