Perfect Plan B Competitors

At Planit, we provide businesses with the vision, precision and independence they need to improve the quality of their software and the way they deliver it. As a global leader in quality engineering and assurance solutions, our 2,000+ consultants are at the forefront of the industry. Every day, they test themselves on a variety of challenging projects across our top-tier client base. We are hungry to learn and drive our industry forward. This permeates the fabric of our culture, with core values centred around continuous growth and excellence, as we look to inspire minds and raise the bar. We embrace and encourage diversity. We strive to create an environment that’s productive, welcoming, fair, rewarding, and fun for everyone. We act with integrity and harness sustainability as a catalyst for positive change. Ready to test yourself and grow your career? Visit our Careers tab or www.planit.com/careers

Who are we? Mindful Asset Planning (MAP) is a comprehensive financial planning and fee-only fiduciary firm that always acts in our clients’ best interest. MAP provides customized personal financial planning advice to individuals, families, and businesses. Established in 1988, MAP has acquired the depth of knowledge and experience necessary to inspire clients of all ages and economic stages of their lives who seek a significant benefit from expert guidance. MAP’s unique comprehensive planning process integrates a therapeutic approach to provide both financial and human asset strategies for the best experience for clients. MAP combines an encouraging process with technical guidance on many issues including: saving and spending, accumulation, debt strategies, education planning, tax strategies, retirement planning, risk management, investment strategies, estate planning, and lifetime gifting. How are we different than other financial planning firms? MAP differs from most advisors because as a fiduciary, we are paid directly by our clients and do not accept commissions or payments from outside sources. Our focus is always on the best possible result for our clients’ financial success and well-being by providing guidance and counseling while avoiding conflicts of interest.

PlanGuru | FP&A Software Built for the Real World: PlanGuru is a cloud-based budgeting, forecasting, and financial analytics platform purpose-built for small and mid-sized businesses and the advisors who serve them. For over 25 years, we've helped SMB finance teams, fractional CFOs, and accounting professionals move beyond spreadsheets and build financial plans that actually drive decisions. Our platform combines powerful projection modeling, scenario planning, and real-time analytics — all in a flexible, advisor-friendly environment that connects directly with QuickBooks Online and Xero. With the launch of PlanGuru Analytics, we've taken FP&A a step further — giving advisors and their clients access to live dashboards, AI-powered insights, and the kind of reporting that turns numbers into strategy. Whether you're managing a growing business, serving a roster of SMB clients, or building a fractional CFO practice, PlanGuru gives you the tools to plan smarter, advise confidently, and deliver real financial clarity. What we do: • Budgeting & multi-year forecasting • Scenario planning & what-if analysis • Financial dashboards & analytics • QuickBooks Online & Xero integrations • Tools and training for fractional CFOs and accounting professionals Built for SMBs. Trusted by advisors. Backed by 25+ years of FP&A expertise.