HIGH-TOUCH TECHNOLOGY BILL PAY AND FAMILY OFFICE ACCOUNTING SERVICES

We understand the unique needs of high-net-worth clients.

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OUR BILL PAY SERVICES

Ensure that your bills are paid on time, so you can devote more time and energy to enjoying life.

With Plumb’s proven outsourced bill pay solution, you receive high-touch service from accounting experts who provide cash flow reporting, track your expenses and pay your bills reliably and securely.

OUR FAMILY OFFICE ACCOUNTING SERVICES

peace of mind is priceless.

We deliver financial peace of mind by assisting high-net-worth individuals and family offices know where their money is going, so their trusted advisors can effectively manage it. We work in partnership with their team — including wealth, CPA, and other advisors — to provide the highest quality of data and financial reporting to establish a holistic view of their assets and financial holdings.

Our family office accounting services include:
  • Investment Accounting Reconciliation
  • Private Equity Tracking
  • Consolidated Financial Reporting
  • Entity Bookkeeping
  • Cash Flow Management
  • Financial Reporting & Analysis
  • Budgeting and Cash Flow Projections
  • Foundation Accounting
  • Trust Accounting
  • Insurance Coordination & Oversight
  • Annual Tax Organizer

Who We Serve

Outsource your monthly expense payments and your family office accounting needs to our team of personal bill management and accounting experts who specialize in serving the needs of high-net-worth individuals and families and their financial managers.

Individuals & Families

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Financial Advisors & Family Offices

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RECENT ACCOLADES

AWARDED TOP PRIZE

SHORTLISTED

WHY PLUMB® BILL PAY & FAMILY OFFICE ACCOUNTING?

Save Time

It’s time to set aside daily financial minutiae and devote more time to things that matter. Plumb’s accounting experts understand the complex scope of your personal finances.

Gain Clarity

Gain clarity into your finances with our secure web-based technology. You and your designated representatives can access real-time accounting and bill pay reports 24/7/365.

Remain in Control

You select the frequency of reporting and level of detail you want for better financial planning and budgeting needs. We oversee the accounts, but you remain in complete control.

How We Do It

High-Touch Service

Personalized attention and meticulous detail management provide the foundation for our analytical, proactive approach to family office accounting and bill pay services for high-net-worth clients.

Innovative Technology

Our proprietary software platform is customized to alert our team on bills with upcoming due dates which enables efficiency while being proactive against any issues that may arise.

Robust Security

Bank-level security is the foundation of our bill pay platform. Real-time, 24/7 network monitoring and detection from our in-house IT team ensures your data is protected.

Take the First Step

Request a consultation to learn how Plumb® Bill Pay customizable service offerings can help you save time, gain clarity and remain in control.

Introducing the All-New Plumb Bill Pay App.

We’re thrilled to unveil the latest version of or Bill Pay App – watch this video to see it in action!

With a comprehensive dashboard, swift bill approvals, smart bill upload, detailed insights, and direct communication with the Plumb team, we invite you to step into the future of bill management.