How Plumb Bill Pay Works and 5 Reasons to Use It

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At Plumb Bill Pay, our personalized family bill pay services are custom designed to meet the needs of our high-net-worth clients. Our team of experts manages your bills, creates reconciliations and reports to allow your personal financial team to make better decisions about your wealth.

How It Works:

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 7-phase bill pay cycle features segregation of duties, multiple levels of review, and secure access. Following these checks and balances, you can enjoy peace of mind knowing that your assets and bills are being monitored and paid on time, and all the while you can monitor your bill pay phases through our bill pay app. Take a look at our proven approach to family bill pay:

Phase 1: Bill Pay Associate receives and reviews vendor invoices.
Phase 2: Bill Pay Associate sends vendor invoices to the client for approval and initiates bill payment.
Phase 3: Bill Pay Lead approves bill payment.
Phase 4: Plumb signer authorizes signatures for ACH, wires, and checks.
Phase 5: Bill Pay Supervisor reviews bank and credit card statements for accuracy.
Phase 6: Bill Pay Associate reconciles bank and credit card statements.
Phase 7: Bill Pay Lead sends weekly cash activity report.

 

Top 5 Reasons You Should Use Plumb Bill Pay:

1. Take your time back:

Have your expenses tracked and all bills paid on time, so you can focus on your family and enjoy your wealth. With 24/7 on-demand access to your own accounts and frequent comprehensive reporting, you or your designated financial representative maintain a direct line of sight into your expenses, without the stress of managing the minutiae.

2. Personalized solutions:

We customize our approach to the specific needs and objectives of each separate client.

3. Be in the know

Receive comprehensive cash flow reports, allowing you and your personal financial team to make better decisions about your wealth.

4. You can rely on us

You will have peace of mind knowing you are in good hands as we offer unparalleled client service and guarantee on-time payments. This takes the pressure of you to plan for upcoming payments and recurring bill due dates. Ensure that your bills are paid on time, so you can devote more energy to enjoying life.

5. Deliver accurate tax documents to your CPA by having organized recordkeeping throughout the year and electronically filing invoices.

Top Signs That You Should Hire a Personal Bill Payer

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A personal bill payer can help manage your complex financial affairs

Could your family benefit from a personal bill payer? At Plumb Family Office Accounting, we are a reliable firm with a team of accounting and personal bill payment experts who understand the needs of the high-net-worth.

If much of your free time is spent paying bills, tracking income and expenses, or worrying about deadlines and paperwork, you should consider hiring a personal bill payer.  Once you accumulate wealth, you should have the freedom to enjoy it and feel secure knowing you have a financial plan in place for your future.

Not all Personal Bill Payer Experts are the Same.

What makes Plumb Family Office Accounting different?

We work with over 150 HNW families across the globe and also support family offices to provide high-touch bill payment services.  As an outsourced solution, bill pay by Plumb is a customizable, high-touch and reliable service for those who are looking to offload the payment of their expenses and vendor management. Our team of bill pay experts work through a segregation of duties with multiple levels of review and bank security access and account protection.  Click here to see our 7-phase bill pay cycle >> 

Snapshot of a Typical Client:

Not all clients are alike, but the one thing they all have in common is: personal financial complexity.  They own multiple homes, have household employees on their staff, and have investment accounts, entities, trusts and even personal foundations.  Most importantly, they are paying up to 100 bills per month and using a few different credit cards and bank accounts to manage their spending.  Here is a look at an average client of Plumb Family Office Accounting who is using bill pay services.

Here are 5 averages of a typical Plumb bill pay client:

  1. Bills Paid Per Month – 50-100
  2. Wires Capital Calls Per Month – 10-20
  3. Credit Card Transactions – 250-500
  4. Monthly Reconciliations – 2-5 Credit Cards | 2-3 Bank Accounts
  5. Average Numbers Per Family – 3-5 Entities | 3-5 Homes | 2-3 Household Employees

Can you relate to this type of personal financial life? Many of our clients are busy professionals, people who like to travel, or retired and do not want the burden of tracking income, expenses and paying bills.

We make it easy to put together a pricing proposal for our bill pay services.  We setup a fixed fee price, based on the number of transactions required and cash flow reporting.  Please fill out this questionnaire or contact Plumb at Sales@thinkPlumb.com for more information.



Family Bill Pay Services: Organize Your Financial Life

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Family Bill Pay Services | Personal Bill Pay by Plumb Family Office Accounting

Family bill pay services is a featured offering of Plumb Family CFO.  Depending on need and the complexity of your financial affairs, family or personal bill pay can be a stand alone service or used in conjunction with financial reporting, budgeting or expense tracking.  See full list of services. 

As a professional and reliable firm, in business for over 20 years, Plumb sets up processes and procedures to execute family bill pay.  It first starts with collecting bills and vendor information, resulting in a comprehensive list of vendor and account information.  In the client setup phase, a financial calendar of due dates and bill payment procedures are produced.  Not only are your bills paid on a timely basis, but monitored, reconciled, and reviewed.

Family bill pay pricing >> click here

“Thank you for all that you have done for my family.  Your team is proactive and trustworthy and has provided us with such great confidence now that our finances are in order.  What a relief!” – High-Net-Worth Family Bill Pay Client 

 Why Use Family Bill Pay Services?

  • Do you have too many bills to keep track of all the time?
  • Do you want to spend more time with your family and enjoy your wealth?
  • Are you a frequent traveler and need help paying your bills while out of town?
  • Are you disorganized or overwhelmed with paperwork and financial organization?
  • Is anyone in your family suffering from an age- or disability-related challenge?

Contact Plumb Today:



Bill Payment Procedure:

Plumb Family CFO created a 4-step bill payment process with segregation of duties and different levels of review. By following checks and balances, clients can enjoy peace of mind knowing that their assets and bills are being monitored by an independent firm with a long history of continuity and confidentiality.

 

Financial Calendar of Due Dates:

Vendor Information Sheet: In order for Plumb Family CFO to handle the bill pay services of clients, information is collected at the beginning of the engagement, including a comprehensive list of vendors and account information.

family bill paying services

 

Personal Vendor List: A detailed chart of all incoming bills, divided by property is set up.  This vendor list is used as a reference  for each bill, with due dates, payment methods and any special notes.

bill payment services

Financial and Administrative Calendar of Due Dates: This report tracks bills that occur during a quarterly, yearly or semi-annual basis.

Could your family benefit from Plumb bill pay services?  Fill out this form for a customized pricing quote.

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Five Signs That You Need a Back-Office Family CFO

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What is a Back-Office Family CFO?

At Plumb Family CFO, our idea of a “Back-Office Family CFO” is a team of outsourced accountants who handle the financial reporting, bill pay, and cash flow management of a high-net-worth family, rather than having one single Family CFO who takes care of all the tasks associated with a complicated financial life.  A back-office Family CFO, using the Plumb Family CFO approach typically works off-site to handle the accounting and bill pay work remotely, yet still delivers accurate and timely financial information to the client.

Here is a list of five signs that you need a Back-Office Family CFO:

1. Missing due dates and incurring late payments.

You become overwhelmed with the amount of mail received on a daily basis and the pile of bills and due dates keep stacking up.  With so many properties, automobiles, credit card statements, household employees and recurring bills, they are hard to keep track of and get paid in a timely fashion.  Any incurred late payments can lead to damaging credit scores.

Plumb Family CFO offers comprehensive bill pay services for families and individuals.  We oversee your monthly expenses, initiate payments, reconcile your accounts and track your credit card statements.  That way, you never miss a bill and have your credit cards monitored at the same time.  We also provide weekly or monthly cash flow reports, so you know exactly how much cash is coming in and how much cash is being paid out.

Want to learn more about the family bill pay service offered by Plumb?  Click here for a list of frequently asked questions.  Ready for a quote? Answer these questions and we can prepare a proposal based on the amount of accounts to track and bills to pay.  Request a Quote

2. Trouble with keeping track of multiple entities, investments, rental properties and trusts.

You may be the head of the household, but it feels like you a running a multimillion dollar company.  With great wealth comes great responsibility.  Your family’s financial life is complex with multi-faceted undertakings, such as corporate entities, private equity, international exposure, homes and rental properties, and alternative investments. This is a sign that you need help with your personal accounting needs.

Plumb Family CFO delivers financial peace of mind by helping affluent families organize, coordinate and navigate through their financial affairs.  Working in partnership with the family’s team of trusted advisors, we provide the highest quality data and financial reporting to establish a complete view of your assets and financial holdings.

See examples of personal financial reports & analysis that we provide:

  • Statement of Cash Flow
  • Net Worth Statement
  • Family Monthly Budget
  • Vacation/Second Home Expenses
  • Bill Pay Reports

3. You do not have a clear picture of your wealth.

With so many investment accounts, credit card statements and bank accounts, it’s hard to see a clear view of overall wealth.  At Plumb Family CFO, we work with your personal financial team to gather all the information tied to your family’s assets and turn it into a one-page summary of net-worth.  The financial reports we provide are detailed, holistic, and customized to your preference. In order to make better decisions about your wealth, it is important to have up-to-date financial data.

Read: Retain your Family Wealth by Organizing your Financial Life

4. Financial paperwork is not organized for tax season.

Tax deadline is looming and your CPA is working frantically to gather all your necessary paperwork to calculate the right deductions and track all your income and expenses.  It’s costing your family more time and money working with your CPA, because you do not have your financial house in order.

Plumb Family CFO works with their high-net-worth clients to provide an Annual Tax Organizer which is an audit-proof package that allows for maximized standard deductions.  Additionally, we provide your CPA with quarterly reports to adjust estimated tax payments as needed to avoid annual penalties and interest charges from the IRS or Franchise Tax Board.

Learn More: Plumb Family CFO Annual Tax Organizer

5. Too much time is spent handling household finances and not enjoying your wealth.

A good amount of your free time is spent handling household finances and it has become too complex to track properly.  Your family has acquired a team of trusted advisors to help you handle the maze of legal issues, tax planning, and investments, yet you don’t have a consolidated view of your overall wealth.

Why not outsource your personal accounting and family bill pay needs to a trusted and reliable firm with over 20 years of experience working with affluent families and corporations?

See how these families benefited from engaging with Plumb, back-office Family CFO:

Back-Office Family CFO Services by Plumb

If any of these items on the list applies to you and your family, Plumb Family CFO can help.  We are not a wealth management firm and do not recommend investment strategies. We are not a CPA firm and do not file tax returns.  Simply put, we are a back-office Family CFO with a team of personal accountants that have experience working with high-net-worth and their specific needs.  Plumb Family CFO works in partnership with your financial team to provide the highest quality data to help them make better decisions about your wealth and financial planning.

Want to learn more?  Here is a list of the top frequently asked questions about the clients and services offered by Plumb Family CFO.  

Accounting Services Include:

  • Family bill pay – including mail management & vendor management
  • Producing monthly financial statements
  • Cash flow reporting
  • Personal financial reporting & analysis
  • Bank and credit card reconciliation
  • Investment account reconciliation
  • Budgeting services and reporting
  • Household employee payroll services
  • Foundation and trust accounting
  • Annual tax organizer for the CPA

Are you ready to take control of your financial life and start enjoying your wealth?

Schedule a consultation with Plumb Family CFO today:

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Plumb Bill Pay Finalist in the Family Wealth Report Awards 2021

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Press Release: 2021 Family Wealth Report Awards

Awards showcase the best in the industry with categories focused on experts, products and services for wealth managers, high-net-worth clients and financial institutions.

Plumb Bill Pay, a leading bill pay firm servicing family offices and the high-net-worth, has been selected as a finalist in the Bill Pay and Property & Household categories at the Family Wealth Report Awards.

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth management and trusted advisor communities in North America.

“It is an honor to be nominated for this prestigious and nationally recognized award,” said Anneke Stender, Executive Vice President of Plumb Bill Pay. “This is testament to our best-in-class services and a foundation of technology and bank-level security that has led to our growth and success this year,” she said.

Plumb Bill Pay was nominated for the Property & Household category for their range of service offerings to the private client community, including bill payment, recordkeeping, income and expense tracking, cash flow reporting, vendor and mail management services.

Using a proprietary task management software system to facilitate and track bill payments, the solutions of Plumb Bill Pay are customizable for family offices or individual clients depending on their need and complexity of transactions and reporting.

“It feels great to be recognized alongside the top service providers to the affluent community and trusted by their advisors,” said Robert Scherer, President of Plumb Bill Pay. “As we continue to build relationships with family offices, wealth management firms and financial institutions, it is imperative to keep expanding our technology, security features and ease of use for client satisfaction,” he said.

Stephen Harris, ClearView Financial Media’s Chief Executive, and publisher of Family Wealth Report, was first to extend his congratulations to all finalists.  He said: “The firms and individuals who are finalists in our 8th Family Wealth Report Awards program are all worthy competitors, and I would like to extend my heartiest congratulations.  These awards are judged by an independent panel of judges and finalists are selected on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, and not only quantitative performance metrics.  That is a unique, and I believe, compelling feature.  These awards will recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in family wealth management.  I’m delighted that we have made these annual awards the brightest, and most keenly contested highlights in the family wealth management calendar.”

Winners will be announced on 6 May 2021 in Family Wealth Report alongside a series of videos and publications.

About Plumb Bill Pay:

For over two decades, Plumb has been helping high-net-worth families, their businesses, and family offices achieve greater levels of financial freedom by handling their personal reporting and bill pay needs. Plumb Bill Pay offers a high-touch and high-tech approach to personal bill pay and is custom designed to meet the needs of the high-net-worth.

Plumb Bill Pay works with clients across the country and globally. They have office locations in La Jolla and Newport Beach, CA and New York City, New York.

About Family Wealth Report Awards:

The Family Wealth Report is published by ClearView Financial Media, which provides essential business intelligence and up-to-date wealth management news to the global financial services sector.  With a database of 60,000 professionals, ClearView Financial Media is a real voice for private bankers, wealth managers, and advisors in related sectors.

London-based Publisher Stephen Harris is an international financial journalist and private client investment manager. With teams based in New York, London, Singapore, Switzerland and South Africa, Group Editor Tom Burroughes is dedicated to bringing the community useful news, thought-leadership events and important issues facing the private client community. 

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3 Things to Know About Form 1099-NEC

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What is Form 1099-NEC (Nonemployee Compensation)?

The IRS is bringing back a form last used in 1982s —Form 1099-NEC, to be used beginning with 2020 information returns. The draft 2020 version of the form has been posted by the IRS to the agency’s website. Part of the rationale for the new Form 1099–NEC was that the Protecting Americans from Tax Hikes (PATH) Act of 2015.

It will be used to report at least $600 payments made to each person during the calendar year for your business:

  • Services performed by someone that was not your employee
    • Include parts/materials used to perform the service
  • Cash payments for fish (or other aquatic life) you purchase from anyone engaged in the trade or business of catching fish
  • Payments to attorneys

Withheld any federal income tax under the backup withholding rules regardless of the payment amount.

Common examples of who will receive Form 1099-NEC:

  • Attorneys
  • Architects
  • Accountants
  • Graphic Designers
  • Web Developer
  • IT Consultants
  • Freelance writer
  • Non-employee Sales Commission
  • Freelance Contractors
  • Landscapers
  • Other self-employed individuals

Form 1099-NEC:

Due to IRS & Recipient 2/1/21

  • A IRS
  • 1 State Tax Department
  • B Recipient
  • 2 Recipient copy to be filed with state income tax return (if applicable)
  • C Payer

Form 1099-MISC:

Due to recipient by 2/1/21 or 2/16/21 if reporting in box 8 or 10. Due to IRS by 3/1/21 (paper) or 3/31/21 (electronic)

  • A IRS
  • 1 State Tax Department
  • B Recipient
  • 2 Recipient copy to be filed with state income tax return (if applicable)
  • C Payer

Ready to start your new year with organized financials in preparation for tax season? Plumb Family CFO works in partnership with your CPA and personal financial team.  Find out more…

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Know Your Net Worth: Personal Bookkeeping & Bill Paying Services

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Personal bookkeeping & bill paying services help keep your financial life on track.

Do you know your net worth?

It is a simple math equation. Your net worth equals your assets minus your liabilities.

personal bookkeeping

For those with a complex financial life, it can be a challenge to determine this calculation. You must first assign values to all your assets, including investments, brokerage accounts, personal property such as real estate, vehicles, jewelry, etc.  You also need to accurately track your expenses and debt, including loans, bills, taxes due, etc.

When someone’s wealth accumulates to a certain level, many individuals and families turn to a personal bookkeeping service or setup a single family office to help with the day-to-day financial tasks of tracking income/expenses, paying bills and creating consolidated financial reports.

How Can a Personal Bookkeeping Service Help?

Here at Plumb Family CFO, we understand the unique needs of the high-net-worth.  We have been helping affluent families, busy entrepreneurs and retired couples navigate their personal finances by providing a high-level bookkeeping service that is trusted and dependable.

We become your back-office accounting team. Our accounting experts have both corporate and personal bookkeeping backgrounds and deliver white-glove customer service.  By outsourcing bookkeeping to Plumb Family CFO, you will receive a team of accountants to provide services including:

  • Monthly consolidated financial statements to determine your net worth
  • Cash flow reports to track your income and expenses
  • Budget analysis to create a personal budget based on spending habits and long-term goals
  • Bank & credit card reconciliations
  • Entity bookkeeping for sole proprietorships, partnerships or corporations if necessary
  • Payroll administration for your household employees
  • Trust and foundation accounting
  • Bill payment services, including wire transfers, vendor management and capital calls

The setup process is unique for each family.  Personal bookkeeping services are customizable and pricing is based on a monthly fixed-fee basis.  The back-office accounting means that we can work virtually for the majority of the bookkeeping transactions, but also have meetings in person or on the phone to review financial statements and goals.

At Plumb Family CFO, we believe that by knowing your net-worth you can take true control of your wealth. 

What are the benefits of hiring a personal bookkeeper?

  • Reduce your stress and anxiety from managing multiple bills and due dates
  • Get a clear picture of your net-worth to make better decisions regarding your wealth
  • Gain access to a view of your monthly expenses, due dates and income from all your entities, etc
  • Have more time to focus on your family, your business and free time
  • Add the missing piece to your team of trusted advisors 

Want to learn more?  Please contact us for a no-obligation phone call to learn more about our process, pricing and personal bookkeeping services offered.

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Get a Quote for Personal Bill Pay – answer these questions regarding your expenses to help determine monthly price:

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Personal Income Tax Organizer: Preparing your Financials for Filing Tax Returns

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Personal Income Tax Organizer, an Outsourced Recordkeeping Solution by Plumb Family CFO

In this client case study, Plumb Family CFO gives an overview of the recordkeeping and accounting services that go into putting together a personal income tax organizer that streamlines year-end tracking and creates financial organization in order to file tax returns.

Client: High-net-worth real estate investor with multiple properties, S Corp, and brokerage accounts.

Net Worth: $35MM

Background:  This real estate investor has a large portfolio of multi-family rental and mixed-use properties, along with an S Corp, and complex personal accounting needs. With limited time and resources to organize his financial records and supporting tax documents, he turned to Plumb Family CFO as an outsourced accounting solution.

The Solution:  Plumb Family CFO collects, tracks and organizes the client’s financial data to create a comprehensive and audit-proof financial package for year-end.  This allows for the client’s CPA firm to be more cost-effective with their time and helps to maximize standard deductions. Plumb also supplies the CPA with quarterly financial reports to properly adjust estimated tax payments as needed to avoid any penalties and interest chargers with the IRS or Franchise Tax Board.

By having accurate recordkeeping throughout the year, with up-to-date reconciliations and properly tracked income and expenses, the client experienced tax season with the peace of mind knowing that he had the highest quality of data and financial reporting to file tax returns. With a clear financial picture, he was able to make informed decisions with his wealth and property portfolio.

View: Additional Family CFO Case Studies

“Plumb Family CFO tracks and organizes my client’s financials and paperwork throughout the year and I never have to worry about any last-minute fire drills or missing information during tax deadlines”.  – Client’s CPA

Download: Sample copy of Annual Tax Organizer / Personal Income Tax Organizer

Personal Income Tax Organizer: “Pulling it all Together”

In order for Plumb Family CFO to organize and compile all the data for the client’s CPA to file tax returns, we follow an accounting preparation guideline, including:

  • Step 1: Fully reconcile and close out year-end financials
  • Step 2: Print a P&L statement for each entity to use as reference tool
  • Step 3: Work with the client’s CPA to use their standard personal income tax organizer or create document using Plumb Family CFO template
  • Step 4: Outline and track any major purchases made throughout the year that may have a tax impact – for example, purchase/sale of real estate, purchase of electric vehicle or IRA contributions

Financial Recordkeeping & Supporting Tax Documents

Here is a sample list of the supporting tax documents that Plumb Family CFO will collect throughout the year for the personal income tax organizer package.

  • Wages/Salary – W2
  • Interest/Dividend Income:
  • 1099s from bank and brokerage firms
  • General Ledger for private loan/note interest received
  • Capital Gains/Losses
  • 1099 from brokerage firms
  • K1 Schedules
  • Private Equity
  • Hedge Funds
  • Privately Held Companies
  • Property Income/Expenses
  • Include P&L by investment property to be included on Schedule E of the tax return
  • Standard Deductions
  • Include GL detail for each category
  • General Expense Categories
  • Medical and Health Insurance
  • Legal – Estate Planning
  • Interest Expense – either 1098 form for mortgage or investment interest
  • Property Taxes for Residence(s)
  • Donations – include donation receipt for amounts over $250 per annum
  • Tax Payments (IRS and State)

Ready to start your new year with organized financials in preparation for tax season? Plumb Family CFO works in partnership with your CPA and personal financial team.  Find out more…

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Announcing Our Name Change to Plumb Bill Pay!

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Big news – we are releasing our new name, we are now Plumb Bill Pay!

We are proud to announce the launch of the new company name as part of the ongoing development of our company’s brand. We changed our name to better represent our brand and our mission. The new name reflects our companies approach to family bill pay. You’ll see our new name and look throughout our website.

 

Our business has grown and evolved over the years, and we felt it was time for a change. We have changed our name to reflect who we are as a company today. For over two decades, we have been helping high-net-worth clients achieve greater levels of personal freedom to savor their time and enjoy their lifestyles. By providing expert advice and innovative technology solutions to streamline, simplify and centralize day-to-day financial operations, we act as an extension of your financial team, supporting individuals and families with our analytical and proactive approach to bill pay.

 

“By rebranding ourselves as Plumb, we are doubling down on our assurance to serve you with the highest quality bill pay services available in today’s market. Plumb is exacting. Plumb ensures clarity. Plumb aligns your accounting and bill paying. You know us for our quality products and  services, now get to know us as Plumb Bill Pay.” – Anneke Stender

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10 Reasons to Work at Plumb

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1. Location:

Plumb has multiple office locations in California, including downtown La Jolla and Newport Beach.  The main headquarters is in La Jolla, only steps away from the famous La Jolla Cove.  With the expansion of office space outside of La Jolla, Plumb is able to conveniently work with clients throughout Southern California.

2. Plumb Approach:

Since 1996, Plumb’s growth and reputation has flourished as a direct result of our team’s capacity to address client needs and execute creative and effective solutions to a number of complex organizations.  Throughout the years, Plumb’s operational efficiencies not only lent itself to Plumb’s growth, but they have allowed Plumb to create a staffing structure for optimal pricing.

Plumb employees enjoy working on a number of different clients, in different industries, at any given time. This gives them more exposure to various tasks in accounting and increases their skillset.

The Plumb Structure for an Outsourced Accounting Client:

  • CFO
  • Controller
  • Senior Staff Accountant
  • Junior Staff Accountant
  • HR/Recruiting

3. Team Building Events:

To make the Plumb approach work effectively, Plumb gathers all employees, from all office locations, every quarter for company-wide updates.  At these meetings, each division shares some highlights, including new clients, staffing news, marketing activities, software certifications and charity involvement.

Plumb consists of three distinct divisions: Corporate Outsourced Accounting; Plumb Family Office Accounting and Bill Pay; and Sage Construction Certified Partner.

The best part about these team building meetings is that they are centered around a fun and competitive event.  Accountants and software consultants do NOT like to lose! Plus, Rob Scherer always grills up his famous prime steak sliders.

4. Plumb Clients:

Plumb provides accounting services and software solutions to a variety of companies, industries and high-net-worth families in Southern California and across the United States. With various divisions, serving startups to small and mid-market companies, there is not a “typical” client for Plumb.  Here is a list of some clients and case studies within each division at Plumb.

Outsourced Accounting:

Plumb Family Office Accounting:

Sage Construction Software:

5. COIs – Center of Influence:

Plumb works closely with our client’s center of influence (COI) or trusted advisors.  We believe that a collaborative implementation with all of our client’s COIs leverages their total expertise and gives everyone the backdrop to make better financial decisions and achieve business goals.

6. The Food:

Plumb may consist of a bunch of accountants and software consultants, but that doesn’t mean we aren’t all foodies at heart.  We love to eat! Thankfully, the kitchen is always stocked with snacks, desserts and more snacks.

Every month, Plumb hosts a New Employee Luncheon to introduce new team members and enjoy pizza or a local La Jolla catered meal.

In addition to the monthly luncheons, Plumb also hosts Quarterly Potlucks. This is an all-time favorite event at Plumb. Every quarter we come up with a new ‘theme’ to be added to the sign-up list. Plumb has employees from diverse backgrounds and it’s fun to try different food from different parts of the world.

steak

7. Networking:

Since many Plumb clients are referred by COIs (see number 5), we believe in the power of networking. Plumb employees are members of organizations, such as ProVisors, BIA, ACG, CFMA, CalCPA and the list goes on.

In addition to attending networking events, Plumb also hosts “Lunch and Learns”, “Educational Workshops” and “Webinars”.

8. Parties:

The executive management team at Plumb likes to host parties!  Plumb hosts holiday parties, client appreciation parties, open house parties and parties to celebrate employees and divisions reaching goals.

cre-gold

9. Out-of-Town Conferences:

As a leading software partner for Sage Construction Software, Plumb sends software consultants to annual conferences to learn the updated features and latest requirements.

10. Employees:

Last, but not least, one of the top reasons to work at Plumb are the employees = Plumb!  We call ourselves Plumb, because, regardless of what division, or who our clients are, we work together as a team.  Our clients depend on our expertise, and appreciate the fact that we are an accounting team, consisting of CPAs, and Controllers who are knowledgeable in many industries.

Most importantly, we like to have fun!

team-tag

Want to learn more about Plumb?  We are hiring.  See our job listings here. 

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