When it comes to managing your personal finances, accountability is crucial. Our personalized bill pay and family office accounting services are successful because we base each unique client engagement on a secure, established process.
Our proven 7 Step Process includes clearly outlined objectives and customizable key deliverables based on your specific needs.
Whether you are utilizing our bill pay or accounting services, we provide frequent comprehensive reporting and high-touch client support. Bill pay clients have the added benefit of 24/7 on-demand access to your own accounts through our proprietary bill pay app where you or your designated financial representative maintain a direct line of sight into your expenses, without the stress of managing the minutiae.
| Step | Phase Objectives | Key Deliverables |
In order to establish your personalized bill pay or family office accounting service, we will prepare your new client checklist and outline all tasks with specific due dates. We make it easy for you to get started so you can get back to focusing on what matters most to you.
Contact us to learn more about how our bill pay and accounting services can enhance your lifestyle.
Plumb provided a retired couple with clear financial insights, helping them manage their wealth and prepare for a smooth family inheritance.
An entrepreneurial family turned to Plumb for guidance as they navigated the early stages of selling their multi-million-dollar business.
A high-net-worth CEO of a successful technology company faced challenges in maintaining organization and accuracy across his personal finances, investments, and rental properties while managing his business.
After selling a business, an entrepreneur sought Plumb’s help with personal accounting, income tracking, cash flow reporting, and bill payment.
Juggling work, family, and responsibilities, this affluent family turned to Plumb for expert financial management, ensuring clarity and peace of mind.
This UHNW business owner sold a very successful ecommerce business. He came to Plumb for financial stewardship of his day-to-day financial life.
READ ABOUT THE SOLUTION + OutcomeA Trust Company estimates that the addition of Plumb Bill Pay has saved their team about 3 hours in payment processing per day.
READ ABOUT THE SOLUTION + OutcomeA Single Family Office of a Billionaire family with over 40 entities relies on Plumb Bill Pay as a solution for their family accounting, entity bookkeeping and bill pay needs.
READ ABOUT THE SOLUTION + OutcomeWidow who is a retired professional with accumulated wealth and real estate investments. The client was seeking a reliable and professional firm to manage her complex financial affairs by handling the payment of general bills, overseeing household staff payroll and tracking of rental properties.
READ ABOUT THE SOLUTION + OutcomeAn established single family office was looking to outsource their bill pay as it became a more tedious and time-consuming task for the family office team. They wanted to increase operational efficiency and focus on investment services.
READ ABOUT THE SOLUTION + OutcomeAn ultra-high-net-worth (UHNW) business owner and investor with multiple companies, rental properties, existing holdings and a luxury yacht. This entrepreneur recently sold one of his businesses and needed help with his personal accounting, tracking of income, cash flow reporting and bill pay. As he started to invest in additional companies, he was also looking for an outsourced accounting resource to help with GAAP compliant financial statements for his new investments.
READ ABOUT THE SOLUTION + OutcomeUltra-high-net-worth family who own several successful companies, real estate investments and a collection of vacation homes. The piles of mail, bills and daily deadlines kept growing and the family needed a resource to handle the payment of bills and tracking of cash flow.
READ ABOUT THE SOLUTION + OutcomeHigh-profile family office seeks to streamline expense management and enhance financial control.
An art mogul struggles to effectively track and manage inter-business transactions and reconciliations.
READ ABOUT THE SOLUTION + OutcomePlumb Bill Pay organizes and streamlines multiple revenue streams across personal and business operations for a distinguished CEO client.
Plumb Bill Pay cleans up records, corrects reconciliations, and streamlines financial coding for a Fortune 500 CEO.
Plumb helps with personal bill payment and accounting and made the decision to utilize Sage Intacct for their complex financial needs.
READ ABOUT THE SOLUTION + OutcomePlumb partners with RIAs to streamline bill payment services for HNWI and UNHWI clients.
Recently divorced couple sought Plumb’s help to organize and manage their personal finances.
The family of a recently widowed woman needed assistance with her finances.
READ ABOUT THE SOLUTION + OutcomeNonprofit organization with high staff turn-over and a lapse in overall accounting retention.
READ ABOUT THE SOLUTION + OutcomeHigh-net-worth individual with complex finances and a lack of year-round organization for tax reporting.
A young athlete with a new long-term contract needed help managing finances amid a busy training and travel schedule.
This HNW 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.
READ ABOUT THE SOLUTION + OutcomePlumb provided a retired couple with clear financial insights, helping them manage their wealth and prepare for a smooth family inheritance.
An entrepreneurial family turned to Plumb for guidance as they navigated the early stages of selling their multi-million-dollar business.
A high-net-worth CEO of a successful technology company faced challenges in maintaining organization and accuracy across his personal finances, investments, and rental properties while managing his business.
After selling a business, an entrepreneur sought Plumb’s help with personal accounting, income tracking, cash flow reporting, and bill payment.
Juggling work, family, and responsibilities, this affluent family turned to Plumb for expert financial management, ensuring clarity and peace of mind.
This UHNW business owner sold a very successful ecommerce business. He came to Plumb for financial stewardship of his day-to-day financial life.
READ ABOUT THE SOLUTION + OutcomeA Trust Company estimates that the addition of Plumb Bill Pay has saved their team about 3 hours in payment processing per day.
READ ABOUT THE SOLUTION + OutcomeA Single Family Office of a Billionaire family with over 40 entities relies on Plumb Bill Pay as a solution for their family accounting, entity bookkeeping and bill pay needs.
READ ABOUT THE SOLUTION + OutcomeWidow who is a retired professional with accumulated wealth and real estate investments. The client was seeking a reliable and professional firm to manage her complex financial affairs by handling the payment of general bills, overseeing household staff payroll and tracking of rental properties.
READ ABOUT THE SOLUTION + OutcomeAn established single family office was looking to outsource their bill pay as it became a more tedious and time-consuming task for the family office team. They wanted to increase operational efficiency and focus on investment services.
READ ABOUT THE SOLUTION + OutcomeAn ultra-high-net-worth (UHNW) business owner and investor with multiple companies, rental properties, existing holdings and a luxury yacht. This entrepreneur recently sold one of his businesses and needed help with his personal accounting, tracking of income, cash flow reporting and bill pay. As he started to invest in additional companies, he was also looking for an outsourced accounting resource to help with GAAP compliant financial statements for his new investments.
READ ABOUT THE SOLUTION + OutcomeUltra-high-net-worth family who own several successful companies, real estate investments and a collection of vacation homes. The piles of mail, bills and daily deadlines kept growing and the family needed a resource to handle the payment of bills and tracking of cash flow.
READ ABOUT THE SOLUTION + OutcomeHigh-profile family office seeks to streamline expense management and enhance financial control.
An art mogul struggles to effectively track and manage inter-business transactions and reconciliations.
READ ABOUT THE SOLUTION + OutcomePlumb Bill Pay organizes and streamlines multiple revenue streams across personal and business operations for a distinguished CEO client.
Plumb Bill Pay cleans up records, corrects reconciliations, and streamlines financial coding for a Fortune 500 CEO.
Plumb helps with personal bill payment and accounting and made the decision to utilize Sage Intacct for their complex financial needs.
READ ABOUT THE SOLUTION + OutcomePlumb partners with RIAs to streamline bill payment services for HNWI and UNHWI clients.
Recently divorced couple sought Plumb’s help to organize and manage their personal finances.
The family of a recently widowed woman needed assistance with her finances.
READ ABOUT THE SOLUTION + OutcomeNonprofit organization with high staff turn-over and a lapse in overall accounting retention.
READ ABOUT THE SOLUTION + OutcomeHigh-net-worth individual with complex finances and a lack of year-round organization for tax reporting.
A young athlete with a new long-term contract needed help managing finances amid a busy training and travel schedule.
This HNW 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.
READ ABOUT THE SOLUTION + OutcomeRequest a consultation to learn how Plumb Bill Pay customizable service offerings can help you save time, gain clarity and remain in control.