Services

Personal Bill Pay Made Simple

Outsource your personal bill payment needs to accounting experts and ensure that your bills are paid on time, every time. Using our secure personal bill pay services, your bills are monitored for discrepancies, tracked closely and reconciled accurately. By offloading your bill payments to trusted professionals, you never have to worry about managing your household expenses again.

Comprehensive Personal Bill Pay Services

Issuing monthly payments is only a fraction of Plumb’s bill pay service. Your bills fit into a larger financial and administrative picture that requires expertise and attention to detail. Here is a list of the services that we perform on your behalf, as part of your partnership with Plumb.

Bill Payment & Recordkeeping

  • Bill payment
  • Reconciling credit card transactions
  • Reconciling bank statements
  • Power of Attorney – signature services

Expense Tracking

  • Properly tracking expenses
  • Tracking charitable contributions
  • Monitoring credit card activity
  • Monthly cash flow report
  • Year-end reconciliations
  • General ledger review
  • Supply supporting documents to CPA or advisor for taxable deductions
  • Analysis of expenses

Vendor Management

  • Background checks
  • Preparing and filing 1099s & 1096s
  • Cutting checks
  • Wire transactions

Mail Management Services

  • Setup centralized mailing address for delivery and billing
  • Mail reception, processing & forwarding

Additional Services

  • Monthly financial statements
  • Entity bookkeeping
  • Trust & foundation accounting

Success stories

Successful Business Owner

This UHNW business owner sold a very successful ecommerce business. He came to Plumb for financial stewardship of his day-to-day financial life.

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Success stories

Plumb Enhances Trust Companies Ability to Serve Clients

A Trust Company estimates that the addition of Plumb Bill Pay has saved their team about 3 hours in payment processing per day.

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Success stories

Outsourced Family Office Accounting and Bill Pay Services

A 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.

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Success stories

Bringing Greater Organization to a Retiree’s Financial Affairs

Widow 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.

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Success stories

Plumb’s Bill Pay Resource is an Extension to a Family Office Team

An 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.

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Success stories

UHNW Business Owner

An 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.

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Success stories

More Quality Family Time Through Outsourcing Bill Pay to Plumb

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.

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Who We Serve

Outsource your monthly expense payments to our team of personal bill management 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 Managers + Family Offices

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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.

Request a Consultation