Bill Pay Services + Bill Pay App

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, including our proprietary bill pay app, your bills are monitored for discrepancies, tracked closely and reconciled accurately. We have award-winning expertise – and an app that provides comprehensive personal bill pay services.

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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

Plumb Bill Pay App

  • Efficient bill approval process
  • Anytime access to bill information, expense details, and bill pay reports
  • Easy communication with the Plumb team
  • Learn more here

How It Works

A Proven Approach to Family Bill Pay.

Our 7-phase bill pay cycle features segregation of duties, multiple levels of review and secure access. By following these checks and balances, you can enjoy peace of mind knowing that your assets and bills are being monitored and paid on time.

CASE STUDIES

Wealth Advisor of Fortune 500 CEO Client Hails Plumb as “Heroes”

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Plumb Implements Sage Intacct for HNWI Family in the Retail Sector

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RIA for HNWI and UHNWI Clients

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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...

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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...

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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...

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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...

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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...

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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...

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SEE ALL CASE STUDIES

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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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.

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