Plumb wins Best Bill Pay & Best Payment Reconciliation Services at the WealthTech Americas Awards. Learn More.

Services
- Bill Pay
- Family Office
Technology
- Bill Pay App
- Sage Intacct
Our Process
Resources
- Case Studies
- FAQ
- Blog
About
- Leadership Team
- Join our Team
Contact

Services
- Bill Pay
- Family Office
Technology
- Bill Pay App
- Sage Intacct
Our Process
Resources
- Case Studies
- FAQ
- Blog
About
- Leadership Team
- Join our Team
Contact

Request a Quote

Bill Pay Services: New Client Questionnaire

Please complete the following information to the best of your knowledge to assist us in preparing a proposal for services. The information provided should just entail the assets and transactions that would be tracked by Plumb if engaged.

Number of POA Bank Accounts (checking & savings)*
- 1 - 2
- 3 - 5
- 6+
- 10+
Number of non-POA Bank Accounts (checking & savings)*
- 1 - 2
- 3 - 5
- 6+
- 10+
Number of Credit Cards*
- 1 - 2
- 3 - 5
- 6+
Number of Credit Card Transactions on a Monthly Basis*
- 1 - 2
- 3 - 5
- 6+
Online capacity for all bank and credit card accounts*
Number of Bills Paid on a Monthly Basis*
- 10 - 20
- 21 - 50
- 51 - 100
- 100+
Number of Wire Transactions on a Monthly Basis*
- 1 - 5
- 5 - 10
- 10+
Number of Entities to Track (LLCs, Trusts, etc.)*
- 1
- 2 - 3
- 4+
Preparation of Cashflow Reporting*
Number of Homes (US & International)*
- 1
- 2
- 3
- 4+
Number of Rental Properties (US & International)*
- 1
- 2 - 3
- 4+
Number of Mortgages to Track*
- 1
- 2 - 3
- 4+
Number of Household Employees*
- 1 - 2
- 3 - 5
- 5+
- 0
Use of Outsourced Payroll Service
Need for Online Document Sharing Site
Current Accounting Software in Place
Number of QuickBooks Files in Place/To Set Up*
Name*
Phone Number*
Email*
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La Jolla Headquarters

1227 Prospect Street
Suite 200
La Jolla, CA 92037

Phone: 619-225-9322
Toll free: 888-832-6284

NYC

One Rockefeller Plaza,
11th Floor PMB#11988
New York, NY 10020

Phone: 212-213-1990
Toll free: 888-832-6284

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La Jolla
NYC
1-888-832-6824

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