This young professional athlete recently signed a long-term contract. With his hectic training and travel schedule, he had very little time to maintain accurate and organized finances.
Plumb wins Best Bill Pay & Best Payment Reconciliation Services at the WealthTech Americas Awards. Learn More.
Whether you are a high-net-worth family or busy professional with multiple properties and a diverse set of monthly and quarterly bills, the right personal bill pay service should conform to you. Here are real success stories from satisfied clients who count on Plumb to manage an array of household expenses, accurately and reliably.
Recently divorced couple reached out to Plumb for help managing their personal finances.
READ ABOUT THE SOLUTION + OutcomeThe family of a recently widowed women 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 + Outcome
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.
READ ABOUT THE SOLUTION + Outcome
This young professional athlete recently signed a long-term contract. With his hectic training and travel schedule, he had very little time to maintain accurate and organized finances.
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 + OutcomeA wealthy retired couple in their late 60’s was looking to transfer wealth to their family and needed expertise.
READ ABOUT THE SOLUTION + Outcome
An Entrepreneurial family was in the beginning stages of selling their multi-million dollar business.
READ ABOUT THE SOLUTION + Outcome
A wealthy CEO of a successful technology company was having a difficult time keeping his personal finances, investments, and rental properties organized and accurate while running his company.
An entrepreneur who recently sold one of his businesses needed help with his personal accounting, tracking of income, cash flow reporting and bill pay.
READ ABOUT THE SOLUTION + Outcome
Due to the high demands of work, family and other responsibilities, this busy family reached out to Plumb because they lacked the time and expertise to effectively manage their finances.
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 + OutcomeRequest a consultation to learn how Plumb Bill Pay customizable service offerings can help you save time, gain clarity and remain in control.