Your Family Office's Extended Team. Your Trusted Advisor's Ally.

Plumb has decades of experience working with family offices. We understand the needs they have and the challenges they face – from managing multiple funds across multiple asset classes to suffering through hundreds of hours of consolidating data, dealing with inconsistent Charts of Accounts and various GAAP compliance and audit trail issues – until they work with us.

Access Key Data Anytime, Anywhere – Easily and Securely.

Being able to run and update a report with ease and confidence is something that all family offices need. Drilling down on specific questions and looking at data in a new or different way shouldn’t take hours or days to compile, nor should you have to be sitting at a desk in an office to do so. At least not when you are working with Plumb.

The Plumb team utilizes the flexible reporting options available on Sage Intacct, including the customizable dashboard that provides instantaneous reporting metrics and keeps everyone on the same page, consistently. We run reports for our clients in a timely and spontaneous manner (if needed), and you can rest assured that the data will be accurate. This is where Plumb excels, and it’s what we love to do.

Empower Decision Making with Real Time Insights – Across Multiple Entities

When Plumb utilizes the Sage Intacct unified accounting system for clients, it is a tremendous asset to both Plumb and our clients. With the real-time continuous consolidation of multiple entities, the efficiencies gained in financial planning, and the overall improvement in understanding your finances, our clients can grow and manage their investments with confidence.

Get Smarter and Lose Mind-Numbing Excel Tasks.

In today’s 24/7 anywhere at anytime access to everything, there is no time for manual, labor-intensive financial and accounting processes. Plumb’s expert team of Family Office accountants uses Sage Intacct’s automated processes to deliver precise, accurate, timely results to our clients. With automation, family offices can leave their complicated, time-intensive excel spreadsheets in the past.

The time saved through these automated processes allows everyone on the financial management team to be more strategic in thought and effort, and less focused on the minutiae of spreadsheet updates and maintenance.

Get the services you need — now and for the future

You have your pick of outsourced accounting services, including:

  • Investment Accounting Reconciliation
  • Private Equity Tracking
  • Consolidated Financial Reporting
  • Entity Bookkeeping
  • Cash Flow Management
  • Financial Reporting & Analysis
  • Budgeting and Cashflow Projections
  • Foundation Accounting
  • Trust Accounting
  • Insurance Coordination & Oversight
  • Annual Tax Organizer

Plumb + Sage Intacct: Nimble, Innovative, Accurate.

Plumb reviews and vets all the latest technology to ensure that we remain on the cutting edge. We discovered that using Sage Intacct is advantageous not only to us, but to our HNWI and UHNWI clients as well. We pride ourselves on being both nimble and innovative, and when we find something great, we are happy to pass along the benefits to our clients.

Plumb Family Office Accounting delivers financial peace of mind by assisting high-net-worth individuals and family offices know where their money is going, so their trusted advisors can effectively manage it. We work in partnership with their team — including wealth, CPA, and other advisors — to provide the highest quality of data and financial reporting to establish a holistic view of their assets and financial holdings. This gives them true control of their wealth and establishes the foundation for effectively implementing their financial strategies.

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