Outsourced Personal Accounting

How can outsourced personal accounting help me?

“A man is rich in proportion to the number of things he can afford to let alone.” – Henry David Thoreau

With great wealth comes great responsibility.  Your personal financial life may be complex with many undertakings such as corporate entities, alternative investments, private equity, international exposure and collective properties with multiple mortgage payments, insurance requirements and household employees.

At Plumb Family CFO, we understand that time is your most valuable asset.  Whether you are running a successful business or busy household, there are only 24-hours in a day. So why spend your time opening mail, paying bills, reconciling credit card transactions, analyzing budgets or filling out personal financial statements if you don’t have to?

“Our goal is to reduce our clients’ stress by putting their personal financial lives on autopilot, so their time can be spent more wisely, for its highest and best use.” – Anneke Stender, Executive Vice President, Plumb

Plumb Family CFO helps orchestrate your financial well-being with outsourced personal accounting services.  Since 1996, we have been working with affluent families and successful CEO’s, providing a full-suite of personal concierge and executive assistant services that include:

  • Bill Payment
  • Monthly Financial Statements
  • Bank & Credit Card Reconciliation
  • Investment Accounting Reconciliation
  • Cash Flow Management
  • Payroll Services for Household Employees
  • Personal Concierge
  • Calendar Management & Travel Arrangements
  • Mail Services
  • General Errands
  • See a full list of services

Our outsourced personal accounting services are offered on an hourly or fixed fee basis. In order to give an accurate proposal on our service offerings, we ask all new clients to fill out the Family CFO New Client Questionnaire.  The information provided helps us track the number of assets and transactions to be outsourced.  Download the 17-question form for an example.

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