Thumbnail November 22, 2016
10 Reasons to Work at Plumb

In the spirit of Thanksgiving, Plumb shares their top reasons why they are thankful to work at Plumb. In no particular order, here are some of their opinions. 1. Location: Plumb has four office locations in California, including downtown La Jolla, Newport Beach, Rancho Santa Fe and Ontario.  The main headquarters is in La Jolla, […]

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Thumbnail November 21, 2016
Small Business Saturday: 3 Tips to Prepare

Small Business Saturday is November 26, 2016 Small Business Saturday first took place the Saturday after Thanksgiving in 2010 and has since been recognized as an official day nationwide. On this day, consumers are encouraged to support small and local businesses as the holidays approach. It provides small retailers a great opportunity to increase sales […]

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November 14, 2016
Top Ways that Plumb Family CFO Works with Trusted Advisors

Bringing Professional Insights to Personal Finances At Plumb Family CFO, we streamline the efforts of our client’s trusted advisors to ensure that all aspects of their financial life are working together in a strategic and efficient manner. A collaborative implementation with all of our client’s professional advisors leverages their total expertise and gives everyone the […]

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Thumbnail November 11, 2016
Buy Construction Software for Year-End Tax Deductions

Take Advantage of Section 179 and Buy Construction Software Are you planning for the year ahead?  Is one of your goals to buy construction software, so you can easily manage the complex details associated with multiple projects, plans, estimates and compliance? If so, maximize your profit potential, by taking advantage of year-end tax deductions with […]

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Thumbnail November 2, 2016
Demo of MyAssistant

MyAssistant for Sage 300 CRE is Your Personal Activity and Business Monitor   Demo of MyAssistant Learn how to improve cash flow and customer relations by making MyAssistant – your assistant. Sage is hosting a demo of MyAssistant on Thursday, November 10th at 10:00AM PDT.  Register here All attendees of the demo of MyAssistant will […]

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