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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