Thumbnail October 16, 2017
Paperwork Relief after a Natural Disaster: Guidance on how to start managing the chaos

4 Steps for Paperwork Relief: After experiencing devastating natural disasters in the past weeks, those who were affected are trying to get back on track and find paperwork relief. Besides numerous other steps, victims need to document their losses and damages, checking their records and embracing lots of paperwork. Since various issues need to be […]

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Thumbnail October 12, 2017
Plumb Family CFO Asks: Who’s Managing your Wealth?

A top priority for affluent families is managing wealth. To make things clear, Plumb Family CFO does not provide services that manage wealth or advise on investment strategies. Plumb Family CFO works with their client’s personal financial team to provide an accurate view of wealth through consolidated reports and financial statements.  Consistent communication with the […]

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Thumbnail October 11, 2017
Plumb Accountants: What the PACE Palette Tells Us

Plumb Accountants: Quarterly Meeting Written by: Macy Samin, Marketing & Communications Associate at Plumb Plumb’s Q2 Training session was led by President, Robert Scherer and featured The PACE Palette, a personality assessment tool designed to enhance communication in the workplace. The training was interactive, memorable, and highly enlightening. The PACE Palette represents four general personality […]

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Thumbnail October 2, 2017
Organizing Financial Records with Plumb Outsourced Accounting

Be Year-End Ready Here we are in the 4th quarter.  This is the time of year that Plumb works closely with their business clients and high-net-worth families, preparing and organizing financial records for year-end planning. Effective year-end planning starts with organizing financial records to present accurate information and reliable data to our business client’s trusted advisors, […]

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