Thumbnail March 21, 2021
Family Bill Pay Services: Organize Your Financial Life

Family Bill Pay Services | Personal Bill Pay by Plumb Family CFO Family bill pay services is a featured offering of Plumb Family CFO.  Depending on need and the complexity of your financial affairs, family or personal bill pay can be a stand alone service or used in conjunction with financial reporting, budgeting or expense […]

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Thumbnail March 8, 2021
Outsource Accounting Services | Top 10 FAQ

Outsource Accounting Services at Plumb List of Top Ten Most Frequently Asked Questions… Plumb (The Accounting Group) was established in 1996 to help companies optimize their financial department with outsource accounting services.  Over the years, we have compiled a list of the most frequently asked questions that prospective businesses want to know about outsource accounting […]

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Thumbnail March 5, 2021
How to: Bank Reconciliation in QuickBooks | Accounting Tips

  Bank Reconciliation in QuickBooks Video Tutorial In this accounting tips video, you will get step-by-step instructions on how to perform a bank reconciliation in QuickBooks. What is a bank reconciliation in QuickBooks and why is it important? Performing a bank reconciliation in QuickBooks  is the process of comparing your internal financial records against your bank accounts’ records. […]

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Thumbnail March 3, 2021
Five Signs That You Need a Back-Office Family CFO

What is a Back-Office Family CFO? At Plumb Family CFO, our idea of a “Back-Office Family CFO” is a team of outsourced accountants who handle the financial reporting, bill pay, and cash flow management of a high-net-worth family, rather than having one single Family CFO who takes care of all the tasks associated with a […]

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