Thumbnail June 29, 2021
Keys to a Successful Onboarding of a High-Net-Worth Client

The “White-Glove” Experience of a High-Net-Worth Client Starts at Onboarding for Plumb Family CFO The onboarding of a high-net-worth client sets the tone of the entire relationship according to Plumb Family CFO, which provides family bill pay, consolidated personal reporting and cash flow management services exclusively to the high-net-worth.  As you can image, there is […]

Read More
Thumbnail June 28, 2021
NetSuite Implementation Process: 7 Key Steps

Plumb’s NetSuite Implementation Process After careful consideration, and flushing out all concerns, you have decided to purchase NetSuite and replace your existing ERP or CRM software.  Now, you must face down the path of NetSuite implementation, knowing that it is inevitably disruptive and a big commitment for your company.  Luckily, the benefits of deploying NetSuite […]

Read More
Thumbnail June 18, 2021
Using Excel for Construction Estimates?

Your process may have a problem if you’re using Excel for construction estimates. Many contractors create estimates with Excel.  It’s an easy tool to use, with flexibility and familiarity for most people.  Using Excel for construction estimates does create problems when your projects become bigger and more complex. Here are some problems you may face […]

Read More
Thumbnail June 15, 2021
How to Plan Your Business Year-End with 7 Easy Tasks

7 Tasks for Business Year-End Review Robert Scherer, President of Plumb, an outsourced accounting firm, working with hundreds of construction business clients, was the speaker at the CFMA Inland Empire luncheon. If you are in the construction industry or real estate development, these tasks will help you properly close your books and plan for the […]

Read More
Thumbnail June 9, 2021
Sage recognizes successful consulting from Plumb

When VFS Fire and Security Services was tasked to migrate their software from American Contractor to Sage 100 Contractor, they turned to Plumb to help with the transition and data migration. Now that Sage 100 Contractor is running up-to-speed for VFS Fire & Security Services, the company can make clear-sighted decisions based on accurate financial […]

Read More
Thumbnail June 8, 2021
Software Selection: NetSuite vs. QuickBooks

NetSuite vs. QuickBooks Are you at a crossroads with your growing company and tired of struggling with an outdated accounting system, fragmented reporting and expensive IT costs?  Was QuickBooks Pro initially the best fit for your business because it was quick to install and easy on your budget? Did you then continue with upgrades to […]

Read More
Thumbnail June 2, 2021
Plumb’s Role for Construction Industry Professionals

  Whether you’re a student thinking about potential career paths or simply looking to gain a better understanding about the various roles in the construction industry, read on to learn about a few of the different careers in construction. The construction industry is filled with opportunity! The construction sector includes construction for commercial, industrial, real […]

Read More