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 […]

Read More
Thumbnail January 21, 2021
Sage Consulting from Construction Accounting Experts

Need Sage Consulting Help for your Sage Construction Accounting Software? Plumb is here for your Sage consulting and training requests!  We are a Premier Sage Construction Software Partner, working with a variety of clients across the country.  Our team of Sage Certified Consultants have years of experience working with Sage 100 Contractor and Sage 300 […]

Read More
Thumbnail January 11, 2021
QuickBooks Online: How-to Close Year-End Books

As an outsourced accounting firm with expertise in QuickBooks Online, we work with many businesses to help them close out their books for year-end. In just eight steps, first you must close your books in QuickBooks Online: You need to click the Company name (gear icon), in the upper-right-corner Select Account and Settings Go to Advanced […]

Read More
September 11, 2020
Sage Paperless Construction – Document Management, Routing and Approvals for Construction

Looking for ways to streamline your process, improve efficiency and reduce waste? Find out in our newest webinar: Sage Paperless Construction!   In this webinar, Olivia Roemer reviews the features and functionality within the Sage Paperless Construction platform. Learn how to manage documents, route AP invoices and other documents around for approval and take your […]

Read More
Thumbnail July 29, 2020
Technology Solutions for a Better Remote Work Environment

The remote work environment has skyrocketed since COVID-19 and the mandatory stay at home orders.  It has forced many small and medium businesses (SMBs) to suddenly coordinate a migration to update their technology solutions, so employees can be both productive and secure. According to a survey of more than 500 SMBs by the SMB Group, […]

Read More
June 11, 2020
How-To Prepare for the New Normal (Top Considerations)

“The Only Constant is Change” As we settle into our new normal, only a few months after COVID-19 has disrupted our daily lives, we are experiencing a new way to do business and navigate the changes ahead.  The digital transformation is coming to the fore front faster than ever.  While there is no way to […]

Read More
June 8, 2020
Paper-Free AP | Webinar Series for Sage Construction Software Users

As we are facing the new virtual reality, we must adopt to technology in order to thrive and get the job done right. Paper-Free and Automated Solutions to Support your Procure-to-Pay Process Presented by Plumb, AvidXchange and Core Associates. This webinar series will cover how you can sync data across multiple systems while also keeping […]

Read More
Thumbnail May 20, 2020
The Covid Crisis: Why Outsourcing your Accounting Can Help Your Business

The economic impact of the coronavirus challenge gives outsourced accountants an opportunity to help create a “new normal” for companies seeking ways to save costs and improve processes. As companies are looking to minimize their loses and speed up financial recovery, it is a good time to consider outsourced accounting as an option to move […]

Read More
Thumbnail May 1, 2020
Still Budgeting in Spreadsheets? Find a better way with Sage Intacct

Webinar: Sage Intacct Budgeting and Planning Friday, May 8th 9:00AM PT Register Topic: With the unprecedented impacts of the COVID-19 crisis, it’s important to use budget vs. actuals to identify potential revenue or expense issues and to create “what-if” budgeting scenarios on how to respond. If you’re like most small to mid-size companies, you’re doing […]

Read More
Thumbnail January 30, 2020
Sage 300 Construction Pricing | Pay Monthly | Save 20%

Plumb is excited to announce that Sage 300 Construction & Real Estate is now available to purchase with subscription pricing. Sage 300 Construction and Real Estate (Sage Timberline) is the most widely used accounting and project management software in the construction sector. Until recently, you could only purchase Sage 300 CRE as a complete package to […]

Read More