Case Studies

Learn more about our work with clients in many different industries.

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Professional Services & Ecommerce

Client Details

Our client, who is a marketing consultant, author, real estate investor, ecommerce businessman, and entrepreneur, has written numerous best-selling books, and owns and manages several businesses and investments.


Our client’s team approached us after parting ways with their previous accounting firm. They expressed frustration because they weren’t being prioritized and were met with a lot of “no” or “can’t do it” when questions were posed.

The Challenge

With their many different entities and competing priorities, the client’s enterprises needed a steady, consistent, and expert accounting team to step in and help establish processes and best practices across the board. In addition, we needed to show them that they were our priority and that we were there to provide answers and support whenever needed.

The Solution/Outcome

The diligent and experienced Plumb accounting team:

  • Introduced schedules and processes so everyone remained on the same page related to deliverables and deadlines.
  • Implemented best practices for all accounts under their purview.
  • Maintained an open and consistent line of communication with the team

We are a steady and reliable partner for this client’s many business entities, and they know they can rely on us to provide clarity in their accounting, and the most accurate and up-to-date information possible.