Thumbnail August 24, 2021
Gas Station Accounting Outsourcing: A Better Option for your Business

Gas station accounting and bookkeeping, when done correctly, is important for the production of meaningful reports. These financial reports help to accurately track profitability which can improve cash flow. Most gas station owners have multiple locations, which means good time management is key to success. Yet, they don’t have the expertise to handle the accounting to […]

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Thumbnail August 19, 2021
Prioritizing Family Life & Business: An Interview with Anneke Stender

Top Ways to Handle Family Life and Business with a Busy Lifestyle Several responsibilities can cause stress and anxiety in family life and business.  It can be hard to find the right balance between organizing family life events and getting year-end ready with clients and other commitments at work. Here is a list of reminders […]

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Thumbnail August 5, 2021
Ultra-High-Net-Worth Investor Gains Clarity with Plumb Family CFO Services

Providing an Entrepreneur with Up-to-Date & Consolidated Financial Data for a Clear Picture of Wealth Case Study: Ultra-High-Net-Worth Investor & Business Owner Client: Ultra-high-net-worth entrepreneur with multiple business investments, rental properties and luxury yacht. Net-Worth: $150 Million + Background: An entrepreneur who recently sold one of his businesses needed help with his personal accounting, tracking […]

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Thumbnail July 29, 2021
Contractors Implements a Financial Infrastructure That Lasts

Customer Success Story – Century Mechanical Contractors  Implements Sage 300 CRE to build efficiency and profitability This Texas HVAC and geothermal contractor uses Sage 300 Construction and Real Estate to build efficiency and profitability. Century Mechanical Contractors has been building north Texas for five decades. They started as a commercial HVAC and plumbing contractor for […]

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Thumbnail July 21, 2021
The Best Outsourced Accounting Blog Posts (Top Ten)

Ranking the Best Outsourced Accounting Posts of the Year Plumb has a reputation as one of the best outsourced accounting firms in California and across the United States.  With a team of accounting experts who provide outsourced accounting and bookkeeping services for companies in various industries, Plumb understands the importance of industry-specific reports and meeting deadlines. […]

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Thumbnail July 13, 2021
Non Profit Accounting Outsourcing Is Cost Effective

Plumb Creates Financial Transparency with Non Profit Accounting Outsourcing Is non profit accounting outsourcing right for you? The financial bottom line matters the most when it comes to nonprofits.  Since every donation and dollar counts, nonprofits seek ways to save money and be more efficient, so they can focus on their mission statement. Many small […]

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Thumbnail July 6, 2021
How to Reconcile a Brokerage Statement in QuickBooks | Accounting Tips

Reconcile a Brokerage Statement in QuickBooks: How-To Video Instructions In this accounting tips video, you will get step-by-step instructions on how to read and reconcile a brokerage statement in QuickBooks. Before you reconcile a brokerage statement in QuickBooks, it is important to understand the basics of what a brokerage account is. Consider outsourcing your QuickBooks accounting needs […]

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Thumbnail July 2, 2021
Quick Tips for Managing Construction Payroll

Financial and Construction Accounting Strategies to Help Make Your Company More Profitable Whether you currently own Sage 100 Contractor or if you’re looking for an easier way for managing construction payroll, Plumb has hosted a free webinar.  In this 30-minute webinar, Plumb will walk you through the different ways to produce construction payroll reports in […]

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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 […]

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Thumbnail May 13, 2021
NetSuite Data Migration Plan – Made Easy with Plumb

A NetSuite data migration plan is key for setting up your accounting system. Plumb works with companies using NetSuite to help with their internal accounting needs. We provide support and have accounting experts with a NetSuite background. Once you have decided to upgrade your business management system and implement NetSuite, there are many steps to […]

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