Outsourced Accounting

Experience. Precision. Results. We focus on a few specific industries and software solutions to ensure we operate as a true extension of your team. Our clear focus and experienced outsourced accounting services means better financial insights that help deliver results for your business.

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Clarity in Accounting.
Stewardship in Service.

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We've been in business for decades.

Since 1996, we have provided outsourced accounting services directly to the industries we serve, giving our leadership team decades of relevant experience.

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We are your industry experts.

We don’t take just any clients — we focus exclusively on a few key industries where our team has deep knowledge of the bookkeeping and accounting  needs for your business.

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We invest in our people.

Our highly competitive hiring process and rigorous training program ensures your outsourced accountant has extensive knowledge of the key industries and software solutions we support.

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Our Key Industries

In our 25+ years providing outsourced accounting services we’ve focused on a few key industries to provide an unmatched level of experience and support. Having served hundreds of clients in various industries, our experience has sharpened our skills as outsourced accountants, improved our advisory services, and ultimately strengthened our position as a leading outsourced accounting firm.

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Construction
& Real Estate

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Manufacturing
& Distribution

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Ecommerce

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Professional Services

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Family Office Accounting

Our Software Expertise

Not every accounting software is the same, and outsourced accountants must thoroughly understand the nuances of each to be productive and efficient. When you work with Plumb, you’re outsourcing with expertly trained accountants with a deep understanding of the software and client accounting services you need as a business owner.

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Analyze

Assess the current state and key challenges.

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Accelerate

Optimize processes, procedures, and performance.

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Achieve

Deliver measurable results.

Our Approach to Outsourced Accounting

We help you make informed decisions about your business. Through our work with hundreds of companies, we’ve developed a 7-step process that guides each project through three phases:

Our 7-Step Business Accounting Process

Based on our experience providing outsourced accountant solutions for  more than 1,000 companies, Plumb has developed a 7-Step Process to help our clients succeed.  The primary focus of these steps is applying the actions of: Analyze, Accelerate, Achieve.

ANALYZE

Understand Industry

Identify industry and software challenges and create customized project objectives and a path to success.

Gather Information

Examine specific client challenges
to help inform the best approach to
serving our future partner.

 

ACCELERATE

Examine Data

Deep dive into the financial and operational data of our clients for a comprehensive understanding of their accounting needs.

Propose Solution

Present customized, scalable solution to overcome short and long-term challenges.

 

ACHIEVE

Engage with the Client

Create financial clarity and peace of mind with customized financial reporting, streamlined processes, and internal controls.

Beyond the Numbers

Specific industry KPI’s & reports, timely financial reporting, and 30-day, 90-day, semi-annual, and annual check-ins with your CRM to ensure we are providing exceptional service.

Year End Wrap Up

We pull it all together with annual business tax filings, audit prep work, year-end financials, and engagement re-evaluation.

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Understand Industry

Identify industry and software challenges and create customized project objectives and a path to success.

ANALYZE

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Gather Information

Examine specific client accounting and/or bookkeeping challenges to help inform the best approach to serving our future partner.

When you partner with Plumb, you'll have access to a dedicated team of accounting professionals who can provide a wide range of services, from financial planning and analysis to payroll processing and beyond.

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Outsourced CFO services

CFO Services

Outsourced Controller Services

Controller Services

Outsourced Accounting Manager Services

Accounting Manager Services

Outsourced Staff Accountant Services

Staff Accountant Services

Helping Small Business

We started as a small business almost 30 years ago, and we understand the accounting challenges small businesses face. From payroll to managing financial statements to detailed financial reports, you need an entire accounting department to handle the load but don’t have the budget. 

Our outsourced accounting services can handle your financial planning needs, whether you’re just getting off the ground, or are an established small business looking for a better way to handle your financial data.

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Examine Data

Deep dive into the financial and operational data of our clients for a comprehensive understanding of their current cash flow and accounting needs.

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Propose Solution

Present customized, scalable outsourced accounting solutions to overcome short and long-term challenges.

ACCELERATE

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Engage with the Client

Create financial clarity and peace of mind with customized financial reporting, streamlined processes, and internal controls.

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Beyond the Numbers

Specific industry KPI’s & reports, timely financial reporting, and 30-day, 90-day, semi-annual, and annual check-ins with your CRM to ensure we are providing exceptional service.

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Year End Wrap Up

We pull it all together with annual business tax filings, audit prep work, year-end financials, and engagement re-evaluation.

ACHIEVE

Get Started with Plumb Accounting Services

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Let Plumb be your accounting team. We'll handle the bookkeeping, you handle the growth.

Ready to save time and money while having the financials you need? We have a simple and straightforward onboarding process for new clients.

  • 1

    Schedule an initial consultation.

    During the initial call, we'll learn more about your outsourced accounting and software needs and see how our services can help.

  • 2

    Review and accept proposal.

    We customize our outsourced accounting services to your specific needs and provide a written proposal of estimated cost and timeline.

  • 3

    Begin accounting services.

    From software implementation to payroll services, or any other outsourced bookkeeping support, our team delivers consistent and high quality services.

  • 4

    Gain clarity about your numbers.

    We go above and beyond for our customers to ensure you have clarity and peace of mind about your financials.

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