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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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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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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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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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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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 […]
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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 […]
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January 23, 2021
Know Your Net Worth: Personal Bookkeeping & Bill Paying Services
Personal bookkeeping & bill paying services help keep your financial life on track. Do you know your net worth? It is a simple math equation. Your net worth equals your assets minus your liabilities. For those with a complex financial life, it can be a challenge to determine this calculation. You must first assign values […]
Read MorePlumb Bill Pay Implements a Check Fraud Solution with Cheque-Guard
The Cheque Guard Suite of Products is the Industry-Leading Answer to Combating Check Fraud. Press Release – Check Fraud Solution for Plumb Bill Pay Plumb Bill Pay, a premier back-office accounting, financial reporting and bill pay firm for family offices and the high-net-worth, is pleased to announce a partnership with Cheque Guard and their check […]
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