Your Financial and Personal Concierge
Plumb Family CFO acts as a “modern family office” and will assist with a myriad of tasks associated with managing your personal financial life. Our services can be customized to meet the needs of any situation, with a wide range of special projects, including financial reporting to bill pay and outsourced executive assistance to your personal concierge needs.
Personal Accounting Services:
- Bill Payment & expense tracking
- Bank & Credit Card Reconciliation
- Investment Accounting Reconciliation
- Monthly Financial Statements
- Entity Bookkeeping
- Cash Flow Management
- Personal Financial Reporting & Analysis
- Payroll Services for household employees
- Budgeting
- Foundation Accounting
- Trust Accounting
- Insurance Coordination & Oversight
- Annual Tax Organizer
Outsourced Personal/Executive Assistant Services:
- Personal Concierge
- Calendar Management
- Appointment Setting
- Travel Arrangements
- General Errands
- Mail Services
- Vendor Management
- Property Management
- Household Staff Management
- Project Management
- Relocation Assistance
- Deliver/Repair Waiting