Why Plumb Family Office Accounting & Bill Pay?

We understand the unique needs of high-net-worth clients. Plumb Bill Pay is a high-touch technology family office accounting and bill pay service provider whose services are custom designed to meet the needs of high-net-worth and ultra-high-net-worth clients.

Family Office Accounting Services Offered:

  • Investment Accounting Reconciliation
  • Private Equity Tracking
  • Consolidated Financial Reporting
  • Entity Bookkeeping
  • Cash Flow Management
  • Financial Reporting & Analysis
  • Budgeting and Cash Flow Projections
  • Foundation Accounting
  • Trust Accounting
  • Insurance Coordination & Oversight
  • Annual Tax Organizer

Bill Pay Services Offered:

  • Bill Payment
  • Reconciling Credit Card Transactions
  • Reconciling Bank Statements
  • Power of Attorney – Signature Services
  • Expense Categorization
  • Track Charitable Contributions
  • Monitor Credit Card Activity
  • Monthly Cash Flow Report
  • Year-End Reconciliations
  • General Ledger Review
  • Supply Supporting Documents to CPA or Advisor for Taxable Deductions
  • Analysis of Expenses
  • Background Checks
  • Prepare and File 1099s & 1096s
  • Check Processing
  • Wire and ACH Transactions