The client’s staff was unfamiliar with how to handle brokerage account reconciliations, nor did they know how to manage schedules, or how to correctly state realized and unrealized gains. Their CPA always had questions that they were unable to answer.

“It was unexpected how much help we needed with the transition and audits. Plumb came in and hit the ground running. They handled every level of auditing and financial help we needed,”

Plumb was initially brought on board with an overall goal of improving processes and systems to attain financial transparency and assist with the yearly audit. Currently, Plumb provides full outsourced accounting services.