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 means better financial insights that help deliver results for your business.

ThinkPlumb™

Clarity in Accounting.
Stewardship in Service.

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We've been in business for decades.

We’ve been providing outsourced accounting solutions since 1996, and our leadership team has prior experience directly in the industries we serve.

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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 accounting needs for your business.

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We invest in our people.

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

Our Key Industries

In our 25+ years in business, we’ve focused on serving a few key industries to provide an unmatched level of experience and support. We’ve worked with hundreds of businesses in each of these industries to provide customized accounting services and software solutions to help their businesses grow.

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Construction
& Real Estate

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Manufacturing
& Distribution

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E-Commerce

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Professional Services

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Family Office Accounting

Our Software Expertise

Not every accounting software is the same, and accountants must thoroughly understand the nuances of each to be productive and efficient. When you work with Plumb, you’re working with expertly trained accountants with a deep understanding of the software and your industry.

Our Approach to 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:

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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 7-Step Business Accounting Process

Based on our business accounting experience of working with more than 1,000 companies, Plumb has developed a 7-Step Process to help our clients succeed by 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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ANALYZE

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Understand Industry

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

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Gather Information

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

ACCELERATE

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Examine Data

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

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Propose Solution

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

ACHIEVE

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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.

Get Started with Plumb Accounting Services

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

  • 1

    Schedule an initial consultation.

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

  • 2

    Review and accept proposal.

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

  • 3

    Begin accounting services.

    From software implementation to accounting 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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