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.
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.
Construction
& Real Estate
Manufacturing
& Distribution
E-Commerce
Professional Services
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:
Analyze
Assess the current state and key challenges.
Accelerate
Optimize processes, procedures, and performance.
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 IndustryIdentify industry and software challenges and create customized project objectives and a path to success. |
 |
Gather InformationExamine specific client challenges |
| ACCELERATE |  |
Examine DataDeep dive into the financial and operational data of our clients for a comprehensive understanding of their accounting needs. |
 |
Propose SolutionPresent customized, scalable solution to overcome short and long-term challenges. |
| ACHIEVE |  |
Engage with the ClientCreate financial clarity and peace of mind with customized financial reporting, streamlined processes, and internal controls. |
 |
Beyond the NumbersSpecific 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 UpWe pull it all together with annual business tax filings, audit prep work, year-end financials, and engagement re-evaluation. |
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
Identify industry and software challenges and create customized project objectives and a path to success.
Propose Solution
Examine specific client challenges to help inform the best approach to serving our future partner.
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.
Get Started with Plumb Accounting Services
Ready to save time and money while having the financials you need? We have a simple and straightforward process for new clients.
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.
Review and accept proposal.
We customize our services to your specific needs and provide a written proposal of estimated cost and timeline.
Begin accounting services.
From software implementation to accounting support, our team delivers consistent and high quality services.
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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