Plumb’s Family CFO Practice Sees 20-Plus Percent Growth In 2009

Division Head Anneke Stender grows business despite economic climate; expects trend to continue this year.

SAN DIEGO – January 20, 2010 – Plumb, Southern California’s premier outsourced accounting consultancy, announced today that its Family CFO Practice grew more than 20 percent last year, despite the recession.

Division Head Anneke Stender successfully engineered the increase in revenues, and expects the trend to continue this year.

“We’ve got a unique and competitively advantageous approach of applying a controller-level’s financial insight to managing personal finances, and that enables us to excel at high-net-worth accounting and financial consulting,” said Stender. “This strategy ensures that we stay committed to simplifying our clients’ lives through a Personal Financial Concierge service.”

Plumb’s Family CFO Practice covers three critical financial management functions:

Analyze – Review each client’s unique needs in areas of financial goals, insurance and trust as well as the historical performance of their current accounts.

Accelerate – Implement systematic and effective management practices for all areas of an individual’s financial life, including cash flow and bill payment as well as banking, credit and trust accounts.

Achieve – Continual monitoring of monthly financial statements, year-end tax issues, insurance support and trust management to keep each client on track with their current and future financial needs.

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