Press Release: Back-Office Accounting Firm Adds CPA to the Team
Plumb Welcomes Suzanne Slatkin, CPA as Client Relationship Manager For La Jolla Office
La Jolla, CA – December 2019 – Plumb, a premier back-office accounting firm, specializing in outsourced accounting services for companies and high-net-worth families, is pleased to announce that Suzanne Slatkin, CPA has joined as Client Relationship Manager. In this role, Slatkin manages a team of back-office accountants and she provides Controller-level services for business clients in various industries and entrepreneurs with a complex financial life.
“Suzanne makes a great addition to our team,” said Anneke Stender, EVP of Plumb. “Her wealth of experience, including a wide range of accounting functions, budgeting, taxation and financial planning, brings a new level of expertise for our clients and staff,” she said.
Prior to joining Plumb, Slatkin worked for a CPA firm and back-office accounting company near Washington, D.C. With over 25 years of accounting experience, she has managed high-net-worth clients with almost $1 Billion in assets and 40+ entities concurrently. In addition, she provided financial statement preparation, reporting and analysis in accordance with GAAP for corporations, partnerships and nonprofit organizations.
Slatkin helps Plumb’s office in La Jolla and has a portfolio of clients across the country who require consolidated financial statements, general ledger upkeep, revenue recognition, cash flow projections, and general accounting functions.
As a Client Relationship Manager, Stalkin provides Controller-level back-office accounting for high-net-worth individuals, their companies, foundations, trusts and nonprofit organizations. She also oversees accounting staff to perform financial services that include remote bookkeeping, reconciliations, bill pay and consolidated reporting. As a back-office accounting firm, Plumb works with companies and individuals who are seeking a solution to their personal accounting and business accounting needs.
What is a Back-Office Accounting Firm?
TAG is an outsourced accounting firm, which can also be considered a back-office because it is not a client-facing function. The back-office accounting functions can take place on a virtual basis because these are the general day-to-day and monthly tasks that can be handled off-site. Since they are operational roles, many companies consider back-office accounting, so they do not have to hire internally and keeps costs low. With software technology and QuickBooks Online , back-office accounting staff has become more popular. Plus, companies can enlist the help of outsourced accounting firms who specialize in certain industries and services, such as bookkeeping, bill paying and Controller-level oversight.
Back-Office Accounting Functions:
- General bookkeeping
- month-end financial statements; balance sheet; profit & loss
- bank and credit card reconciliations
- Family CFO services
- bill pay services; AP & AR
- Interim help and project-based work
- accounting clean-up
Contact Plumb for a free consultation with an accountant today.