Plumb Creates Niche with Bill Pay Services and Announces Staff Promotion

Plumb Bill Pay Services

Plumb Bill Pay Services: Press Release

Plumb Announces Promotion for Bill Pay Services Division

Jennifer Silva-Reis Named Accounts Payable Supervisor for Plumb Bill Pay Services, an Outsourced Solution for Family Offices and Individuals with a Complex Financial Life

Bill Pay Services

La Jolla, CA – April, 2019 – TAG, a premier outsourced accounting and financial reporting firm for affluent families and entrepreneurs, is pleased to announce that Jennifer Silva-Reis has been promoted to Accounts Payable Supervisor for the Bill Pay division. In her expanded role, Silva-Reis will manage a team of accounts payable experts and handle a complex portfolio of high-net-worth clients.

“We are happy to announce the promotion of Jennifer Silva-Reis as she has been fundamental in helping steer our Bill Pay division,” said Anneke Stender, Executive Vice President of Plumb. “Her dedication to handling client relations and overseeing the day-to-day functions makes the division run smoothly,” she said.

Plumb Bill Pay services is growing at a rapid pace with the onboarding of at least one new client per week. Silva-Reis has several internal AP teams that report to her, all working in conjunction to provide bill payment, manage wire transfers, perform account reconciliations and track expenses for clients.

Silva-Reis was hired as an Accounts Payable Lead and within her first year at the firm she was promoted to a supervisory role. Prior to joining Plumb, she held accounting positions at a San Diego nonprofit organization and corporate advertising agency.  She also served as a Finance Specialist at a local San Diego community bank.

Plumb Bill Pay Team Structure

Bill Pay Services


TAG has been specializing in financial reporting and accounting services that cater to the high-net-worth and their family offices for over a decade. By providing a holistic view of assets and financial holdings, it gives clients and their personal financial team clear data. This helps establish budgets and develops the foundation for implementing wealth strategies.

“Our clients were already utilizing components of bill pay as part of their back-office accounting setup,” said Robert Scherer, President of Plumb. “We decided to build-out the platform as a more robust service offering with bank level standards of security,” he said.

Plumb Bill Pay offers a range of deliverables, including bill payment and recordkeeping, expense tracking, cash flow reporting, vendor management and mail management services. There is complete account production with bank-level security measures and a cloud infrastructure for real-time 24/7/365 network monitoring and detection. All sensitive information is encrypted and uploaded to the client’s private cloud portal with two-factor authentication for login.

“This high-touch, secure, and reliable solution gives our clients a resource to offload their household bill paying and recordkeeping tasks,” said Robert Scherer. “With this new service for the high-net-worth and their family offices, we were able to capitalize on a gap in the marketplace for bill pay management,” he said.

About Plumb:

Founded in 1996, Plumb’s mission is to help companies and individuals achieve their business and financial goals by providing an unparalleled array of customized, effective and trusted outsourced accounting services, including bill pay and fractional accounting support and software solutions.

Plumb works with clients across the country and has three office locations in Southern California: 1227 Prospect Street, Suite 200, La Jolla, CA 92037; 16904 Via de Santa Fe, Rancho Santa Fe, CA 92067 and 100 Bayview Circle, Suite 270, Newport Beach, CA 92660.

Want to learn more about Plumb Bill Pay Services?

Contact Plumb

  • This field is for validation purposes and should be left unchanged.

Bill Pay Services: New Client Questionnaire

Please complete the following information to the best of your knowledge to assist us in preparing a proposal for services. The information provided should just entail the assets and transactions that would be tracked by Plumb if engaged.
  • This field is for validation purposes and should be left unchanged.

Related Posts: