Plumb Bill Pay Team Grows with Turnkey Solution for Family Offices

bill pay team

Plumb Bill Pay Team | New Hires & Promotions

Plumb Bill Pay team expands staff as the outsourced solution for family offices and the high-net-worth grows with demand.

La Jolla, CA – April 2019 – TAG, an outsourced accounting and bill pay firm for affluent families and family offices, is pleased to recognize new members of the bill pay team.  Plumb Bill Pay has become a preferred vendor for the some of the country’s top family offices and wealth management firms.  As a trusted and highly regarded bill pay firm, Plumb is able to deliver accounts payable, cash flow reporting, wire transactions, expense tracking and recordkeeping services.

The bill pay organizational structure for Plumb is setup so there are checks and balances with different levels of review and secure access. This allows for stricter security measures, while also making sure the client receives the best customer service.  A proactive approach to bill pay means that the AP Associates are able to monitor cash flow and credit card activity for discrepancies.

Bill Pay Team Promotions:

Plumb has been providing outsourced accounting services and financial reporting since 1996, and brings a world-class approach to service. The Family CFO division at Plumb and the outsourced bill pay solution, caught the attention of one of the Nation’s top family offices and was developed as a stand-alone service.  It continues to evolve, and most recently, saw the expansion of new employees with several bill pay team promotions, including:

Bill Pay Services

Accounts Payable Supervisor: Jennifer Silva-Reis

bill pay team

Accounts Payable Lead: Jocelyn Pereira

Plumb Bill Pay team

Accounts Payable Lead: Jana Oles

When a new bill pay client comes on board, they are assigned to a Plumb Bill Pay team. The team is formed with a Client Relationship Manager, AP Supervisor, AP Lead, and AP Associates, while also having additional Power of Attorney’s for the necessary signatures and oversight.  For more information on Plumb’s Bill Pay 7-Step process, view this slide show.

Bill Pay Team Structure:

Bill Pay Team

Discover how Plumb’s Bill Pay can be a solution for your family office. Fill out our form to get started with a proposal or consultation.

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: