Plumb Family CFO in La Jolla Welcomes Kate Harvey

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Kate Harvey Named Client Relationship Manager

La Jolla, CA – June, 2018 – Plumb Family CFO in La Jolla, an outsourced accounting firm, focusing on providing financial reporting services and family bill pay for the high-net-worth, is pleased to announce that Kate Harvey has been named Client Relationship Manager. In this role, Kate will oversee a team of Accounting Managers, Staff Accountants and Bill Pay Specialists with a complex portfolio ranging from high-net-worth families, their businesses, trusts and foundations.  She has extensive experience managing and maintaining accounting operations, transaction-processing operations, and creating policies and procedures. She works with clients to produce timely and accurate financial statements with supporting schedules to help them make better decisions.

Personal Accounting Services & Family CFO in La Jolla

Established in 1996, Plumb has been offering outsourced accounting and bookkeeping services for companies and individuals with complex accounting and bill pay requirements.  Office locations for personal financial reporting, bill pay and services for Family CFO in La Jolla, Rancho Santa Fe, Newport Beach and working with clients throughout the United States, Puerto Rico and abroad.

Plumb Family CFO acts as a “modern day family office” or back-office Family CFO and will assist with a myriad of tasks associated with managing your personal financial life. Services can be customized to meet the needs of any situation with a wide range of special projects, including:

  • Bill paymentGet a Quote today
  • Cash flow managment
  • Personal financial reporting & analysis
  • Bank & credit card reconcilation
  • Payroll services
  • Personal concierge
  • Mail services

Kate Harvey with Plumb:

Prior to joining Plumb Family CFO in La Jolla, Kate held positions as Controller, Manager of Operations Reporting and Senior Business Analyst for several industries, including real estate development, construction, manufacturing, nonprofit organizations and publicly traded companies. Kate served as a Senior Auditor at Grant Thornton (New York) and PriceWaterhouseCooopers (Pitt).

She earned her Bachelor of Science Degree in Accounting from Penn State University where she was a member of the Accounting Society and Beta Alpha Psi. Kate currently serves on the Board of Directors as Treasurer for Tap Fever, a non-profit which provides accessible dance opportunities to people of all ages, with and without disabilities.


Are you ready to simplify your financial life and take true control of your wealth?

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