Plumb Family CFO Appoints New Client Relationship Manager

Press Release

For Immediate Release:

Plumb Family CFO Appoints New Client Relationship Manager

Kerri Kelley Brings over 15 years of Experience in the Accounting and Business Management Field to Strengthen Resources for Outsourced Family Accounting Division

Kerri Kelley
Kerri Kelley
Plumb Family CFO

Newport Beach, CA – February 2015 – TAG, Southern California’s premier outsourced accounting and enterprise software consultancy firm is proud to welcome Kerri Kelley to the team as Client Relationship Manager for the Family CFO division.  In this role, Kelley will work directly with clients, providing controller-level services for corporate clients in various industries and high-net-worth families.  She will also manage a team of Client Associates and focus on new business development in Orange County.

“Kerri’s wealth of experience and innovative accounting background has already made her a key addition to Plumb,” said Anneke Stender, Executive Vice President of Plumb. “We are very fortunate to have found someone of Kerri’s caliber to fulfill this role.”

Originally, Kelley’s career started in Corporate Marketing where she was a key player in managing a re-branding initiative.  In 2001, she trained under a CFO to perform full cycle accounting and quickly became the firm’s Corporate Controller and Business Manager for ten years following.  Kelley is a seasoned accounting professional and has in-depth knowledge of budgeting, inventory controls, job costing and the preparation of financial statements.  She has proven ability to implement process improvements and organizational measures to increase productivity and support key initiatives to increase profitability.

As a Client Relationship Manager for the Plumb Family CFO division, Kelley will manage a team that provides outsourced Controller-level services, financial reporting, bookkeeping and bill pay to a variety of companies and high-net-worth individuals and families in the Southern California region.

Kelley earned a B.A. degree in Psychology, from the University of California, Irvine.  She is in the process of earning PMP® certification from the University of California, Irvine (Extension).

About Plumb

Founded in 1996, Plumb’s mission is to help entrepreneurial companies and high-net-worth individuals achieve their business and financial goals by providing unparalleled array of customized, effective and trusted accounting services, software and counsel.  Through proprietary systems, Plumb becomes a highly effective extension of internal client operations, ensuring timely, dependable and cost-effective results.  In addition to outsourced accounting services, Plumb is an Authorized Sage Partner and NetSuite Solution Provider.

Plumb is headquartered in La Jolla, CA, with additional offices in Newport Beach, CA, Rancho Santa Fe, CA and Reno, NV. 

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