We’ve Moved our Newport Beach Office

Press Release:

For Immediate Release

Plumb Announces Newport Beach Office Relocation

Newport Beach, CA – July 2015 – TAG, Southern California’s premier outsourced accounting consultancy firm, announces its move to 100 Bayview Circle, Suite 270 Newport Beach, CA  92660.

Plumb expanded into Orange County in early 2014 and has experienced rapid growth, adding new clients and employees.  The office space is larger, with updated features and centrally located to better serve our clients and the continued growth of team Plumb.

“The Newport Beach office solidifies Plumb’s presence in Orange County as the top Family CFO office, serving the high-net-worth with their personal accounting and executive assistance needs,” said Kerri Kelley, Customer Relationship Manager of Plumb Family CFO.

With over 100 clients, Plumb Family CFO works in partnership with wealth managers, CPAs, private bankers, and attorneys to ensure the highest quality data and financial reporting for planning needs.  In addition to personal accounting services, Plumb provides corporate outsourced accounting and software solutions, including Sage and NetSuite.

The Newport Beach office is located at: 100 Bayview Circle, Suite 270, Newport Beach, CA 92660.  The office phone number is 949-447-5060.

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, Ontario, CA and Reno, NV.


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