Accounting Management Solutions Blog

January 7, 2021
Personal Income Tax Organizer: Preparing your Financials for Filing Tax Returns

Personal Income Tax Organizer, an Outsourced Recordkeeping Solution by Plumb Family CFO In this client case study, Plumb Family CFO gives an overview of the recordkeeping and accounting services that go into putting together a personal income tax organizer that streamlines year-end tracking and creates financial organization in order to file tax returns. Client: High-net-worth […]

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December 31, 2020
We’re Evolving Our Company Name to Plumb

  We are proud to announce the launch of our new company name as part of the ongoing development of our company’s brand. By rebranding ourselves as Plumb, we are doubling down on our assurance to serve with stewardship—all with the highest quality accounting products and services available in today’s market. Since our founding in […]

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October 8, 2020
Webinar: Securing the Remote Worker with a Long-Term Solution

Register now Our ultra-secure cloud infrastructure allows clients and financial managers to maintain full access to their bill pay workflow without compromising the security of confidential personal information.  On October 29th, tune in to hear from our partners and leaders in secured office solutions, Dave Tuckman of Secure Smart Office and Mike Dowdy of Fiber […]

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October 5, 2020
Sage recognizes successful consulting from Plumb

When VFS Fire and Security Services was tasked to migrate their software from American Contractor to Sage 100 Contractor, they turned to Plumb to help with the transition and data migration. Now that Sage 100 Contractor is running up-to-speed for VFS Fire & Security Services, the company can make clear-sighted decisions based on accurate financial […]

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September 17, 2020
Webcast: Access Data Across Construction Entities

Webcast – Access Data Across Construction Entities   Register now Multi-entity consolidation in minutes, not days If you often find yourself working outside your accounting solution to manage multiple locations with manually updated spreadsheets, you may be outgrowing your current system.  Growth should always be a good thing, so you need a financial management solution […]

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September 11, 2020
Sage Paperless Construction – Document Management, Routing and Approvals for Construction

Looking for ways to streamline your process, improve efficiency and reduce waste? Find out in our newest webinar: Sage Paperless Construction!   In this webinar, Olivia Roemer reviews the features and functionality within the Sage Paperless Construction platform. Learn how to manage documents, route AP invoices and other documents around for approval and take your […]

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