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  • Accounting Services

    Accounting Services

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      Outsourced Accounting

      Expertly trained accountants with a deep understanding of your industry and the right software tools.

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      Fractional CFO & Controller

      Whether you're navigating growth stages or optimizing current operations, the expertise of a fractional CFO or controller can be transformative.

    Schedule a consultation

    Resource Center

    What Are Outsourced Accounting Services, and Do I Need Them?

    If you are asking yourself these two questions, you’ve come to the right place.

    What's the Difference Between a CFO and a Controller - and What Do I Need?

    Although these two important roles are sometimes viewed as interchangeable there are important differences between them.

  • Industry Expertise

    Industry Expertise

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      Construction & Real Estate

      Real-time financial data and integrated job costing to generate reports and improve accountability.

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      Manufacturing & Distribution

      Track billing of materials, implement inventory control systems, manage supplier base, and reduce unnecessary costs.

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      Ecommerce

      Our team has the expertise needed to navigate deposits, refunds, chargebacks, and processing fees to maximize efficiency.

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      Professional Services

      Our team has the expertise needed to navigate deposits, refunds, chargebacks, and processing fees to maximize efficiency.

    Schedule a consultation

    Resource Center

    Why does industry expertise matter?

    Industry focus allows us to be experts in the accounting needs of the companies that operate within these industries.

    Why Plumb Works With These Industries

    This is another one of our favorite questions. The answer is easy: we know these industries.

  • Software Expertise

    Software Expertise

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      Sage Software

      Innovative software to manage your accounting, people, payroll, payments, and more.

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      NetSuite Software

      Integrated cloud business software suite, including business accounting, ERP, CRM and ecommerce software.

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      QuickBooks Software

      Scalable solutions for reporting, transactions, month-end close, analysis, and more.

    Schedule a consultation

    Resource Center

    QuickBooks to NetSuite Migration: A Comprehensive Guide

    Migrating from one accounting software platform to another is a critical undertaking for businesses. This is especially true when considering a transition from QuickBooks to NetSuite. 

    How do I know which Software is right for my company?

    Selecting the “right” software for your company might seem like an overwhelming task, but we’d like to help make this process easier for you.

  • Sage

    Sage

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      Sage Software

      Innovative software to manage your accounting, people, payroll, payments, and more.

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      Sage Intacct

      An innovative cloud financial system that helps businesses streamline and automate their core financial processes.

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      Sage 300 CRE

      Sage 300 Construction & Real Estate connects finances and operations to help ensure maximum profit.

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      Sage 100 Contractor

      The all-in-one construction software that goes beyond basic accounting to put you in total command of your projects.

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      Sage Estimating

      Build bids quickly and precisely, plus integrate with other Sage software solutions to streamline operations.

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      Sage Paperless

      Easily store, retrieve, and route documents for accounting and operations.

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      Sage Service

      Streamline service calls and construction projects from start to finish with web-based real-time information.

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      Additional Services

      Add-on these services to improve workflow and enhance data and analytics.

    Schedule a consultation

    Resource Center

    How and When to Choose Construction Accounting Software

    The right tools can help you manage your construction projects efficiently, provide clarity of your finances, and ultimately help improve profitability and job success.

    5 Types of Visibility Every Construction Firm Should Have

    Here we list 5 key elements to help capture insights that are pivotal to running an efficient and lucrative construction firm.

  • About

    About

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      About Plumb

      Plumb seeks to empower business owners and leaders to gain clarity about their financials to grow their business.

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      Case Studies

      Learn more about our work with clients in a variety of different industries.

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      Meet the Team

      Meet our dedicated and experienced leadership team.

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      The Plumb Promise

      We’re on a continuous journey to go above and beyond for our clients.

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      Careers

      Want to join us? Check out our current open positions and apply today.

    Schedule a consultation

    Resource Center

    What can Plumb Do for Your Business?

    At Plumb we pride ourselves on providing “clarity in accounting and stewardship in service.” But what does that actually mean?

    What's the Plumb Promise and What's in it for You?

    We’re on a continuous journey to go above and beyond for our clients. Here’s how we do that.

  • Resource Center
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Plumb Assists Start-Up Accurately Track Cash Flow

By Justin Atneyel | December 29, 2022
start up

“We have a great relationship with Plumb. Whenever we run into problems we can’t handle, Plumb is our resource for business-related answers.”

Read More

Plumb Helps Non-Profit in Time of Staff Transition

By Justin Atneyel | December 29, 2022
Paper people chain with hearts - Teamwork and love concept

“It was unexpected how much help we needed with the transition and audits. Plumb came in and hit the ground running. They handled every level of auditing and financial help we needed,”

Read More

Manufacturing & Distribution Company Finds Clarity with Plumb

By Justin Atneyel | December 29, 2022

“The greatest value Plumb had for us was the ability to clear the fog out of the accounting process… Plumb was able to take over our accounting activities without my involvement,”

Read More

Biotech Company Receives Unparalleled Guidance and Service from Plumb

By Justin Atneyel | December 29, 2022

The long term relationship between AntiCancer and Plumb is based on trust and dependability.

Read More

Restaurant Franchise Receives Best Financial Reporting from Plumb

By Justin Atneyel | December 29, 2022

“Not only did Plumb prove that they could immediately help us with our financial statements but they continue to provide timely, accurate financial information and counsel to help us make better business decisions.”

Read More

Independent Microbrewery Making Smart Decisions Thanks to Plumb

By Justin Atneyel | December 29, 2022

“Plumb immediately came on board as another team member to give us financial insights to help us make better business decisions.”

Read More

Plumb Helps California Non-Profit Streamline Year End Close & Make Smart Financial Decisions

By Justin Atneyel | December 29, 2022

Plumb was initially brought on board with an overall goal of improving processes and systems to attain financial transparency and assist with the yearly audit. Currently, Plumb provides full outsourced accounting services.

Read More

Financial Firm Finds Time & Freedom Thanks to Plumb

By Justin Atneyel | December 29, 2022

Hollencrest Capital viewed Plumb as a virtual CFO and found immediate benefit from their counseling and knowledge.

Read More
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    • Accounting Services
      • Outsourced Accounting
      • Fractional CFO and Controller
    • Industry Expertise
      • Construction & Real Estate
      • Manufacturing & Distribution
      • Ecommerce
      • Professional Services
    • Software Expertise
      • Sage Software
      • NetSuite Software
      • Quickbooks Software
    • Sage
      • Sage Software
      • Sage Intacct
      • Sage 300 CRE
      • Sage 100 Contractor
      • Sage Estimating
      • Sage Paperless
      • Sage Services
      • Additional Solutions
    • About
      • About Plumb
      • Case Studies
      • Meet the Team
      • The Plumb Promise
      • Careers
    • Resource Center
    • Schedule a Consultation
    • Sign up for our newsletter to get periodic insights & actionable business accounting tips.