Thumbnail July 6, 2021
How to Reconcile a Brokerage Statement in QuickBooks | Accounting Tips

Reconcile a Brokerage Statement in QuickBooks: How-To Video Instructions In this accounting tips video, you will get step-by-step instructions on how to read and reconcile a brokerage statement in QuickBooks. Before you reconcile a brokerage statement in QuickBooks, it is important to understand the basics of what a brokerage account is. Consider outsourcing your QuickBooks accounting needs […]

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Thumbnail February 17, 2021
Startup Accounting Advice: 7 Tips from a Fractional CFO to help startup companies

In need of some startup accounting advice? As an outsourced accounting firm, we have a team of financial experts who understand the unique needs of the startup industry. We can handle everything from the bookkeeping, general accounting and producing monthly financial statements, while also stepping in to provide startup accounting advice from a CFO perspective. Justin Atneyel, Regional Director […]

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Thumbnail January 27, 2021
Top Accounting Functions to Outsource

Accounting functions, think you’re ready to have them be outsourced? From start-ups to well-established firms, many companies turn to outsourcing as an option to handle low-impact accounting functions. In order for companies to be successful with high-level finance strategies, it’s best to have non-core accounting tasks be handled by an efficient and cost-effective bookkeeper or […]

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Thumbnail December 4, 2017
Construction Industry Year End Planning

Working with over 250 contractor clients, Plumb understands the construction industry year end planning needs. Whether you are working on closing your books or upgrading your construction accounting software, here are 7 tasks to help you get started. Construction Industry Year End Planning Task 1: Tax Planning Timeline: November mid-month Who: Owner, Accounting, CPA When […]

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Thumbnail November 22, 2016
10 Reasons to Work at Plumb

In the spirit of Thanksgiving, Plumb shares their top reasons why they are thankful to work at Plumb. In no particular order, here are some of their opinions. 1. Location: Plumb has four office locations in California, including downtown La Jolla, Newport Beach, Rancho Santa Fe and Ontario.  The main headquarters is in La Jolla, […]

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November 14, 2016
Top Ways that Plumb Family CFO Works with Trusted Advisors

Bringing Professional Insights to Personal Finances At Plumb Family CFO, we streamline the efforts of our client’s trusted advisors to ensure that all aspects of their financial life are working together in a strategic and efficient manner. A collaborative implementation with all of our client’s professional advisors leverages their total expertise and gives everyone the […]

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