February 1, 2022
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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December 22, 2021
Top Ways that Plumb Family Office Accounting Works with Trusted Advisors
Bringing Professional Insights to Personal Finances At Plumb Family Office Accounting, 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 […]
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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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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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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 […]
Read More10 Reasons to Work at Plumb
1. Location: Plumb has multiple office locations in California, including downtown La Jolla and Newport Beach. The main headquarters is in La Jolla, only steps away from the famous La Jolla Cove. With the expansion of office space outside of La Jolla, Plumb is able to conveniently work with clients throughout Southern California. 2. Plumb […]
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