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 June 29, 2021
Keys to a Successful Onboarding of a High-Net-Worth Client

The “White-Glove” Experience of a High-Net-Worth Client Starts at Onboarding for Plumb Family CFO The onboarding of a high-net-worth client sets the tone of the entire relationship according to Plumb Family CFO, which provides family bill pay, consolidated personal reporting and cash flow management services exclusively to the high-net-worth.  As you can image, there is […]

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Thumbnail March 21, 2021
Family Bill Pay Services: Organize Your Financial Life

Family Bill Pay Services | Personal Bill Pay by Plumb Family CFO Family bill pay services is a featured offering of Plumb Family CFO.  Depending on need and the complexity of your financial affairs, family or personal bill pay can be a stand alone service or used in conjunction with financial reporting, budgeting or expense […]

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Thumbnail March 3, 2021
Five Signs That You Need a Back-Office Family CFO

What is a Back-Office Family CFO? At Plumb Family CFO, our idea of a “Back-Office Family CFO” is a team of outsourced accountants who handle the financial reporting, bill pay, and cash flow management of a high-net-worth family, rather than having one single Family CFO who takes care of all the tasks associated with a […]

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Thumbnail January 23, 2019
Ultra-High-Net-Worth Investor Gains Clarity with Plumb Family CFO Services

Providing an Entrepreneur with Up-to-Date & Consolidated Financial Data for a Clear Picture of Wealth Case Study: Ultra-High-Net-Worth Investor & Business Owner Client: Ultra-high-net-worth entrepreneur with multiple business investments, rental properties and luxury yacht. Net-Worth: $150 Million + Background: An entrepreneur who recently sold one of his businesses needed help with his personal accounting, tracking […]

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Thumbnail October 16, 2017
Paperwork Relief after a Natural Disaster: Guidance on how to start managing the chaos

4 Steps for Paperwork Relief: After experiencing devastating natural disasters in the past weeks, those who were affected are trying to get back on track and find paperwork relief. Besides numerous other steps, victims need to document their losses and damages, checking their records and embracing lots of paperwork. Since various issues need to be […]

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Thumbnail July 6, 2017
Family Office Services | FAQ | Plumb Family CFO

Family Office Services from Plumb Family CFO Frequently Asked Questions… The family office services of Plumb Family CFO were developed to help clients navigate through their complex financial life.  By providing personal financial management with consolidated reports and timely bill pay, it gives a clear picture of our client’s wealth and the analysis needed to […]

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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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Thumbnail July 8, 2016
Personal Concierge Services for the Frequent Traveler

Are you ready for your summer vacation? Luxury travel and relaxation is a top priority for many of our Family CFO clients.  With their extended stays away from home, many entrepreneurs and affluent families have a lot of responsibilities to keep organized. At Plumb Family CFO, our goal is to add simplicity and clarity to […]

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Thumbnail February 1, 2012
To Hire, or Not To Hire: Employee vs. Independent Contractor

To Hire, or Not To Hire: Employee vs. Independent Contractor by Anneke Stender – VP, Family CFO  You’re an ambitious small business owner with a steadily growing operation. Lately your human capital is spread thin – you and your small staff are getting overwhelmed. The imminent future: your growth is going to plateau and turn south. […]

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