Accounting Services
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Outsourced Accounting

Expertly trained accountants with a deep understanding of the software and your industry,

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Family Office Accounting

High-touch technology family office accounting services that ensure security and privacy.

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Bill Pay

Outsourced bill pay solution with cash flow reporting and tracked expenses.

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 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
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Our Key Industries

Expert knowledge and high-quality software solutions for our 5 key industries.

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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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E-Commerce

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

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Professional Services

Streamline financial operation and increase overall profitability to enable faster and smarter decisions.

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Family Office Accounting

High-touch technology family office accounting services that ensure security and privacy.

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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
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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.

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
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Sage Software

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

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Sage Intacct

Automate the critical processes, reduce the spreadsheet headaches, and get greater visibility into real-time business performance.

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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 Solutions

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

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 constriction firm.

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

Learn more about the Plumb leadership team.

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The Plumb Promise

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Careers

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

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.

30 Days of Giving at Plumb: Week 1

Posted on November 1, 2022 at 1:07 PM
Written by Plumb

Plumb is thrilled to kick-off our first annual 30 Days of Giving on November 1st. For the next month, we are going to highlight our superstar employees and the organizations they support. As we launch into the Holiday season, we want to recognize our Plumb team members for all the fantastic, important, and selfless work they do outside of the office.

One of the great parts of working at Plumb is that we foster a Community of Caring. We care about our clients, we care about our employees, and we all care about giving back to our communities. 

Plumb prides itself on our incredible employees who give 110% at work, and who are also caring, generous, and thoughtful members of their communities - wherever those communities are across the globe.

Our first week we are highlighting two employees and their wonderful charities.

Azar Khojasteh, who works in our Family Office Accounting & Bill Pay Division, supports Rachel's House Women's Center of San Diego. She's been working with Rachels House since 2014, has built a relationship with the staff, and has made amazing connections with the women of the shelter. Azar said:

"Women who suffer from homelessness are already vulnerable on the streets, but giving them that safe place to clean and care for themselves is so important."

Azar

Rachel’s House offers services for women who are living on the street, or who may not have any resources or little to no income. They provide shelter for 35 women nightly, and give them dinner, replacement clothing, bathroom, shower, laundry facilities, their own bed, and breakfast in the morning.  

Azar realized that Rachel's House struggled to provide a hot breakfast for their visitors, so she got to work, and with the help of her boyfriend, they cooked up a delicious, hot breakfast and delivered it to the women. Azar said they were simply overwhelmed, and so grateful and appreciative.

And we are grateful to Azar for being such a caring person - and a wonderful Plumb team member!

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Amanda Laserson, who runs the Marketing for Plumb, supports Cycle for Survival. This is a national event that is held over various weekends from February – May and raises funds for rare cancer research at Memorial Sloan Kettering Cancer Center. The energy and spirit of the day is breathtaking and inspiring. 100% of the proceeds go directly back to MSK’s rare cancer research within 6 months of the rides.

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Amanda has been participating in this annual fundraiser for the past 7 years. She explained: “I participate in Cycle for Survival every year. I ride because MSK saved my life nearly 7 years ago, shortly after I was diagnosed with Multiple Myeloma and Light Chain Deposition Disease. I underwent 16 rounds of chemo, followed by a stem cell transplant during which time I spent 17 days in the hospital. This was then followed by a 100-day period of isolation and recovery at my home. I promised that I would do anything I could to help others who were facing a similar, frightening diagnosis as soon as I was able to do so. I’m so incredibly grateful to MSK, and all my friends and family who have supported me along the way, and I’m even more grateful to be in complete remission (knock wood).”

If you would like to learn more about Rachel's House or Cycle for Survival, their websites are linked above and below, or you can reach out to us at Plumb and we'd love to help you get involved.

We'd like to thank Azar and Amanda for sharing their stories and their causes with us!

Learn more about these amazing causes:

Rachel's House Women's Center of San Diego

Cycle for Survival

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