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.

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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 2

Posted on November 7, 2022 at 2:07 PM
Written by Plumb

As part of Plumb's first annual 30 Days of Giving, we are highlighting 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.

Last week we wrote about Azar and her volunteer work with Rachel's House Women's Center of San Diego, and Amanda and her fundraising efforts for Cycle for Survival.

This week we are putting the spotlight on Laurie Westenberg, Nancy Nelson and Roxana Delgado and their respective causes of The Forest Park Conservancy, The Alzheimer's Association, and Care in Action.

Laurie Westenberg, who is a Controller at Plumb, supports The Forest Park Conservancy in Portland, Oregon.

Laurie shared: “Forest Park is a 5,000+ acre forest in the middle of the city with more than 81 miles of hiking trails.  It’s less than a mile from my house and I spend HOURS on the trails.  I have done a few volunteer activities with FPC over the years including physical trail work (racking and clearing brush) and scouting the trails for damage after big storms.  The last 2 summers I have been a Forest Park Ambassador.  I go out on an assigned stretch of trail and do usage counts, help hikers with trail directions and try to answer questions about the history and ecology of the park.  I LOVE it!

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Thanks, Laurie for your incredible work in nature, and your incredible work at Plumb! 

Nancy Nelson, Plumb's Controller and Head of HR, supports an organization that is very dear to her heart: the Alzheimer’s Association. Nancy tells us: "My dad had Alzheimer’s at the age of 60.  At the time I was 20 and it changed my life.  He was no longer the daddy I knew.  I saw my mom become such an incredibly strong woman.  Prior to my dad’s disease, he had done everything for my mom.  She had never changed a light bulb, did not know how to handle the finances, never had to take care of anything in the house or with the car.  She learned to do it all, and she did it with the most amazing grace.  She cared for my dad with tenderness and love, and with no complaints.

My grandma (dad’s mom) also had Alzheimer’s and I saw my grandpa model for my mom and me the care, compassion, and love for his spouse.  My mother-in-law currently has Alzheimer’s and my husband and I support her with the love and care as was modeled for me.

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Roxana Delgado is one of our wonderful Client Relationship Managers. She shared with us her joy and passion for helping children in foster care. She explains: “I enjoy volunteering as a Guardian Ad Litem for children in foster care, representing them in the court system, and suggesting services that will help them develop and grow in a more stable environment. Helping and protecting children is a passion of mine and I volunteer at local high schools to teach kids about budgeting, credit, and how to manage their personal finances. I also teach them about time management, organizational skills, and enjoy motivating them to grow and reach their potential."

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She went on to share: "I think that if we can help influence children to have a different perspective and know that they can change even in a rough environment, giving others hope can make a huge difference in their lives. We can always help others feel better sometimes all it takes is reaching out, listening and a smile. We can all take advantage of our unique gifts and knowledge and help others.”

If you would like to learn more about The Forest Park Conservancy, The Alzheimer's Association, or Care in Action 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 Laurie, Nancy, and Roxana for sharing their stories and their causes with us!

Learn more about these amazing causes:

Care in Action

The Forest Park Conservancy

The Alzheimer's Association

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