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.

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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.

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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 3

Posted on November 14, 2022 at 3:41 PM
Written by Plumb

Welcome to Week 3 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.

We've already been proud to highlight our employees dedication to The Forest Park Conservancy, The Alzheimer's Association, Care in Action, Rachel's House Women's Center of San Diego, and Cycle for Survival.

This week we are putting the spotlight on four more amazing Team Plumb members:

Stephanie Hazy, who works on our Family Office Accounting & Bill Pay team, supports Relay for Life.

Stephanie shared: “Relay for Life is dedicated to helping communities fight back against cancer. This cause is important to me because my family has experienced the devastation cancer can bring.

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Stephanie's family has been involved in Relay for Life for 12 years. They were moved to join this organization's efforts in honor of their dad, and in memory of their grandpa, two uncles, and their aunt. In addition to the annual walk, Stephanie's team also hosts a paint night for Kindergarten through second graders. (Photo above).

They've started their fundraising campaign for the year. If you can make a donation to this important cause, please do so here! Any amount can make a difference.

Katie Hauser, another superstar on the Plumb Family Office Accounting & Bill Pay team, supports "Welcome Saturday" at Vista La Mesa Church in San Diego.

As Katie told us: "Welcome Saturday is offered every second Saturday of the month. The church provides a hot breakfast, packed lunch to go, showers, toiletries, clothing, and fellowship to those in need for free. The church has been putting on this service monthly to give back to those in need and to make sure no one goes hungry that day. Some of these people haven’t had a shower and privacy in many months, and the donated clothes allow them to choose what fits them. This becomes a community for them, and they are given the chance to be served without any expectation. I love seeing the impact we are able to make and the fact that it is monthly means we are able to help year-round instead of just at the holidays." 

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Samantha Thomas is one of our wonderful Client Relationship Managers.

Samantha and her family love to give back by donating their time and energy to a local dog shelter called Mackenzie's Sanctuary. They walk, feed, and hang out with the sweet pups. They've also volunteered to sell shirts that support the sanctuary. In addition to helping at the animal shelter, Samantha also serves as the treasurer of her children’s high school band booster, and she serves Thanksgiving meal at a shelter every year.

Samantha Thomas

Our last employee spotlight shines brightly on Charmaine Paras, who works with our team in the Philippines. Charmaine started her own organization Cabalen United.

As she explains: Cabalen United is the organization we built so that we can give back to our community in Pampanga, Philippines in times of difficulties. This cause is important to me as I want to give as much as I can. I want to share what I have -- time, money or effort. Our next plan is to give grocery bundles to those less fortunate before the Christmas season so that they can have food to celebrate with their loved ones. Others can support the cause either in cash or in kind whatever they prefer." 

Cabalen United

We'd like to thank Stephanie, Katie, Samantha, and Charmaine for all of the incredible work they do to support their communities, and for sharing their stories and their causes with us!

Learn more about these amazing causes:

Relay for Life

Vista La Mesa's Welcome Saturday

Mackenzie's Sanctuary

Cabalen United

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