Accounting Services
Outsourced Accounting

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

Family Office Accounting

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

Bill Pay

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

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
Our Key Industries

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

Construction & Real Estate

Real-time financial data and integrated job costing to generate reports and improve accountability.

Manufacturing & Distribution

Track billing of materials, implement inventory control systems, manage supplier base, and reduce unnecessary costs.


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

Professional Services

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

Family Office Accounting

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

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
Sage Software

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

NetSuite Software

Integrated cloud business software suite, including business accounting, ERP, CRM and ecommerce software.

QuickBooks Software

Scalable solutions for reporting, transactions, month-end close, analysis, and more.

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 Software

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

Sage Intacct

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

Sage 300 CRE

Sage 300 Construction & Real Estate connects finances and operations to help ensure maximum profit.

Sage 100 Contractor

The all-in-one construction software that goes beyond basic accounting to put you in total command of your projects.

Sage Estimating

Build bids quickly and precisely, plus integrate with other Sage software solutions to streamline operations.

Sage Paperless

Easily store, retrieve, and route documents for accounting and operations.

Sage Service

Streamline service calls and construction projects from start to finish with web-based real-time information.

Additional Solutions

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

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 Plumb

Plumb seeks to empower business owners and leaders to gain clarity about their financials to grow their business.

Case Studies

Learn more about our work with clients in a variety of different industries.

Meet the Team

Learn more about the Plumb leadership team.

The Plumb Promise


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

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.

4 Ways to Prepare for New Accounting Software

Posted on January 18, 2022 at 8:04 PM
Written by Plumb


If you are ready to purchase new accounting software for your construction business, here are some top considerations to get you started with the process.

#1  Create a Software Selection Advisory Team (SSAT)

A software selection advisory team (SSAT) is a group of four to six knowledgeable team members from various departments of your construction firm who will benefit or be affected by the implementation of a new accounting software platform.  These team members should understand the ins / outs of the day to day operations, as well as the operational and management reporting needs of their department.

Once created, the SSAT will be able to evaluate a solution with the entire company in mind, not just focusing on one specific department (like IT or Accounting).  This will help to ensure that you make a purchase that benefits the company as a whole and receive buy-in for all the divisions.

#2  Determine your needs, wants, wishes and reporting capabilities from new accounting software

It is best to start the software selection process by determining the current challenges within each department. Could these challenges be alleviated by a change in software platform or workflow? Then determine the challenges you are encountering with your current software platform.

Have the SSAT answer the following questions:

  • What does the current accounting software do well for my construction company?
  • What does your current accounting system lack?
  • Are there critical business functions done outside of the software?
  • What is our transaction volume?
  • What functionality is vital to day to day operations?
  • Does my new software need to integrate with existing software or hardware?

Then you will want to discuss what functions you need the new accounting software to do. A need is a function critical to day to day operations. For example, you might need to have a procurement system within the software or more robust job costing. These are features that without them, your construction firm cannot function.

After discussing your needs you will want to figure out what new features you want in the software.  Wants are functionality that your current software is lacking that would help you better control your business and construction projects. For example, perhaps you would like a web-based platform or to regionalize your income statement.  Ask the following: what functionality would help me run my business more efficiently?

Lastly, discuss your wishes.  This is where  you can get off track. Remember, software is a tool. While it can help automate and streamline certain tasks for you, it still requires a human to operate it. You must be realistic about what your software wishes are.  Make sure to create a list of wishes that are attainable.

Now is the time to figure out what type of reporting you need the new accounting software solution to produce.  Have the SSAT discuss what the internal and external reporting needs will be.

Financial Reporting Questions to Consider:

  • How is data shared between departments?
  • What type of financial reporting is needed internally and to external users (bonding, banking, insurance)
  • What reporting is required for day to day operations?
  • What reporting is important on a monthly, quarterly and annual basis?

#3  Create a budget

Start thinking about how much you would like to spend for new accounting software. Make sure you do not forget to include the cost of items like hardware, implementation, data migration and training for staff.

Sometimes it can be easy to compare products based on price alone. Don’t fall into this trap. Many times investing more money on implementing the right solution can save you tons of money. Purchasing the wrong software that might be cheaper upfront could lead to more costs on the back end with additional add-ons, customization or programming needs.  Be sure to take advantage of current promotions.

#4  New Accounting Software Evaluation Process

Now that you know what features, functionality and reporting is important to your construction company, you can begin your search for the right solution. But where do you start your search for the perfect new accounting software? Why not start by asking other companies, like your subcontractors or competitors what they are using for software. Do they like their software – why or why not?  Is it meeting their needs?

Sometimes professional organizations where you are members of can provide you with a list of preferred vendors.

The internet also provides a wealth of information when researching for new accounting software.  You can find the products available in your market, read reviews, watch demo videos and also find local retailers or software partners.

If you have any specific questions, please reach out to one of our Plumb experts for help.

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