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.

Accounting Best Practices with Justin Atneyel: Month-End Close for Manufacturing Business

Posted on April 8, 2021 at 6:43 PM
Written by Plumb

Month-End Close for Manufacturing Business: Top 3 Tasks to Review for Accuracy by Justin Atneyel

The month-end close for manufacturing businesses is an essential part of the accounting process.  At Plumb, we specialize in month-end close in QuickBooks for manufacturing businesses and provide outsourced accounting services for the manufacturing and distribution industry.  In this video, Justin Atneyel walks your through the top 3 tasks that you should review each month.

1. Review month-end inventory numbers

At the end of each month, you should be comparing the month-end inventory figures with your Warehouse Manager to see if they are matching what is on the Balance Sheet.  If there are variances, you must adjust your books with Costs of Goods Sold to match the true inventory levels.  If there are large variances, find out why, so you can address the issue.  Be aware of large amounts of shrinkage which could be a loss or theft.  Also, if you are using QuickBooks for manufacturing, you could be experiencing “zero costs” and will need to fix it.

2. Review Inventory Quantities within Your Accounting System

Take a look at your item list within your accounting software.  Make sure you don’t have any items with a zero quantity.  If you are using QuickBooks, it could reflect “zero costs” which wouldn’t properly reflect your COGS and ending inventory numbers.


Are you using QuickBooks for your manufacturing business?  If you have noticed that the Manufacturing & Wholesale Edition of QuickBooks isn’t able to handle all of your accounting needs, take a look at your inventory costing system.  QuickBooks only works for manufacturers who use the Average Cost System.  FIFO works for QuickBooks Enterprise Platinum with the Advanced Inventory Module.  QuickBooks does not handle Landed or Specific inventory cost systems.

3. Review Sales Orders with A/R

It’s important to utilize sales orders that way it doesn’t reflect on your Profit & Loss and you can still create invoices. When you create sales orders, sometimes they don’t actually ship within 1 – 3 – 6 months.   Make sure you check your sales orders backlog, because you can still create an invoice when ships and it doesn’t reflect on P & L.  Many times manufacturers will create invoices before an item ships and this causes a large A/R, an overstated revenue and it doesn’t give owners a clear picture on what they need to see to make business decisions.

If you have questions about month-end close or would like QuickBooks help or more information on outsourced accounting for the manufacturing industry, please contact us. We'd love to help.

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