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 Tasks your Business Should Outsource (Top 10)

Posted on October 6, 2021 at 6:49 PM
Written by Justin Atneyel

When it comes to accounting tasks, not all are created equal. There are bookkeeping tasks, month-end tasks, and accounting that requires the expertise of a CFO or Controller.

If you own a business, then you know what it’s like to wear many hats, and your time gets pulled in many different directions.  When it comes to finance, there is an easier way to handle your internal accounting by having an outsourced team perform accounting tasks that need to be completed on a daily, weekly, monthly and annual basis.

At Plumb, we are an outsourced accounting firm with accountants who have various different skill levels and industry expertise. Outsourced accountants can work remotely or onsite to provide an efficient way to handle accounting functions that are considered entry-level, yet critical to the entire process.

Here is a list of the top 10 tasks that can be outsourced for your business.

Top 10 Accounting Tasks to Outsource:

  1. Bank & credit card reconciliations
  2. Data entry
  3. Payroll journal entries
  4. Timesheet entry for payroll
  5. Monthly inventory reconciliations
  6. Accounts Receivable – invoicing
  7. Accounts Payable – paying bills
  8. AP & AR aging review
  9. Filing sales & use tax
  10. Booking prepaid accruals: insurance, deposits, rent and retainers

Benefits of Outsourcing Accounting Tasks:

Expertise & Guidance:

At any given time, Plumb has over one hundred outsourced accounting clients, and with that line-up comes knowledge of industry-specific needs.  You can also be assured that someone on the team is an expert in the accounting software that your business uses.

Another issue to consider when outsourcing accounting tasks is that payroll journal entries will not have to be processed in-house.  With this, employees will not know how much staff members are being paid.  Having an outsourced accounting firm in place means that your business will not be exposed to accounting errors and non-compliance.

Efficiency & Cost Savings:

What differentiates Plumb from other outsourced accounting firms is that we hire full-time staff who handle multiple clients, so they must be efficient with their time.  Since each accounting task is completed in a timely manner this ends up saving clients money. Compare this to an in-house bookkeeper or administrator who is tasked with accounting duties outside of their expertise – it takes longer and may not be accurate the first time.

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