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.

Monitor your construction business with MyAssistant for Sage 300 CRE

Posted on January 11, 2022 at 8:02 PM
Written by Plumb

MyAssistant for Sage 300 CRE Proactively Monitors your Construction Business

Take action and keep an eye on your construction business by letting MyAssistant for Sage 300 CRE proactively monitor key performance indicators and provide instant alerts that you can customize.  MyAssistant is an add-on feature that works with Sage 300 CRE.  It automatically generates reports, spreadsheets, documents and email alerts distributing critical information to help manage all phases of a construction project or property.

How Does MyAssistant Work?

With MyAssistant you can identify subcontractors who have insurance expiringing within 30 days and automatically send them an email requesting an updated certificate.  The software provides project managers with a list of cost codes that are over-budget or close to being over-budget.  It will generate and distribute project manager’s job reports on a regular basis. You can alert parties when a change request, RFI or submittal is overdue.  Plus, it’s all connected to your Sage 300 CRE software.

MyAssistant can provide a list of invoices as soon as they’re overdue and remind past-due customers of their delinquency. You can send employees their direct deposit pay stubs. Generate and distribute tenant statements with MyAssistant. It will also notify you of work orders completed and not billed in a certain period of time.  And, so much more!

Watch Video Demo of MyAssistant



Top Benefits of MyAssistant for Sage 300 CRE:

  • Cost control
  • Change management
  • Insurance compliance
  • Automated alerts
  • Tenant statement distribution
  • Personalized email reports
  • Human resources
  • Subcontractor communication
  • Payroll direct deposits
  • Lease management
  • Work orders, purchase orders, and invoices
  • Receivables
  • Setup and processing
  • Automated letters
  • Workflow integration

It’s simple to use and easy to set up.  You can either choose to create your own MyAssistant tasks and alerts using a simple wizard or 350 prebuilt rules.

As a preferred vendor of Sage construction software, Plumb can help install MyAssistant with a Certified Sage 300 CRE Consultant.


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