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.

What Are Outsourced Accounting Services and Do I Need Them?

Posted on January 25, 2023 at 8:01 PM
Written by Justin Atneyel

If you are asking yourself these two questions, you’ve come to the right place.


Let’s answer the easy question first. What are outsourced accounting services?

In the simplest of terms, outsourced accounting services provide the experienced and pivotal accounting resources you need for your business. These resources may be people who are as senior and strategy-focused as a CFO, or more tactical and task-oriented controllers, account managers or staff accountants – and anything in between.

How can you determine if you need to outsource the accounting of your business?

Here are four questions we find can help clarify the needs and challenges of our clients.

  1. Do you struggle with making informed decisions based on accurate and up-to-date financial information?
  2. Do you lack the resources to support a full accounting team?
  3. Do you underutilize and overpay your accounting sta­ff?
  4. Do you use accounting clerks to perform high-level functions they aren’t qualified to do?

If you’ve answered “Yes” to any of these questions, you are a great candidate to outsource your accounting needs.

An outsourced accounting firm will:

  • Help you gain better business insights to make smarter, more informed decisions.
  • Provide experts in your industry and in the software they utilize.
  • Function as an extension of your internal team.
  • Deliver clear, accurate, and timely financial information.
  • Customize their services to fit your needs.
  • Offer a more cost-effective and scalable solution for your business.
  • Be dedicated to your success.

OK, but what does an outsourced accounting firm actually do?

It’s easiest to provide a comprehensive list to demonstrate the scope and skills of what an outsourced accounting firm can provide. From CFO-level assistance to staff accountants, an outsourced accounting firm can provide the help you need.

The needs of a company can vary based on their industry. We’ve outlined below some of the services offered for the key industries on which we at Plumb are exclusively focused.

Construction & Real Estate Industry

  • Work in progress schedule and maintenance
  • Comprehensive job costing
  • Progress, unit-based, and time and material billing
  • Completed contract and percentage complete revenue recognition
  • Surety reporting
  • Overhead budgeting and analysis
  • Equipment costing and analysis
  • General ledger budget preparation and review
  • Material and labor analysis
  • Lien waiver tracking
  • Draws assemblies
  • Subcontract management
  • Estimating
  • Change orders and claims accounting
  • Prevailing wage reporting


Manufacturing & Distribution
  • Track bill of materials and sub-assemblies
  • Implement inventory control systems
  • Run inventory costing and automated relieving
  • Simplify physical audits through systems
  • Manage supplier base effectively
  • Report on work-in-process
  • Conduct break-even analysis
  • Track and file sales and use tax
  • Reduce spoilage, leakage, and other costs
  • Track direct material and labor costs
  • Allocate overhead strategically
  • Analyze warehouse needs
  • Implement budgets and report on variances


  • General accounting
  • Monthly financial statement preparation
  • Expert knowledge in e-commerce software stacks
  • E-commerce specific reporting metrics
  • Cash flow budgeting and forecasting
  • Marketplace fee reconciliation and analysis

Professional Services
  • Financial reporting
  • Profitability reports by client, employee, or project
  • Budget versus actual reports
  • Utilization analysis
  • Overhead and rate analysis
  • Performance indicator development
  • Cash management
  • Collections
  • Pricing model analysis
  • Software system selection
  • Labor allocation analysis
  • Compensation and bonus analysis

We are here to help guide you through the outsourced accounting process and to answer any questions you may have. With decades of experience and hundreds of clients, Plumb is here to support you as you take your business to the next level. Please let us know if you’d like to schedule time for a free consultation. We’d love to help.


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