Accounting Services
Icon-14-2
Outsourced Accounting

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

Icon-15-1
Family Office Accounting

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

Icon-16-1
Bill Pay

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

RESOURCE CENTER
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
Icon-17-1
Our Key Industries

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

Icon-18-1
Construction & Real Estate

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

Icon-19
Manufacturing & Distribution

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

Icon-20
E-Commerce

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

Icon-21
Professional Services

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

Icon-15-1
Family Office Accounting

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

RESOURCE CENTER
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
Icon-22
Sage Software

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

Icon-23
NetSuite Software

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

Icon-24
QuickBooks Software

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

RESOURCE CENTER
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
Icon-262
Sage Software

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

Icon-26
Sage Intacct

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

Icon-27
Sage 300 CRE

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

Icon-28
Sage 100 Contractor

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

Icon-29
Sage Estimating

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

Plumb_Icon-119
Sage Paperless

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

Icon-30
Sage Service

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

Icon-31
Additional Solutions

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

RESOURCE CENTER
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
Icon-32-1
About Plumb

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

Icon-33-1
Case Studies

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

Icon-34-1
Meet the Team

Learn more about the Plumb leadership team.

Icon-35-1
The Plumb Promise

Icon-36-1
Careers

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

RESOURCE CENTER
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.

Plumb Accountants: What the PACE Palette Tells Us

Posted on October 11, 2017 at 7:26 PM
Written by Plumb

 

Plumb’s Q2 '17 Training session was led by President, Robert Scherer and featured The PACE Palette, a personality assessment tool designed to enhance communication in the workplace. The training was interactive, memorable, and highly enlightening. The PACE Palette represents four general personality types as four colors – red, yellow, blue, and green. We are each a combination of all four colors, and the PACE Palette allowed Plumb accountants to identify their dominant and secondary colors.

To discover their color, Plumb began with the PACE Palette Score Card and identified which groups of words/phrases seem most in line with their personality. Between the four different word categories, they would identify which group of adjectives most describes their personality and place the number 4 in the box. The Plumb accountants then proceeded to score the remaining boxes from three to one, from most to least descriptive of their personality. After repeating this process for all five rows, they added up the numbers in each vertical column and the totals were placed in their correlating box. The column with the highest total, correlates to a certain color – and the colors of each column were revealed. The color with the highest total is the participant’s dominant color, and the second highest total is the participant’s secondary color.

Plumb Accountants: By the Numbers

The Colors of Plumb

Pace Palette

The Plumb team had a nearly even distribution between blue, green, and yellow personality types. What The PACE Palette tells us is that Plumb accountants are not only problem solvers, analytical, caring and flexible, but we are also reliable, loyal, and dutiful.  Here’s an overview:

Overall, the PACE Palette training received rave reviews from the Plumb accountants and has been a useful tool in promoting effective communication skills and supporting understanding of fellow team members.

For more information on The PACE Organization, Inc., and The PACE Palette Training, visit their website

Do you see yourself fitting into the Plumb Accountant culture?  We are hiring:  View Job Openings.

 

Founded in 1996, Plumb’s mission is to provide clarity in accounting and stewardship in service. With decades of experience, 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.

 

Read more blog posts

Ecommerce professional reviewing accounting books.

6 Ways Ecommerce Companies Should Prep for Financial Audits

E-commerce companies have experienced rapid growth in recent years,...

The 8 Most Important KPIs for a Manufacturing Business

Key Performance Indicators (KPIs) are crucial metrics that help...

What Are Outsourced Accounting Services and Do I Need Them?

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

What's the Difference Between a CFO and a Controller - and What Do I Need?

Running a new or growing business without the right financial team in...

Sign up now:

Receive actionable business and accounting insights directly to your inbox.

Submitting this form subscribes you to emails from Plumb. View our privacy policy.