HIGH-TOUCH TECHNOLOGY BILL PAY AND FAMILY OFFICE ACCOUNTING SERVICES

We understand the unique needs of high-net-worth clients.

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OUR BILL PAY SERVICES

Ensure that your bills are paid on time, so you can devote more time and energy to enjoying life.

With Plumb’s proven outsourced bill pay solution, you receive high-touch service from accounting experts who provide cash flow reporting, track your expenses and pay your bills reliably and securely.

OUR FAMILY OFFICE ACCOUNTING SERVICES

peace of mind is priceless.

We deliver financial peace of mind by assisting high-net-worth individuals and family offices know where their money is going, so their trusted advisors can effectively manage it. We work in partnership with their team — including wealth, CPA, and other advisors — to provide the highest quality of data and financial reporting to establish a holistic view of their assets and financial holdings.

Our family office accounting services include:
  • Investment Accounting Reconciliation
  • Private Equity Tracking
  • Consolidated Financial Reporting
  • Entity Bookkeeping
  • Cash Flow Management
  • Financial Reporting & Analysis
  • Budgeting and Cash Flow Projections
  • Foundation Accounting
  • Trust Accounting
  • Insurance Coordination & Oversight
  • Annual Tax Organizer

RECENT ACCOLADES

AWARDED TOP PRIZE

SHORTLISTED

Take the First Step

Request a consultation to learn how Plumb® Bill Pay customizable service offerings can help you save time, gain clarity and remain in control.

Introducing the All-New Plumb Bill Pay App.

We’re thrilled to unveil the latest version of our Bill Pay App – watch this video to see it in action!

With a comprehensive dashboard, swift bill approvals, smart bill upload, detailed insights, and direct communication with the Plumb team, we invite you to step into the future of bill management.