PEACE OF MIND IS PRICELESS

Plumb’s high-touch, high-tech services allow our clients to focus on enjoying their lives, and your trusted advisors to concentrate on effectively implementing financial strategies.

PLUMB EXCELS IN HIGH NET WORTH ACCOUNTING AND FINANCIAL REPORTING

Building on our proven accounting expertise since 2008, we act as stewards to your day-to-day accounting needs. Plumb provides greater visibility into your ever evolving and complex Family Office needs with real-time insights that empower you to make the decisions you need for growth. Working in partnership with you and your advisors, and supported by Sage Intacct for Family Offices, we  provide the highest quality of data and financial reporting to establish a holistic view of your assets and financial holdings.

Sage Intacct Industries

PLUMB FAMILY OFFICE ACCOUNTING SERVICES

PLUMB FAMILY OFFICE ACCOUNTING SERVICES

  • Multi-Entity Management. Make better, faster decisions with consolidated data analysis and reports across multiple entities.
  • Efficient Automation. Eliminate manual data-entry and labor-intensive processes with powerful automation of critical procedures.
  • Enhanced Financial Workflow. Create customized workflows that significantly reduce errors and processing costs while dramatically increasing operational efficiency.
  • Business Visibility and Transparency. Gain anytime, anywhere access into your operations and financial performance with intuitive and customizable dashboards and reports.
CHOOSE A PARTNER POWERED BY BEST IN CLASS TECHNOLOGY

CHOOSE A PARTNER POWERED BY BEST IN CLASS TECHNOLOGY

An outsourced accounting solution is only as good as the technology it’s built on. With Sage Intacct for Family Offices, you get a solution built on a best-in-class, native cloud, highly secure ERP platform.

Sage Intacct allows the Family Office to leave the legacy processes in the past and move seamlessly into the future. With real-time data and fully customized reports and dashboards, you will have instant access to timely, high-value financial information.  Sage Intacct allows you to make data-driven decisions and guide your business with up-to-the-minute information.

Resources for you

Read, watch, and share best practices.

eBook

6 Essential Tools To Help You Manage HNWI/UHNWI Client

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Interview

Interview with Anneke Stender

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Case Study

Plumb created an accounting and bill payment process for both the personal and business-related needs of a young Silicon Valley power couple.

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Case Study

Plumb Implements Sage Intacct for HNWI Family in the Retail Sector

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