Sage Intacct vs. QuickBooks Online: Choosing the Right Accounting Software for Your Family Office

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Selecting the right accounting software for your Family Office is a crucial decision that can significantly impact your financial operations and reporting capabilities. Two popular options are Sage Intacct and QuickBooks Online (QBO). Here at Plumb, we are experts in both platforms. In this blog post, we’ll compare these two accounting software solutions, focusing on key factors such as scalability, real-time reporting, financial complexity, security, automation, integrations, collaboration, ease of use, and budget considerations.

 

Scalability and Flexibility

When it comes to scalability and flexibility, Sage Intacct shines. It offers multiple different dimension capabilities, allowing you to track classes, locations, investments, self-identified categories, members, customers, and household employees – to name a few. This expansive range of dimensions simplifies consolidation processes and reduces manual errors. Sage Intacct also enables a cleaner and more streamlined chart of accounts, making reporting more straightforward.

On the other hand, QuickBooks Online doesn’t have the same consolidation capabilities, which requires more manual work and complex setups outside of the platform itself for tracking various aspects of your finances.

 

Real-time Reports/Insights

Sage Intacct provides real-time insights by automatically closing P&L accounts to retained earnings on an ongoing basis. Its highly customizable reports and dashboards allow you to target specific areas of focus, making the closing period and reporting process more efficient.

QuickBooks Online offers real-time data as well, but its reporting options are less customizable. You may find limitations in creating specialized reports tailored to your needs, as it provides only a basic set of templates with limited filtering and customization abilities.

 

Financial Complexity/Multiple Entities

Sage Intacct’s robust capabilities make it an excellent choice for high-net-worth individuals and families with complex organizational structures, multiple entities, and intricate financial needs. It can handle the intricacies of multi-member LLCs and automates various financial processes through a top-down approach.

QuickBooks Online is better suited for simpler financial structures and may require additional manual effort and workarounds for handling complex financial scenarios.

 

Security and Compliance

Sage Intacct offers a function that enables GAAP (Generally Accepted Accounting Principles) compliance, which is essential for maintaining financial accuracy and compliance with accounting standards. QuickBooks Online also provides security features but may not offer the same level of compliance functionalities.

 

Automation

Sage Intacct excels in automation, offering features like memorized journal entries, automatic posting, and customizable automated reporting. This automation streamlines repetitive tasks and ensures data accuracy.

QuickBooks Online also provides automation features but may have limitations compared to Sage Intacct.

 

Integrations

Both Sage Intacct and QuickBooks Online offer hundreds of integrations with various third-party applications.

 

Collaboration/Multiple User Access

Both software solutions support multiple users working on the same file, but a big difference is that with Sage Intacct you can set user-based permissions for more customized access control. This is especially useful when there are people with different roles accessing the software. These permissions can prevent people from accidentally making changes or updates to files they should not make or seeing confidential information outside of their scope.

Additionally, Sage Intacct’s cloud-based nature enables clients to access their data easily and collaboratively. Clients can have their own separate dashboard to quickly review reports and other real-time data. This access and ability to create different customized dashboards is a time-saver for both the accountants and the clients.

 

Ease of Use

QuickBooks Online is known for its user-friendly interface and ease of use. It’s a great choice for those looking for straightforward accounting software. In contrast, Sage Intacct may have a steeper learning curve due to its advanced capabilities, but the investment in learning pays off in the long run.

 

Budget

Budget considerations can vary depending on the complexity of your financial operations, but generally speaking, QBO requires a smaller investment. However, for businesses and organizations with complex books and multiple entities, Sage Intacct can be a cost-effective solution due to its ability to handle intricate organizational mapping and streamlined automation processes.

 

Choosing between Sage Intacct and QuickBooks Online depends on your specific needs and goals. Sage Intacct excels in scalability, automation, and handling complex financial scenarios, making it an ideal choice for families and organizations with multifaceted requirements. QuickBooks Online, on the other hand, offers ease of use and is well-suited for smaller businesses with simpler financial structures.

Ultimately, the right choice comes down to a careful evaluation of your financial needs, budget, and long-term growth strategy. Consulting with accounting professionals or software experts like those at Plumb can help you make an informed decision and ensure you select the accounting software that best aligns with your business goals.

Illuminating the Accounting of Art, Collectibles, and Luxury Assets

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There are people who invest in stocks, bonds, mutual funds or real estate; and then there are people who invest in more unique assets. These assets can range from photographs and paintings to jewelry and classic cars. More often than not, this is born out of a true love for these items. That they may hold extraordinarily high values is just the cherry on top.

With Plumb’s decades of experience helping high-net-worth clients and their trusted advisors with their bill pay and accounting needs, we are very familiar with the best practices of the reporting and accounting requirements related to these special assets.

Here are some of the ways we work with clients and their luxury assets:

Art and Car Collections

  • It is recommended that clients that have art or classic car collections should itemize every piece or vehicle in the collection.
  • These items may also be held in separate entities – especially if clients do a lot of buying and selling. We may recommend the use of Sage Intacct to make use of their dimensions for ease of tracking. Otherwise, we can utilize subaccounts in QuickBooks.
  • If a client loans a piece or a collection to a museum, a loan agreement is needed, and we will help coordinate with the insurance company. The museum is responsible for the insurance of the piece(s) while it’s in their possession, and when returned, the insurance again needs to be updated.
  • If an appraisal is conducted, we will coordinate with the appraiser to receive the report on both the inventory and assigned values.

Jewelry

  • Jewelry is not always itemized since most clients have a rider on their home policy up to a certain amount that can cover this type of asset. However, we recommend itemizing if clients have more valuable jewels or watches.
  • As with art or car collections, if the client requests an appraisal, we’ll receive the report directly from the appraiser.

At the end of the day, our goal is to accurately itemize these unique, luxury assets for insurance purposes, and they are tracked separately for accounting reasons. And our clients usually just want to ensure that they – and their children and grandchildren – can enjoy these magnificent possessions for a long time to come.

Take the Next Step Towards Financial Ease and Clarity: Contact us at sales@thinkplumb.com to discuss how our outsourced bill payment and accounting services can help you accurately itemize and report on your luxury assets. Your peace of mind is our priority.

 

 

Unmasking Wire Fraud: Safeguarding High Net Worth Clients with Expert Vigilance

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Wire fraud. We hear about it on the news and perhaps from friends or family members who have fallen victim to it, but what exactly is it? And why do high-net-worth individuals need to be especially concerned, and more importantly, how can they be protected?

What is Wire Fraud?

At its most basic level, wire fraud is a criminal offense that involves using some form of electronic communication – like phone calls, emails, or texts – to defraud someone. And it happens more often than you might think. According to the FBI, wire-transfer fraud causes approximately $2 billion in losses annually – and this has only been increasing in recent years.

Different Types of Wire Fraud

There are different types of wire fraud perpetrated by criminals. These include activities such as:

  • Phishing: Imposters send fake emails appearing to be from legitimate entities with the goal of capturing personal or financial information.
  • Identity theft: Criminals steal someone’s social security number or bank account information.
  • Investment scams: Offers of fraudulent investment opportunities are made via email or phone, often with a promise of high returns or guaranteed profits.
  • Business email compromise: Criminals gain access to an employee’s email account and use it to transfer sensitive information or funds to themselves.

Wire Fraud and High-Net-Worth Individuals

HNWI and UHWNI can be especially vulnerable to wire fraud for a few main reasons:

  • Their extreme wealth makes them a target for criminals.
  • The average age of a HNWI living in the United States is between 70 – 74, which is another group widely targeted by criminals.
  • Criminals assume that these people won’t notice or miss if/when funds go missing.

Because of these reasons, providing safe and secure financial services to high-net-worth clients is vitally important. Understanding the warning signs of a wire fraud attempt, and what to do to prevent them, is a key component to ensuring this protection.

{Read more about how we securely handle wire transfers, ACH, and check payments for our high-net-worth clients here.}

Wire Fraud Red Flags

The expert accountants and executives at Plumb are highly educated in how to spot wire fraud, and they undergo monthly training sessions to ensure that they are up to date on any recent wire fraud developments.

Here are some signs that might indicate a wire fraud attempt:

  • An urgent request for funds. This is especially concerning if it comes from a client who doesn’t typically place urgent requests – but any urgent request should be verified and vetted.
  • “No verbal approval required” messaging. This is a definite red flag, especially if the client usually requires verbal approval.
  • Small changes to a known email address. For example, perhaps there’s one letter missing in a name.
  • Request to send to a foreign entity if the client has only ever sent funds domestically.

Our team is trained to look out for patterns, and if a pattern is altered, they pick up the phone to confirm. They are also trained to follow the pre-set guidelines and process in place – regardless of whether the amount is $100 or $1,000,000.

Best Practices for Protecting High Net Worth Clients

Some essential measures Plumb has in place to protect HNWI clients from wire fraud include:

Robust cybersecurity measures

  • Implementing robust firewalls and intrusion detection systems.
  • Regularly updating and patching software and systems.
  • Conducting security audits and risk assessments.
  • Encrypted email and messaging platforms.
  • Multi-factor authentication for sensitive transactions.

Plumb’s strict firewall requires multi-factor authentication and encryption for all wire transfer instructions. Additionally, all new wire instructions must be verbally authenticated to ensure legitimacy.

Ongoing staff education

  • Employee training on identifying and preventing wire fraud.
  • Internal controls and checks/balances among team members.

At Plumb, the training starts from the moment a new junior team member begins their job, and it continues – consistently – from there. We also send members of our team for professional development specifically focused on cyber security and wire fraud so that they have certifications in Wire Transfers and Fraud.

The internal controls we have in place further help to protect our clients and their assets.

We take our role as stewards of our clients seriously, and we are proud of our impressive cybersecurity measures and education.

Take the Next Step Towards Safe and Secure Financial Services: Contact us at sales@thinkplumb.com to discuss how our outsourced bill payment services can enhance accuracy, save time, simplify record-keeping, reduce stress, and fortify the security of your financial transactions. Your peace of mind is our priority.

Plumb Shortlisted for 2 Private Asset Management (PAM) Awards

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Once again, Plumb is thrilled to have been shortlisted for two PAM (Private Asset Management) Awards:

  • Best General Ledger System
  • Best Partnership Accounting System

We congratulate our fellow nominees and thank the team at WithIntelligence and the PAM Awards for this honor.

 

PAM Awards Shortlist

Plumb delivers 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. We’d love to help answer any questions you may have. Feel free to schedule time to speak with Anneke Stender, our EVP, at your convenience.

8 Tips for Navigating the Conversation: Outsourcing Bill Payment for HNW Parents

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Our Top 8 Tips for How to Talk to Your Parents About Outsourcing Their Bill Payment

When it comes to discussing financial matters with high-net-worth parents, the conversation can be more complex than with the average household. High-net-worth individuals often have multiple investments, assets, and financial complexities that require careful management. If you’re considering broaching the topic of outsourcing bill payment for your high-net-worth parents, it’s crucial to approach the conversation with sensitivity, respect, and a focus on their financial well-being.

  1. Understand Their Financial Landscape

Before initiating the conversation, take the time to thoroughly understand your parents’ financial situation. This includes their assets, investments, income sources, liabilities, and financial goals. High-net-worth individuals typically have diverse financial holdings, and it’s essential to grasp the big picture.

  1. Emphasize the Benefits

Highlight the advantages of outsourcing bill payment with an experienced and hands-on team like Plumb. Mention how it can optimize their financial management by ensuring that no payments are missed, preventing late fees, and streamlining record-keeping. Emphasize that not only can this free up their time for more strategic financial planning and investment decisions, but it will give them more time to enjoy their lives and do what they love – whether traveling, spending time with friends and family, or just relaxing.

  1. Address Their Concerns

Acknowledge that your parents may have concerns about relinquishing control over their financial affairs. Listen actively to their worries and address them one by one. Discuss how they can maintain oversight and retain decision-making authority while delegating routine tasks. At Plumb, we understand these concerns and hear them from prospective clients almost daily. In fact, we created our proprietary Bill Pay App specifically for our clients. Our app provides bill pay transparency and insights that we know our clients want. Read more about our app here.

  1. Present Professional Options

Research and present professional options for outsourcing bill payment, like Plumb. We have a proven outsourced bill pay solution, including a proprietary bill pay app, with high-touch customer support, and expert bill pay accountants who ensure bills are paid accurately and on time.

  1. Discuss Privacy and Security

Assure your parents that their privacy and financial security are paramount. Choose a service provider like Plumb with bank-level security and a strong track record of safeguarding sensitive financial information. Explain the robust security measures in place to protect their data – you can learn more about Plumb’s focus on confidentiality and security here.

  1. Transparency in Costs

Be transparent about the costs associated with outsourcing bill payment services or hiring financial advisors. At Plumb, we are very upfront with our fees and take the time needed to walk our clients through exactly what they can expect in return.

  1. Ensure a Comprehensive Approach

When discussing outsourcing, stress the importance of a comprehensive approach to financial management. Explain that the chosen service provider will work in tandem with your parents’ existing financial team, including accountants, attorneys, and investment advisors – just as we do here at Plumb.

  1. Offer Ongoing Support

After the decision is made, offer ongoing support to ensure a smooth transition, but work with a bill pay service provider who will make this an easy and pain-free change. You’ll also want to find a firm like Plumb who offers high-touch, full-access client support.

Broaching the subject of outsourcing bill payment for high-net-worth parents is a delicate but necessary conversation that can enhance their financial well-being and peace of mind. By approaching this topic with empathy, knowledge, and a focus on their specific needs, you can help your parents make informed decisions that optimize their financial management while respecting their autonomy and preferences. Ultimately, this can contribute to their financial security and their overall happiness.

Plumb delivers 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. We’d love to help answer any questions you may have. Feel free to schedule time to speak with Anneke Stender, our EVP, at your convenience.

Top Ways that Plumb Bill Pay Works with Trusted Advisors

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Bringing Professional Insights to Personal Finances

At Plumb Bill Pay and Family Office Accounting, we streamline the efforts of our client’s trusted advisors to ensure that all aspects of their financial life are working together in a strategic and efficient manner.

A collaborative implementation with all our client’s professional advisors leverages their total expertise and gives everyone the backdrop to make better financial decisions and achieve goals.

Plumb Family Office Accounting works in partnership with trusted advisors to ensure the highest quality data and financial reporting is delivered to the personal financial management team.  This helps maintain a comprehensive view of family wealth and gives full visibility into the performance of their portfolio.

Plumb Family Office Accounting does not manage wealth, or do taxes, audits, tax planning or financial planning. 

 

“The month-end financial reports that Plumb Family Office Accounting provides to my clients give a clear, aggregated picture of their current financial status and helps establish wealth preservation.“ – Client’s Estate Attorney

 

How Plumb Bill Pay and Family Office Accounting Provides Value to Trusted Advisors

Wealth Manager:

  • Simplifying complex financial structures with one holistic report
  • Providing timely and accurate financial reports
  • Helping to identify red flags or financial gaps

CPA:

  • Providing a Controller-level point of contact between CPA and client
  • Ensuring reliable, timely and organized client data
  • Tracking 1099’s, K-1’s, charitable contributions, medical expenses, sales of stock and all other income
  • Handling preliminary year-end tax work with Annual Tax Organizer

Trust | Estate | Divorce | M & A | Attorney:

  • Being a resource for quick access to data and financial statements
  • Setting up quarterly and yearly reviews of estate status
  • Court accounting for estate planning
  • Providing Trust accounting
  • Assisting with financial analysis in a divorce – read divorce case study
  • Tracking alimony, income and separate expenses
  • Separating business and personal transactions before sale of business – read sale of business case study

Financial Planner:

  • Providing an accurate snapshot of monthly spending
  • Customizing financial reports and budgets for planning needs
  • Setting up cash flow management
  • Tracking income and expenses on a monthly basis

Insurance Broker:

  • Setting up financial calendar of due dates, so there are no gaps in payment
  • Annual reviews of insurance policies
  • Detecting any gaps in coverage
  • Providing an accurate overview of valuable inventory

Banker:

  • Producing accurate personal financial statements
  • Assisting with documentation for loans and renewals
  • Tracking loan covenants
  • Accelerating the refinance process

Are you a Trusted Advisor with high-net-worth clients who would benefit from Plumb Bill Pay and Family Office Accounting services? Please reach out for additional information or an introductory meeting.



How to Reconcile a Brokerage Statement in QuickBooks | Accounting Tips

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Reconcile a Brokerage Statement in QuickBooks: How-To Video Instructions

In this accounting tips video, you will get step-by-step instructions on how to read and reconcile a brokerage statement in QuickBooks.

Before you reconcile a brokerage statement in QuickBooks, it is important to understand the basics of what a brokerage account is.

Consider outsourcing your QuickBooks accounting needs – Plumb provides outsourced accounting services, specializing in QuickBooks software for companies and high-net-worth families who need help with bill pay, and personal reporting. 

Book a free consultation with a QuickBooks expert 

What is a brokerage account? A brokerage account is an arrangement between an investor and a licensed brokerage firm that allows the investor to deposit funds with the firm and place investment orders through the brokerage. The investor owns the assets contained in the brokerage account and must usually claim any capital gains as income as it incurs from the account.

Parts of a brokerage statement in QuickBooks

Account Information: basic information, such as the account owners, the time period covered, and the account number.

Statement Account/Summary: This section shows the investments performance as of the statement date by displaying unrealized and realized gains/losses. This also summarizes the total value of stocks, bonds, mutual funds, other investments, and any cash.

Portfolio Detail: This section identifies individual assets in the account and allows the investor to determine whether the holdings listed are accurate. This shows the value of the investments at the end of the statement period, cost basis of the investment, estimated income and yield, and other information, such as bond insurance ratings, stock symbols, and unrealized gains and losses.

Income Summary: This section displays the income and dividends earned by the investments for the statement period and the year-to-date.

Daily Activity: This section includes detailed information on all account activity during the statement period, including all security transactions (purchase and sales), management fees, detail of income received and miscellaneous deposits received and payments made.

Disclosures: This section includes legal and administrative e explanations, such as fee information, penalty warnings, and a description of some symbols used.

How to Set Up and Reconcile a Brokerage Statement in QuickBooks

Each Investment account should be setup as a separate “Other Asset” account on the Balance Sheet. A sub account will be setup for each Asset Class, and under each sub account or asset class, should include a sub account for the Cost, as well as the Market Value.

Account Example:

Charles Schwab XXXX
  • Cash
  • Mutual Funds
    –  Cost
    –  Market Value Adjustment
  • Exchange Traded Products
    –  Cost
    –  Market Value Adjustment
  • Stocks
    –  Cost
    –  Market Value Adjustment
  • Bonds
    –  Cost
    –  Market Value Adjustment

Each Investment Account should have its own Income account for Dividends, Interest, Realized Gains and Losses, Capital Gains Distributions, and Miscellaneous Income.

Account Example:

  • Interest Income
    –  Morgan Stanley XXXX
  • Dividend Income
    –  Morgan Stanley XXXX
  • Realized Gains and Losses
    –  Morgan Stanley XXXX
  • Capital Gains Distributions
    –  Morgan Stanley XXXX
  • Miscellaneous Income
    –  Morgan Stanley XXXX

Each Investment Account should have its own Management Fee account.

Account Example:

  • Management Fees
    –  Morgan Stanley XXXX

Unrealized Gains and Losses will be adjusted monthly to an Equity Account. Each Investment Account will have its own account.

Account Example:

  • Market Value Adjustment
    –  Morgan Stanley XXXX

Reconciling monthly or quarterly Brokerage Statements

A journal entry is typically used to record brokerage statement activity. The following transactions are standard for each entry:

  • Investment Income: this includes dividends, interest, realized gains and losses, and capital gains distributions
  • Sales and purchases of investments
  • Investment management fees
  • Transfers from one investment cash account to another investment cash account or bank account
  • Unrealized gains and losses (market value adjustments) for each Asset Class

Other Notes

  • Be sure to follow the Cash activity. Often time’s people will plug a number to reconcile Cash, which causes them to miss recording receipts, payments, or transfers.
  • Capital gains distributions are typically paid at the end of the year, usually in November and December.
  • Management Fees are typically paid in January, April, July, and October for the prior quarter.
  • If you have sales of investments, there will typically be realized gains and losses to record.
  • Reconcile the year-to-date income and expenses to ensure that all income and expenses have been entered. This will make 1099 reconciliation so much easier during tax season.
  • The Statement Account/Summary will typically provide you with a Market Value change. This typically includes Unrealized Gains and Losses, Realized Gains and Losses, and Reinvested Income.
    –  Make sure that your entry to Unrealized Gains and Losses ties to the Market Value change per the statement.
    –  Make sure that the Unrealized Gain/Loss is a reasonable amount. For example, you will never see a $1 million unrealized gain/loss in a portfolio with a $4 million value.

For more accounting tips from Plumb Family CFO, check out our YouTube channel

Gain financial peace of mind through Plumb Family CFO’s services:

  • Family Bill Pay Services
  • Personal Financial Reporting & Analysis
  • Bank & Credit Card Reconciliation
  • Household Employee Payroll
  • Cash Flow Management
  • Budgeting
  • Outsourced Personal Assistant & Concierge
  • Trust Accounting

Let Plumb handle your QuickBooks accounting.

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10 Reasons to Work at Plumb

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1. Location:

Plumb has multiple office locations in California, including downtown La Jolla and Newport Beach.  The main headquarters is in La Jolla, only steps away from the famous La Jolla Cove.  With the expansion of office space outside of La Jolla, Plumb is able to conveniently work with clients throughout Southern California.

 

2. Plumb Approach:

Since 1996, Plumb’s growth and reputation has flourished as a direct result of our team’s capacity to address client needs and execute creative and effective solutions to a number of complex organizations.  Throughout the years, Plumb’s operational efficiencies not only lent itself to Plumb’s growth, but they have allowed Plumb to create a staffing structure for optimal pricing.

Plumb employees enjoy working on a number of different clients, in different industries, at any given time. This gives them more exposure to various tasks in accounting and increases their skillset.

The Plumb Structure for an Outsourced Accounting Client:

  • CFO
  • Controller
  • Senior Staff Accountant
  • Junior Staff Accountant
  • HR/Recruiting

3. Team Building Events:

To make the Plumb approach work effectively, Plumb gathers all employees, from all office locations, every quarter for company-wide updates.  At these meetings, each division shares some highlights, including new clients, staffing news, marketing activities, software certifications and charity involvement.

Plumb consists of three distinct divisions: Corporate Outsourced Accounting; Plumb Family Office Accounting and Bill Pay; and Sage Construction Certified Partner.

The best part about these team building meetings is that they are centered around a fun and competitive event.  Accountants and software consultants do NOT like to lose! Plus, Rob Scherer always grills up his famous prime steak sliders.

 

4. Plumb Clients:

Plumb provides accounting services and software solutions to a variety of companies, industries and high-net-worth families in Southern California and across the United States. With various divisions, serving startups to small and mid-market companies, there is not a “typical” client for Plumb.  Here is a list of some clients and case studies within each division at Plumb.

Outsourced Accounting:

Plumb Family Office Accounting:

Sage Construction Software:

5. COIs – Center of Influence:

Plumb works closely with our client’s center of influence (COI) or trusted advisors.  We believe that a collaborative implementation with all of our client’s COIs leverages their total expertise and gives everyone the backdrop to make better financial decisions and achieve business goals.

 

6. The Food:

Plumb may consist of a bunch of accountants and software consultants, but that doesn’t mean we aren’t all foodies at heart.  We love to eat! Thankfully, the kitchen is always stocked with snacks, desserts and more snacks.

Every month, Plumb hosts a New Employee Luncheon to introduce new team members and enjoy pizza or a local La Jolla catered meal.

In addition to the monthly luncheons, Plumb also hosts Quarterly Potlucks. This is an all-time favorite event at Plumb. Every quarter we come up with a new ‘theme’ to be added to the sign-up list. Plumb has employees from diverse backgrounds and it’s fun to try different food from different parts of the world.

 

7. Networking:

Since many Plumb clients are referred by COIs (see number 5), we believe in the power of networking. Plumb employees are members of organizations, such as ProVisors, BIA, ACG, CFMA, CalCPA and the list goes on.

In addition to attending networking events, Plumb also hosts “Lunch and Learns”, “Educational Workshops” and “Webinars”.

 

8. Parties:

The executive management team at Plumb likes to host parties!  Plumb hosts holiday parties, client appreciation parties, open house parties and parties to celebrate employees and divisions reaching goals.

 

9. Out-of-Town Conferences:

As a leading software partner for Sage Construction Software, Plumb sends software consultants to annual conferences to learn the updated features and latest requirements.

10. Employees:

Last, but not least, one of the top reasons to work at Plumb are the employees = Plumb!  We call ourselves Plumb, because, regardless of what division, or who our clients are, we work together as a team.  Our clients depend on our expertise, and appreciate the fact that we are an accounting team, consisting of CPAs, and Controllers who are knowledgeable in many industries.

Most importantly, we like to have fun!

 

 

 

Want to learn more about Plumb?  We are hiring.  See our job listings here. 

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