Case Studies

Learn more about our work with clients in many different industries.

The mason behind work. House building.

Masonry Company Utilizes Outsourced Accounting for Peace of Mind

Client Details

Our client is a third-generation family-owned masonry company based in Texas.

Background

The company needed outsourced accounting services to help get their books caught up and manage their monthly closes.

The Challenge

After his CFO left, the President of this family-owned masonry company was challenged with an internal accounting team that struggled with their ability to maintain and support all the accounting needs of the firm. He was especially concerned about getting their books caught up and getting accurate and timely monthly closes. He also didn’t want to find himself in a similar position down the road, nor did he want to add to his headcount again, so he sought an experienced outsourced controller with construction expertise to step in and help.

The Solution/Outcome

The expert outsourced accounting team at Plumb was able to step in and assist with our fractional controller services and:

  • Successfully caught up their books.
  • Implemented procedures to ensure timely and accurate month-end close processes.
  • Streamlined internal processes by improving communication between a previously siloed company.

By alleviating his concerns about “getting it all done on time and accurately” and by providing clarity into their finances and ongoing projects, Plumb allowed the President of this company to focus on continued growth.