Frequently Asked Questions

With decades of specialized expertise, we cater to the construction & real estate, manufacturing & distribution, e-commerce, and professional services sectors. This allows us to provide tailored guidance based on extensive industry experience.

Our seasoned accounting experts seamlessly integrate into a client's finance workflow based on customized engagement models. We collaborate directly while bringing an outsider's objective perspective. Clients gain financial insights and support without significant overhead expenses.

Beyond core transactional support, we take a consultative approach - assessing processes, providing strategic insights, and implementing technologies to elevate finance function maturity over multi-year engagements. We tailor services to each client's needs and challenges.

With specialized teams across critical sectors, we take pride in our customized matching capabilities based on industry, current pain points, and growth stage. New clients complete a comprehensive intake process, so we assign ideal talent.

We recruit seasoned professionals with 5-15 years of experience serving in senior finance roles across public accounting and industry positions. Many have operated as Controllers, CFOs, or Partners prior to joining our firm. Check individual bios for specifics.

From specialized software platforms to emerging regulations, our experts complete extensive technical training when joining and throughout their tenure. We invest heavily in our people so clients access leading-edge capabilities.

While some firms offshore select functions, 100% of Plumb's accounting talent resides domestically. This ensures greater collaboration, communication, and alignment with onshore clients.

Our experts work hand-in-hand with organizational leadership, finance teams, and other department heads in a highly collaborative fashion. They participate in standing meetings, strategy sessions, and critical initiatives integral to company progress.

We offer a range of flexible arrangements from hourly consulting to multi-year managed services with fixed monthly fees. Companies may also augment existing teams with specialty support or interim department leadership. We scale to current and future needs.

Typical outcomes include:

• Optimized cash flow.
• Reduced compliance risk.
• Improved visibility through management reporting.
• Automated workflows through technology integration.

Overall, we aim to elevate the strategic capabilities of the finance function.

The first month involves:

• Aligning on key objectives.
• Establishing communication rhythms.
• Onboarding onto client platforms.
• Assessing current processes.
• Collaboratively building an initial project plan tailored to the most pressing needs.