Outsourced Accounting
Experience. Precision. Results. We focus on a few specific industries and software solutions to ensure we operate as a true extension of your team. Our clear focus and experienced outsourced accounting services means better financial insights that help deliver results for your business.
Clarity in Accounting.
Stewardship in Service.
Our Key Industries
In our 25+ years providing outsourced accounting services we’ve focused on a few key industries to provide an unmatched level of experience and support. Having served hundreds of clients in various industries, our experience has sharpened our skills as outsourced accountants, improved our advisory services, and ultimately strengthened our position as a leading outsourced accounting firm.
Construction
& Real Estate
Manufacturing
& Distribution
Ecommerce
Professional Services
Our Software Expertise
Not every accounting software is the same, and outsourced accountants must thoroughly understand the nuances of each to be productive and efficient. When you work with Plumb, you’re outsourcing with expertly trained accountants with a deep understanding of the software and client accounting services you need as a business owner.
Analyze
Assess the current state and key challenges.
Accelerate
Optimize processes, procedures, and performance.
Achieve
Deliver measurable results.
Our Approach to Outsourced Accounting
We help you make informed decisions about your business. Through our work with hundreds of companies, we’ve developed a 7-step process that guides each project through three phases:
Our 7-Step Business Accounting Process
Based on our experience providing outsourced accountant solutions for more than 1,000 companies, Plumb has developed a 7-Step Process to help our clients succeed. The primary focus of these steps is applying the actions of: Analyze, Accelerate, Achieve.
| ANALYZE |  |
Understand IndustryIdentify industry and software challenges and create customized project objectives and a path to success. |
 |
Gather InformationExamine specific client challenges |
| ACCELERATE |  |
Examine DataDeep dive into the financial and operational data of our clients for a comprehensive understanding of their accounting needs. |
 |
Propose SolutionPresent customized, scalable solution to overcome short and long-term challenges. |
| ACHIEVE |  |
Engage with the ClientCreate financial clarity and peace of mind with customized financial reporting, streamlined processes, and internal controls. |
 |
Beyond the NumbersSpecific industry KPI’s & reports, timely financial reporting, and 30-day, 90-day, semi-annual, and annual check-ins with your CRM to ensure we are providing exceptional service. |
|
 |
Year End Wrap UpWe pull it all together with annual business tax filings, audit prep work, year-end financials, and engagement re-evaluation. |
Understand Industry
Identify industry and software challenges and create customized project objectives and a path to success.
ANALYZE
Gather Information
Examine specific client accounting and/or bookkeeping challenges to help inform the best approach to serving our future partner.
When you partner with Plumb, you'll have access to a dedicated team of accounting professionals who can provide a wide range of services, from financial planning and analysis to payroll processing and beyond.
CFO Services
Controller Services
Accounting Manager Services
Staff Accountant Services
Helping Small Business
We started as a small business almost 30 years ago, and we understand the accounting challenges small businesses face. From payroll to managing financial statements to detailed financial reports, you need an entire accounting department to handle the load but don’t have the budget.
Our outsourced accounting services can handle your financial planning needs, whether you’re just getting off the ground, or are an established small business looking for a better way to handle your financial data.
Examine Data
Deep dive into the financial and operational data of our clients for a comprehensive understanding of their current cash flow and accounting needs.
Propose Solution
Present customized, scalable outsourced accounting solutions to overcome short and long-term challenges.
ACCELERATE
Engage with the Client
Create financial clarity and peace of mind with customized financial reporting, streamlined processes, and internal controls.
Beyond the Numbers
Specific industry KPI’s & reports, timely financial reporting, and 30-day, 90-day, semi-annual, and annual check-ins with your CRM to ensure we are providing exceptional service.
Year End Wrap Up
We pull it all together with annual business tax filings, audit prep work, year-end financials, and engagement re-evaluation.
ACHIEVE
Get Started with Plumb Accounting Services
Let Plumb be your accounting team. We'll handle the bookkeeping, you handle the growth.
Ready to save time and money while having the financials you need? We have a simple and straightforward onboarding process for new clients.
Schedule an initial consultation.
During the initial call, we'll learn more about your outsourced accounting and software needs and see how our services can help.
Review and accept proposal.
We customize our outsourced accounting services to your specific needs and provide a written proposal of estimated cost and timeline.
Begin accounting services.
From software implementation to payroll services, or any other outsourced bookkeeping support, our team delivers consistent and high quality services.
Gain clarity about your numbers.
We go above and beyond for our customers to ensure you have clarity and peace of mind about your financials.
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