Clarity in Accounting.
Stewardship in Service.

We've been in business for decades.

Since 1996, we have provided outsourced accounting services directly to the industries we serve, giving our leadership team decades of relevant experience.

We are your industry experts.

We don’t take just any clients — we focus exclusively on a few key industries where our team has deep knowledge of the bookkeeping and accounting needs for your business.

We invest in our people.

Our highly competitive hiring process and rigorous training program ensures your outsourced accountant has extensive knowledge of the key industries and software solutions we support.

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. Read More

We comprehend different business processes, financial management needs, business environment, and accounting resources, aiming to help every business leader make informed business decisions with the best business solutions.

Construction
& Real Estate

Manufacturing
& Distribution

Ecommerce

Professional Services

Our Software Expertise

Not every accounting software is the same. Whether it is Sage software, QuickBooks software, or NetSuite software, 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 a wide variety of 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 financial decisions about your business with strategic planning. 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 extensive 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 Industry

Identify industry and software challenges and create customized project objectives and a path to success.

Gather Information

Examine specific client challenges
to help inform the best approach to
serving our future partner.

ACCELERATE

Examine Data

Deep dive into the financial and operational data of our clients for a comprehensive understanding of their accounting needs.

Propose Solution

Present customized, scalable solution to overcome short and long-term challenges.

ACHIEVE

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.