Save time and money, while gaining peace of mind with an array of outsourced accounting services by Plumb. Learn how Plumb goes "beyond the numbers" to help you achieve financial clarity.➢ I work with high-net-worth individuals and family offices, who want to organize their finances and alleviate their accounting-related stress. Plumb's 7-Step Process streamlines your accounting workflow for Plumb's team of accountants to provide top-tier accounting and bill pay services that ensure our clients are able to focus on their business or enjoy their wealth. ➢ With 20 years of experience in the financial and accounting industry, I oversee Plumb’s Family Office Accounting and Bill Pay division, mainly focusing on the accounting and back office function to support high net worth individuals and family offices. In 2007, I developed the Family Office Accounting division and in 2018 I developed the Bill Pay division at Plumb.Specialties:✓ Monthly Financial Statements✓ Bookkeeping Services✓ Complex High-Net-Worth Personal Accounting, Financial Reporting and Analysis✓ Bill Pay Services✓ Budgeting and Forecasting✓ Trust Accounting✓ Non-Profit Accounting
Listed skills include Accounting, Financial Reporting, Finance, Financial Statements, and 30 others.