Skip to content

Plumb's high-touch, high-tech personal bill pay services ensure that your bills are paid on time, so you can devote more time and energy to enjoying life.

Workplace with tablet pc showing calendar and a cup of coffee on a wooden work table close-up

With Plumb’s proven outsourced bill pay solution, you receive high-touch service from accounting experts who provide cash flow reporting, track your expenses and pay your bills reliably and securely.

Plumb's experienced bill pay team provides services such as:

  • Bill Payment
  • Reconciling Credit Card Transactions
  • Reconciling Bank Statements
  • Power of Attorney – Signature Services
  • Expense Categorization
  • Track Charitable Contributions
  • Monitor Credit Card Activity
  • Monthly Cash Flow Report
  • Year-End Reconciliations
  • General Ledger Review
  • Supply Supporting Documents to CPA or Advisor for Taxable Deductions
  • Analysis of Expenses
  • Background Checks
  • Prepare and file 1099s and 1096s
  • Check Processing
  • Wire and ACH Transactions

"Thanks to our dedicated team of accounting professionals at Plumb, and their expert knowledge of Sage Intacct, I have a better understanding of my income and expenses and am much better prepared for my long-term wealth planning."

UNHWI Client, San Francisco, CA
Get Started with Plumb