Solution introduction
High-tech, high-touch, bill pay services
Our high-touch, high-tech personal bill pay services are custom designed to meet the needs of our high-net-worth clients. Ensure that your bills are paid on time, so you can devote more energy to enjoying life
Personal bill pay made simple
Outsource your personal bill payment needs to accounting experts and ensure that your bills are paid on time, every time. Using our secure personal bill pay services, your bills are monitored for discrepancies, tracked closely and reconciled accurately. By offloading your bill payments to trusted professionals, you never have to worry about managing your household expenses again.
Comprehensive personal bill pay services
Issuing monthly payments is only a fraction of Plumb bill pay service. Your bills fit into a larger financial and administrative picture that requires expertise and attention to detail. Here is a list of the services that we perform on your behalf, as part of your partnership with Plumb.
Features
Bill payment & recordkeeping
- Bill payment
- Reconciling credit card transactions
- Reconciling bank statements
- Power of Attorney – signature services
Expense tracking
- Properly tracking expenses
- Tracking charitable contributions
- Monitoring 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
Vendor management
- Background checks
- Preparing and filing 1099s & 1096s
- Cutting checks
- Wire transactions
Mail management services
- Setup centralized mailing address for delivery and billing
- Mail reception, processing & forwarding
Additional services
- Monthly financial statements
- Entity bookkeeping
- Trust & foundation accounting
Customers
Plumb personal bill management services alleviate the burden on your personal financial team to supervise the details of your monthly personal bills and expenses, so the focus stays on their relationship with you. Depending on the need and the complexity of your financial affairs, you can utilize Plumb bill pay as a stand-alone service or in conjunction with financial reporting, budgeting or tracking. Plumb manages the day-to-day, so your financial team can focus on the big picture.
Partners
We partner with trusted RIAs, financial advisors, financial institutions, and high-net-worth individuals to provide best-in-class family office bill pay and accounting services.
Key Data
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- End Private Clients
- Family Offices
- Financial Advisors
Client Regional Presence
- Asia
- North America
- Western Europe
Plumb Bill Pay
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