Posts about:

Reporting

HNW, Alternative Investments Reporting, HNWI, Reporting, Alternative Investments

May 23, 2024 12:00:00 AM

Understanding High Net Worth Reporting Around Alternative Investments

Posted on May 23, 2024 at 4:00 pm.

High Net Worth (HNW) individuals...

Anneke Stender

Family CFO, family office, Bill Pay, bill pay services, Reporting, bookkeeper, Family Bill Pay, high-net-worth, Family Office Services

Apr 30, 2024 12:00:00 AM

Posted on April 30, 2024 at 5:00 am.

Bambi Derby HNWI Bill Payment Expert

Sage Intacct, HNWI, Bill Pay, bill pay services, Reporting, Family Bill Pay, high-net-worth, Family Office Services

Feb 22, 2024 12:00:00 AM

Posted on February 22, 2024 at 8:00 am.

Many of Plumb’s...

Anneke Stender

HNW, HNWI, Family CFO, back-office accounting, family office, Bill Pay, personal accounting, bill pay services, Reporting, outsourced accounting, Plumb Family CFO, Family Bill Pay, high-net-worth, Plumb Bill Pay, Family Office Services, white-glove service

Feb 8, 2024 12:00:00 AM

Posted on February 8, 2024 at 9:26 am.

A common misconception about...

Anneke Stender

QuickBooks, back-office accounting, family office, Bill Pay, bill pay services, Reporting, personal bill pay, Family Bill Pay, Plumb Bill Pay, Family Office Services, bill payment app

Dec 28, 2023 12:00:00 AM

Posted on December 28, 2023 at 7:31 am.

Plumb’s proprietary bill pay app was...

Rob Scherer