Award-winning credibility Leverage Plumb Bill Pay’s recent wins and industry recognition in UHNW private client services, Family Wealth, and WealthTech awards to open conversations with high-net-worth client prospects and wealth management firms seeking trusted accounting and outsourced C-suite services.

Family CFO offering Position the family CFO and bill pay division as a strategic extension for growing SMBs nearing ownership transition or owner retirement, targeting CEOs and business owners who need ongoing day-to-day finance support beyond traditional fractional controllers.

High-growth potential With a revenue range of 50 to 100 million and a mid-size employee base, target mid-market firms that require scalable outsourced accounting, cash flow management, and modern tech-enabled financial operations to sustain growth.

Technology moat Emphasize the tech stack including QuickBooks Online and integrated digital tools to appeal to firms prioritizing cloud-based, automated, and auditable accounting processes—selling points for efficiency gains and tighter controls.

Executive leadership leverage Highlight the prominence of leadership achievements (e.g., Anneke Stender’s awards and recognition) to build trust with prospects seeking experienced, woman-led firms delivering strategic advisory and innovative finance solutions.