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ThinkPlumb

Outsourced accounting and fractional CFO services built for construction businesses.

Services-only
01 — Overview

What ThinkPlumb does

Construction accounting carries quirks that generic bookkeeping firms routinely mishandle: work-in-progress schedules, over- and under-billings, job cost tracking by project phase, and monthly close cycles tied to contract performance. LLUM, operating under the parent brand Thinkplumb, was founded by operators with direct construction and real estate CFO backgrounds and has built its entire service model around those specific demands. The firm offers outsourced accounting across four tiers, from transactional bookkeeping through fractional CFO engagements, all delivered remotely to construction and built-environment businesses across all 50 US states.

For a family office with direct operating investments in construction, real estate development, or specialty contracting, LLUM functions as an outsourced finance department rather than a software vendor. Engagements begin with a fixed-fee diagnostic review called the Blueprint Review, which assesses existing systems, team structure, and financial processes before any ongoing work begins. Services delivered include:

  • Monthly WIP reporting and job cost analysis
  • Controller-level oversight and month-end close management
  • AP/AR processing, payroll, and reconciliations
  • Cash flow forecasting and P&L reporting by project
  • Fractional CFO support for strategic planning and banking relationships

The firm carries experience across construction-specific platforms including Sage 300 CRE, Sage 100 Contractor, Foundation Software, Procore, Buildertrend, NetSuite, and Acumatica, which matters when a portfolio company is mid-implementation or needs a system migration managed without hiring a permanent controller. Pricing is not publicly disclosed, and the service is US-focused with no indication of cross-border or multi-currency capability. For family offices whose operating companies sit outside the construction and built-environment sector, LLUM's deep vertical specialisation becomes a constraint rather than an advantage.

We're not a commodity bookkeeping firm. We're your long-term financial partner built for builders.

On ThinkPlumb, from a family-office user
02 — Product & capabilities

What it covers

Core tasks
  • Monthly WIP reporting and job cost tracking
  • Controller-level financial oversight and month-end close
  • Fractional CFO engagement including cash flow forecasting and strategic planning
  • AP/AR processing, payroll, and bank reconciliations
  • Accounting system implementation and migration support
  • Year-end financial close and tax planning coordination
Notable features
  • Blueprint Review fixed-fee diagnostic of systems, financials, and team
  • Fractional CFO services including monthly meetings and financial leadership
  • Controller-level oversight and month-end close management
  • Job cost reporting and WIP schedule preparation
  • Custom P&L reporting by project or job
  • Cash flow forecasting and over/under-billing analysis
  • SOP development for internal AR/AP staff
  • Construction software implementation and migration support
  • Outsourced bookkeeping including AP, AR, payroll, and reconciliations
Assets supported
Real Estate
Platform & technology
Custom Reporting
03 — Company

The firm behind it

Ownership
Privately held
Software type
Services-only
Headquarters / markets
United States
Key people
JJustin AtneyelPresident
RRobert SchererFounder and Board Member
CClaudine MatsunagaDirector of Operations
KKimberly HiattDirector of Partner Engagement
BBrittany MarslandInternal Controller
YYomeli MontesanoPeople Growth and Operations Lead
JJessica PascoliniBoard of Directors
04 — Clients & fit

Who it’s for

Built for Finance / Accounting Teams, Private Wealth Owners / Principals.

05 — Support & onboarding

Getting it running

Dedicated named controller or CFO contact, phone, email, remote engagement with regular monthly meetings

Begins with Blueprint Review diagnostic assessment of systems, financials, and team structure before ongoing engagement is scoped