TAG

Beyond the Numbers. Providing valued financial and business resources & counsel for companies and individuals on the move.

Founded in 1996, TAG, an employee-owned company, provides a proprietary and unparalleled array of customized, effective and trusted accounting services and software to help entrepreneurial companies and high-net worth individuals with complex needs achieve their business and financial goals.

Outsourced Accounting and Financial Consulting
TAG supports traditional accounting departments, growing organizations that need added expertise but aren’t quite ready for a full-time controller or CFO and organizations requiring outside financial and accounting expertise when complex needs arise. Using its fast-start approach to analyze, accelerate and achieve, the firm can quickly offer a scalable and flexible combination of full-time staff and accounting/financial consulting so that clients can focus on the core of their business. Its dedicated team of employee-owners, who range in experience from staff accountants to CFO’s.

Software Consulting and Implementation Services
TAG understands that in today’s technology driven business world, accounting and software are intrinsically intertwined. From consulting, to implementation, to training, TAG’s team of experienced advisors work to improve the efficiency and reporting capabilities for our clients through technology. With more than 75 years of combined experience, TAG’s consultants excel in everything from Quickbooks to complex multi-user ERP systems. TAG is also a SAGE Authorized Business Partner.

Family CFO
By applying a controller-level’s financial insight to managing personal finances, TAG excels at high-net-worth accounting and financial consulting. The firm aims to simplify its client’s lives through a Personal Financial Concierge program that offers a comprehensive platform of services including: vendor management, timely bill payment, banking and credit management, overseeing charitable investments and performance measurement.