Thumbnail December 5, 2019
Startup Accounting Advice: 7 Tips from a Fractional CFO to help startup companies

In need of some startup accounting advice? As an outsourced accounting firm, we have a team of financial experts who understand the unique needs of the startup industry. We can handle everything from the bookkeeping, general accounting and producing monthly financial statements, while also stepping in to provide startup accounting advice from a CFO perspective. Justin Atneyel, Regional Director […]

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Thumbnail November 11, 2019
QuickBooks Online: How-to Close Year-End Books

As an outsourced accounting firm with expertise in QuickBooks Online, we work with many businesses to help them close out their books for year-end. In just eight steps, first you must close your books in QuickBooks Online: You need to click the Company name (gear icon), in the upper-right-corner Select Account and Settings Go to Advanced […]

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Thumbnail October 14, 2019
Top Accounting Functions to Outsource

Accounting functions, think you’re ready to have them be outsourced? From start-ups to well-established firms, many companies turn to outsourcing as an option to handle low-impact accounting functions. In order for companies to be successful with high-level finance strategies, it’s best to have non-core accounting tasks be handled by an efficient and cost-effective bookkeeper or […]

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Thumbnail September 30, 2019
Webinars for the Construction Industry

Stay tuned each Wednesday for free webinars for the construction industry hosted by TAG and Sage Construction Software partners. These webinars are hosted online for 30-minutes, with time for questions and answers.  You will be able to see first-hand how Sage 100 Contractor and Sage 300 Construction and Real Estate is optimized with special features, […]

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Thumbnail February 27, 2019
Family Bill Pay Services: Organize Your Financial Life

Family Bill Pay Services | Personal Bill Pay by TAG Family CFO Family bill pay services is a featured offering of TAG Family CFO.  Depending on need and the complexity of your financial affairs, family or personal bill pay can be a stand alone service or used in conjunction with financial reporting, budgeting or expense […]

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Thumbnail February 12, 2019
How to: Bank Reconciliation in QuickBooks | Accounting Tips

  Bank Reconciliation in QuickBooks Video Tutorial In this accounting tips video, you will get step-by-step instructions on how to perform a bank reconciliation in QuickBooks. What is a bank reconciliation in QuickBooks and why is it important? Performing a bank reconciliation in QuickBooks  is the process of comparing your internal financial records against your bank accounts’ records. […]

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Thumbnail February 5, 2019
Quick Tips for Managing Construction Payroll

Financial and Construction Accounting Strategies to Help Make Your Company More Profitable Whether you currently own Sage 100 Contractor or if you’re looking for an easier way for managing construction payroll, TAG is hosting a free webinar.  In this 30-minute webinar, TAG will walk you through the different ways to produce construction payroll reports in […]

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Thumbnail February 5, 2019
Learn How to Print a Bank Deposit Form in NetSuite

NetSuite Tips & Tricks   Learn How to Print a Bank Deposit Form in NetSuite Form in NetSuite: out of the box, NetSuite does not support printing bank deposits.  However, by using SuiteScript, we were able to find a way to print a bank deposit form in NetSuite. TAG is an outsourced accounting firm with […]

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Thumbnail February 5, 2019
NetSuite Data Migration Plan

A NetSuite data migration plan is key for setting up your accounting system. TAG works with companies using NetSuite to help with their internal accounting needs.  We provide fractional support and have accounting experts with a NetSuite background. You have decided to upgrade your business management system and implement NetSuite.  There are many steps to […]

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Thumbnail February 5, 2019
Non Profit Accounting Outsourcing Is Cost Effective

TAG Creates Financial Transparency with Non Profit Accounting Outsourcing Is non profit accounting outsourcing right for you? The financial bottom line matters the most when it comes to nonprofits.  Since every donation and dollar counts, nonprofits seek ways to save money and be more efficient, so they can focus on their mission statement. Many small […]

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