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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Thumbnail January 23, 2019
Ultra-High-Net-Worth Investor Gains Clarity with TAG Family CFO Services

Providing an Entrepreneur with Up-to-Date & Consolidated Financial Data for a Clear Picture of Wealth Case Study: Ultra-High-Net-Worth Investor & Business Owner Client: Ultra-high-net-worth entrepreneur with multiple business investments, rental properties and luxury yacht. Net-Worth: $150 Million + Background: An entrepreneur who recently sold one of his businesses needed help with his personal accounting, tracking […]

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Thumbnail December 17, 2018
Top Construction Accounting Software (of the year)

Top Construction Accounting Software – Insights from TAG | Sage Reseller TAG, an Authorized Partner of Sage Construction Accounting Software, ranks the most popular content this year for top construction accounting software. #1 How to Prepare for New Construction Accounting Software Considering new construction accounting software?  Here is a list of four tips to help […]

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Thumbnail December 12, 2018
The Best Outsourced Accounting Blog Posts (Top Ten)

Ranking the Best Outsourced Accounting Posts of the Year TAG has a reputation as one of the best outsourced accounting firms in California and across the United States.  With a team of accounting experts who provide outsourced accounting and bookkeeping services for companies in various industries, TAG understands the importance of industry-specific reports and meeting deadlines. […]

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Thumbnail October 17, 2018
Gas Station Accounting Outsourcing: A Better Option for your Business

Gas station accounting and bookkeeping, when done correctly, is important for the production of meaningful reports. These financial reports help to accurately track profitability which can improve cash flow. Most gas station owners have multiple locations, which means good time management is key to success. Yet, they don’t have the expertise to handle the accounting to […]

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