(619) 225-9322
AccountingSoftwareFamily CFO
 TAG

Your Personal, Financial Concierge

Confidential, professional and personalized approach to your financial peace of mind.

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 Personal Financial Concierge services. With the goal of ensuring each client’s peace of mind, TAG is organized to be a responsive resource, providing dependable and consistent results.
» Analyze
  • Needs Analysis
  • Insurance Review
  • Trust Analysis
  • Performance Measurement
  • Account Reconciliations
  • Consolidation of Accounts
» Accelerate
  • Employee Management
  • Cash Flow Forecasting
  • Timely Bill Payment
  • Cash Management
  • Banking and Credit Management
  • Complex Trust Accounting
» Achieve
  • Monthly Financial Statements
  • Year End Tax Binder
  • Vendor Management
  • CFO Oversight of Accounts
  • Insurance Coordination
  • Trust Management

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PRESS RELEASE:

TAG The Company and a Concept

A New Model in Outsourcing for Helping Companies and Individuals on the Move with Customized Accounting Services and Counsel.
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