Margo Whitchurch Named Client Relationship Manager
La Jolla, CA – March, 2018 – TAG Family CFO, Southern California’s premier outsourced accounting services and financial reporting firm for affluent families and entrepreneurs, is pleased to announce that Margo Whitchurch has been named Client Relationship Manager. In her new role, Whitchurch will oversee a team of Accounting Managers and Staff Accountants with a complex portfolio ranging from high-net-worth families, their businesses, trusts and foundations.
“The decision to promote Margo is a result of her proven leadership abilities, constant professionalism and ability to connect with clients,” said Anneke Stender, Executive Vice President of TAG. “She has earned respect from her peers, advisors and clients.” Stender said.
Whitchurch joined TAG in 2014 as an Accounting Consultant to provide Controller-level accounting services for companies in a wide range of industries. Within four years, she was promoted to Accounting Manager and Controller. With expert knowledge in QuickBooks accounting and highly organized in the creation of streamlined accounting systems, Whitchurch produces timely and accurate financial statements so her clients can make better financial decisions with their wealth.
Working with her team at TAG Family CFO, Whitchurch will focus on delivering financial peace of mind by helping clients organize and navigate through their financial affairs. TAG Family CFO provides monthly financial reporting and analysis, cash flow management and bill pay services for the high-net-worth. With offices in La Jolla, Rancho Santa Fe and Newport Beach, TAG Family CFO has over one hundred clients and works in partnership with their trusted advisors to produce a holistic view of their assets and financial holdings.
Margo Whitchurch – Woman to Watch
Announced in March, Margo has been named a final nominee for the San Diego Women of Influence Awards. This recognizes a woman under 40 years of age who has significant accomplishments and success in their chosen profession. The award luncheon takes place on Wednesday, March 21, 2018 at 11:00AM. You can register here.
Experience the TAG Family CFO Difference.
TAG Family CFO provides personal accounting services for the high-net-worth and their family offices.
- Family Bill Pay
- Monthly Financial Statements
- Cash Flow Management
- Payroll Services
- Bank & Credit Card Reconciliation
- Insurance Coordination & Oversight
- Annual Tax Organizer
For more information regarding TAG Family CFO, read frequently asked questions or contact us: