Orange County Outsourced Accounting Firm Promotes Lindsey

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Orange County Outsourced Accounting Firm | TAG | Announces Staff Promotion

Press Release: For Immediate Release

orange county outsourced accounting firm Newport Beach, California – TAG, an Orange County outsourced accounting firm, specializing in fractional accounting services for corporations and personal reporting solutions for high-net-worth families, is pleased to announce the promotion of Joshua Lindsey to Accounting Manager.

“Josh has been integral in the rapid growth of the Orange County office for TAG,” said Justin Atneyel, Regional Director, Orange County & Los Angeles.  “He’s highly efficient in critical decision making and is dedicated to providing excellent service to our clients”.

In his new role, Lindsey provides full-cycle accounting services for companies, so they can focus on their business.  He prepares financial statements, including accompanying schedules, annual and quarterly reports, budgeting and cash forecasting.  As an Accounting Manager, Lindsey serves as a trusted extension of each client’s business and delivers timely and accurate results. His strengths consists of initial client set-up and developing business processes and procedures to streamline the overall accounting system.

Read: Top Tips for Creating Internal Controls & Accounting Procedures

“While onboarding new clients, Josh takes the lead on setting up new accounting systems and concepts.  He stays on top of the curve when it comes to providing clients with assistance when needed,” said Atneyel.

Read: Keys to a Successful Onboarding of a High-Net-Worth Client

Joshua received his MBA from the University of Wisconsin-Whitewater. He earned his Bachelor of Business Administration with a concentration in Accounting from the University of Wisconsin-Milwaukee.

Read: Justin Atneyel and Team Produce Impressive Revenue Increases for TAG’s Orange County Office

Want pricing for outsourced accounting services?

Contact TAG Orange County


Why Hire an Outsourced Accounting Firm?

TAG has been providing outsourced accounting services throughout Southern California since 1996.  We understand that there are different levels of accounting that companies need in order to produce accurate financial statements and insights to sustain growth. We can fully outsource your entire accounting department (for a fraction of the price it would take to hire an internal team) or or take on controller-level accounting or bookkeeping on a part-time basis.

 

outsourced acct

Accounting Help – Fractional Accounting Services Include:

Outsourced CFO

  • Financial planning & analysis
  • Budgeting & forecasting
  • KPI setup & tracking
  • Credit management

Outsourced Controller

  • Monthly financial reports
  • Industry-specific reporting & analysis
  • Accounting department clean-up
  • Management & training
  • Accounting systems conversions & upgrades

Accounting Manager

  • Month-end close balance sheet & profit and loss
  • Account reconciliation
  • Cash management
  • Due diligence

Outsourced Bookkeeper & Staff Accountant 

  • Accounts payable
  • Accounts receivable
  • Invoicing
  • Payroll
  • Collections

Contact TAG Orange County

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