San Diego Women of Influence Awards

Margo Whitchurch

Congratulations to Olivia Roemer & Margo Whitchurch

Final Nominees for San Diego Women of Influence Awards

The San Diego Women of Influence Awards is presented by Connected Women of Influence, a leading B2B association for women business owners, executives and professionals to connect and collaborate.

Game Changer Award:  Olivia Roemer, CCIFP, Manager, Construction Software Division for TAG

San Diego WomenOlivia Roemer has been named a final nominee for the San Diego Women of Influence Awards.  This recognizes a woman who has made significant contributions in their profession and industry with a track record of change, innovation, inspiration and accomplishments.

Roemer is a true game changer in the field of construction accounting software.  She joined TAG in 2009 as a construction accountant and software consultant for Sage 300 CRE. In 2015, she was promoted to Construction Software Manager to lead the division, hire a sales team, bring in new clients and oversee the strategy to expand into Riverside, Orange County and Los Angeles.

Within a year in her new role, she had a full-team of Certified Sage Consultants and Sales Associates in place to fulfill the goals which led to an overall 31% increase in sales.  Sage awarded TAG as one of the “Top 3 Growing Resellers” in the Nation.

In a predominantly male environment, Roemer has two certifications that are rarely earned by females.  She is a CCIFP (Certified Construction Industry Financial Professional) and Sage 300 Construction & Real Estate Certified Consultant.  These two certifications, combined with her years of experience providing accounting expertise and software to the construction industry has earned her respect from the top construction firms in the nation.

She encourages her team at TAG to also become certified in their field, and carve out a niche in the construction industry to be recognized as leaders.  She frequently hosts team building events and recognizes their efforts with accolades and promotions.

Roemer is deeply involved in the construction community in San Diego, Orange County and Riverside County.  She was a board member for Construction Financial Management Association (CFMA) in San Diego for two years and is an active member in AGC, BIA, ABC, ASA, San Diego Women in Construction and Surety of San Diego chapter.

She is a frequent presenter and has had speaking engagements in the construction industry to educate business owners and financial managers on the importance on new software technology, accounting procedures and tracking job costs specific to the industry. She is viewed as a thought leader in the construction industry by consistently writing articles and posting Sage Tip Videos to help companies achieve better results with accounting and software procedures.

Woman to Watch Award:  Margo Whitchurch, Client Relationship Manager, TAG Family CFO

San Diego Women Margo Whitchurch 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.

To say that Whitchurch loves accounting is an understatement!  At 36, she is the next Woman to Watch.  Accounting runs in her family, as her grandfather is a CPA and so is her sister.

In just under four years, Whitchurch went from being a Staff Accountant for the Corporate Outsourced Accounting division at TAG to being promoted each year to Accounting Manager, then Controller and now Client Relationship Manager for Family CFO.  She oversees a team of 15 accountants and provides both Controller-level accounting services for high-net-worth families and their businesses while also reviewing her staff’s financial reports for accuracy.

With expert knowledge of QuickBooks, and highly organized in the creation of streamlined accounting systems, Whitchurch produces timely and accurate monthly financial statements and supporting schedules to help her clients make better business decisions.  She has over eight years of accounting experience and has become a trusted advisor to her clients.

When asked how she climbed the ranks so quickly at TAG, she said she was eager to keep learning because she loved accounting so much.  She always asks to take on more responsibilities and shadowed anyone she could to learn more.

She completed the Accounting Certificate Program at Mira Costa College with a 4.0 GPA.  She was also recommended by her professors to be a math tutor, which has helped her with her current team at TAG.  She has the patience and determination to help others learn accounting.

Save the Date

The San Diego Women of Influence Awards take place:

  • Wednesday, March 21, 2018
  • 11:00 AM – 2:00 PM
  • Hilton Mission Valley
  • Register


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