TAG New York City | TAG Expands into New York City with Office Location

TAG New York City

TAG New York City

The demand for Family Bill Pay services prompts TAG to sign an office lease in New York City in order to accommodate new sales and existing clients in that region.

Press Release: TAG New York City

TAG New York City Location La Jolla, CA – June, 2019 – TAG, a premier back-office accounting, financial reporting and bill pay firm for family offices and the high-net-worth, is pleased to announce a new office based in the heart of Midtown New York City. Located at 747 Third Avenue, Suite 200 in New York, New York marks the fourth office location for TAG. This east coast footprint enables access to the Nation’s top family offices and wealth management firms to provide outsourced bill pay services.

Request a family bill pay quote

“The expansion into New York City represents an exciting development for TAG,” said Anneke Stender, Executive Vice President of TAG. “The space offers a single location for northeast sales, new business development and supporting our existing clientele in that region,” she said.

As a preferred bill pay vendor for several premier multi-family offices, single family offices, wealth management firms and financial institutions, TAG is experiencing rapid client acquisition. The success of the service offering has resulted in positive impacts of revenue for the firm.  In addition, Team TAG has been expanding with new employees to handle the accounts.

“We have been putting capital to work in order to accelerate our business plan for TAG Bill Pay and to meet our objectives for growth. This includes security, technology and our white glove service,” said Robert Scherer, President of TAG. “The new office space is just the beginning,” he said.  “We are developing a mobile bill pay app and will be launching a separate website in the coming months”.

Since 1996, TAG has been specializing in financial reporting and accounting services that cater to the high-net-worth and their family offices. By providing a holistic view of assets and financial holdings, it gives clients and their personal financial team clear data to establish budgets and wealth retention strategies.

List of TAG Family CFO Services>>

TAG Bill Pay is a comprehensive and customizable service performed by a team of Accounts Payable experts that includes bill payment and recordkeeping, expense tracking, cash flow reporting, vendor and mail management. With bank-level security measures, there is complete account production and a cloud infrastructure for real-time 24/7/365 network monitoring and detection. All sensitive financial information is encrypted and uploaded to the client’s private cloud portal with two-factor authentication for login.

“What makes the TAG Bill Pay service offering so successful is that we deliver a high-touch, secure, and reliable solution that give family offices and their clients a trusted resource to offload their household bill paying and recordkeeping tasks,” said Robert Scherer. “By opening an office in NYC, we will further strengthen our nationwide presence and capitalize on sales that cater to the ultra-high-net-worth,” he said.

 About TAG New York City:

Founded in 1996 as an outsourced accounting firm, TAG’s mission is to help organizations and individuals achieve their business and financial goals by providing an unparalleled array of customized, effective and trusted services, including financial reporting, bill pay, and fractional accounting solutions.

TAG works with clients across the country and has four office locations: Main Office is located at 1227 Prospect Street, Suite 200, La Jolla, CA 92037; Orange County office: 100 Bayview Circle, Suite 270, Newport Beach, CA 92660; Rancho Santa Fe Office: 16904 Via de Santa Fe, Rancho Santa Fe, CA 92067 and East Coast Office: 747 Third Avenue, Suite 200, New York, New York 10017.         

TAG Family Bill Pay Services Include:

  • Bill Payment
  • Recordkeeping
  • Entity Bookkeeping
  • Payroll Administration
  • Monthly Financial Statements
  • Expense Tracking
  • Reconciling Bank & Credit Card Accounts
  • Wire Transfers
  • Cash Flow Reporting
  • Vendor Management
  • Mail Management
  • Trust & Foundation Accounting
  • Budget Analysis       

TAG Bill Pay – How it Works 

The client process is based on a 7-phase bill pay cycle which features segregation of duties, multiple levels of review and secure access. By following these checks and balances, clients enjoy peace of mind knowing that their assets and bills are constantly monitored and paid on time.

TAG Bill Pay Process

To Receive a Quote for TAG Bill Pay, please fill out this form:

Bill Pay Services: New Client Questionnaire

Please complete the following information to the best of your knowledge to assist us in preparing a proposal for services. The information provided should just entail the assets and transactions that would be tracked by TAG if engaged.

TAG New York City address is: 747 Third Avenue Suite 200 New York, New York 10017

Contact TAG New York City: 888-TEAMTAG