Accounting Management Solutions Blog

TAG Section 179 October 16, 2017
Save on Construction Software with Section 179

Take Advantage of Section 179 and Upgrade to Sage Construction Software TAG announces year-end sale on Sage construction software, including Sage 100 Contractor, Sage 300 Construction and Real Estate and Sage Estimating software.  As a top Sage reseller for construction software, TAG works to find you the best pricing for owning or leasing. New Clients: […]

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paperwork relief natural disaster October 16, 2017
Paperwork Relief after a Natural Disaster: Guidance on how to start managing the chaos

4 Steps for Paperwork Relief: After experiencing devastating natural disasters in the past weeks, those who were affected are trying to get back on track and find paperwork relief. Besides numerous other steps, victims need to document their losses and damages, checking their records and embracing lots of paperwork. Since various issues need to be […]

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managing wealth October 12, 2017
TAG Family CFO Asks: Who’s Managing your Wealth?

A top priority for affluent families is managing wealth. To make things clear, TAG Family CFO does not provide services that manage wealth or advise on investment strategies. TAG Family CFO works with their client’s personal financial team to provide an accurate view of wealth through consolidated reports and financial statements.  Consistent communication with the […]

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TAG Accountants October 11, 2017
TAG Accountants: What the PACE Palette Tells Us

TAG Accountants: Quarterly Meeting Written by: Macy Samin, Marketing & Communications Associate at TAG TAG’s Q2 Training session was led by President, Robert Scherer and featured The PACE Palette, a personality assessment tool designed to enhance communication in the workplace. The training was interactive, memorable, and highly enlightening. The PACE Palette represents four general personality […]

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organizing financial records October 2, 2017
Organizing Financial Records with TAG Outsourced Accounting

Be Year-End Ready Here we are in the 4th quarter.  This is the time of year that TAG works closely with their business clients and high-net-worth families, preparing and organizing financial records for year-end planning. Effective year-end planning starts with organizing financial records to present accurate information and reliable data to our business client’s trusted advisors, […]

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bank recs in sage timberline September 25, 2017
Top 5 Reasons Why Bank Reconciliation is out of Balance in Sage

Are your bank reconciliations out of balance in Sage 300 CRE (Timberline)? Sage 300 CRE (Timberline) Certified Software Consultant, Olivia Roemer, helps answer how to fix your bank reconciliations. In my years of consulting construction clients in their Sage 300 Construction and Real Estate (Timberline) software, I am frequently asked “why is my bank reconciliation […]

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