Placeholder June 11, 2020
How-To Prepare for the New Normal (Top Considerations)

“The Only Constant is Change” As we settle into our new normal, only a few months after COVID-19 has disrupted our daily lives, we are experiencing a new way to do business and navigate the changes ahead.  The digital transformation is coming to the fore front faster than ever.  While there is no way to […]

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Thumbnail June 4, 2020
(Virtual Event) Healthy Strategies for Healthcare Finance and Accounting

It’s a Healthcare Finance Hangout! Join TAG and Sage Intacct every Tuesday in June for a virtual event: Healthcare Finance Hangout. This complimentary 4-week series for healthcare industry finance leaders is focused on how we can lead our organizations out of crisis and re-ignite growth. Healthcare finance leaders throughout the country will be joining every […]

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Thumbnail May 20, 2020
The Covid Crisis: Why Outsourcing your Accounting Can Help Your Business

The economic impact of the coronavirus challenge gives outsourced accountants an opportunity to help create a “new normal” for companies seeking ways to save costs and improve processes. As companies are looking to minimize their loses and speed up financial recovery, it is a good time to consider outsourced accounting as an option to move […]

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Thumbnail December 5, 2019
Startup Accounting Advice: 7 Tips from a Fractional CFO to help startup companies

In need of some startup accounting advice? As an outsourced accounting firm, we have a team of financial experts who understand the unique needs of the startup industry. We can handle everything from the bookkeeping, general accounting and producing monthly financial statements, while also stepping in to provide startup accounting advice from a CFO perspective. Justin Atneyel, Regional Director […]

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Thumbnail November 11, 2019
QuickBooks Online: How-to Close Year-End Books

As an outsourced accounting firm with expertise in QuickBooks Online, we work with many businesses to help them close out their books for year-end. In just eight steps, first you must close your books in QuickBooks Online: You need to click the Company name (gear icon), in the upper-right-corner Select Account and Settings Go to Advanced […]

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Thumbnail October 14, 2019
Top Accounting Functions to Outsource

Accounting functions, think you’re ready to have them be outsourced? From start-ups to well-established firms, many companies turn to outsourcing as an option to handle low-impact accounting functions. In order for companies to be successful with high-level finance strategies, it’s best to have non-core accounting tasks be handled by an efficient and cost-effective bookkeeper or […]

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Thumbnail September 30, 2019
Webinars for the Construction Industry

Stay tuned each Wednesday for free webinars for the construction industry hosted by TAG and Sage Construction Software partners. These webinars are hosted online for 30-minutes, with time for questions and answers.  You will be able to see first-hand how Sage 100 Contractor and Sage 300 Construction and Real Estate is optimized with special features, […]

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Thumbnail February 27, 2019
Family Bill Pay Services: Organize Your Financial Life

Family Bill Pay Services | Personal Bill Pay by TAG Family CFO Family bill pay services is a featured offering of TAG Family CFO.  Depending on need and the complexity of your financial affairs, family or personal bill pay can be a stand alone service or used in conjunction with financial reporting, budgeting or expense […]

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Thumbnail February 12, 2019
How to: Bank Reconciliation in QuickBooks | Accounting Tips

  Bank Reconciliation in QuickBooks Video Tutorial In this accounting tips video, you will get step-by-step instructions on how to perform a bank reconciliation in QuickBooks. What is a bank reconciliation in QuickBooks and why is it important? Performing a bank reconciliation in QuickBooks  is the process of comparing your internal financial records against your bank accounts’ records. […]

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Thumbnail February 5, 2019
Quick Tips for Managing Construction Payroll

Financial and Construction Accounting Strategies to Help Make Your Company More Profitable Whether you currently own Sage 100 Contractor or if you’re looking for an easier way for managing construction payroll, TAG is hosting a free webinar.  In this 30-minute webinar, TAG will walk you through the different ways to produce construction payroll reports in […]

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