TAG Bill Pay Wins Family Wealth Report Award for Their Outsourced Bill Pay Solution for Family Offices
Firm recognized in the Property & Household category for critical area of business ethics: the importance of paying bills on time. - March 21, 2020
TAG Partners with Sage Intacct to Offer Best-in-Class Cloud Construction Financial Management Software
Sage Intacct Construction combines cloud accounting with an industry-leading construction management and job costing solution. - March 13, 2020
TAG Bill Pay Wins Private Asset Management (PAM) Award for Best General Ledger System for Family Offices
Firm recognized for rapid client growth by capitalizing on a gap in the marketplace for back-office accounting services for the ultra-high-net-worth and family office space - February 15, 2020
Back-Office Accounting Firm Adds CPA to the Team
Suzanne Slatkin, CPA Named Client Relationship Manager for TAG in La Jolla, California. - December 26, 2019
TAG Announces Promotion and Expanded Office Location
Rikki McVay Named Client Relationship Manager to Oversee Eastern Region Office Location in Mississippi. - December 26, 2019
TAG Bill Pay Named Finalist for PAM Awards 2020
Recognizing top service providers in the private asset management space - December 13, 2019
TAG Bill Pay Shortlisted for the 2020 Family Wealth Report Awards
Awards showcase the best in the industry with categories focused on experts, products and services for wealth managers, high-net-worth clients and financial institutions. - December 08, 2019
Personal Bill Pay Experts Launch Website to Highlight Services
TAG Bill Pay offers an outsourced solution to manage household expenses for family offices and individuals with a complex financial life. - July 27, 2019
TAG Bill Pay Partners with Cheque Guard, a Total Check Fraud Solution
The Cheque Guard suite of products is the industry-leading answer to combating check fraud. - July 25, 2019
TAG Expands Into New York City with New Office Location
The demand for Family Bill Pay services prompts TAG to sign an office lease in order to accommodate new sales and existing clients in that region. - June 07, 2019
TAG Creates a Niche with Bill Pay Services and Announces Staff Promotion
Jennifer Silva-Reis Named Accounts Payable Supervisor for TAG Bill Pay, an Outsourced Solution for Family Offices and Individuals with a Complex Financial Life. - April 22, 2019
TAG Announces Promotion and Expanded Role
Lydia Chen Named Client Relationship Manager for TAG's Family CFO Division. - October 12, 2018
TAG, an Outsourced Accounting Firm in Orange County, Announces Executive Promotion and Dramatic Sales Growth
Justin Atneyel Named Client Relationship Manager and Delivers Impressive Revenue Increases Year-to-Date - September 01, 2018
TAG Family CFO Announces Promotion and Expanded Role
Margo Whitchurch Named Client Relationship Manager. - March 11, 2018
TAG in Orange County Appoints New Controller
Justin Atneyel brings eight years of experience in the accounting field to strengthen resources for corporate outsourced accounting division and TAG Family CFO. - July 19, 2017
TAG Signs NetSuite to the Cleveland Indians
The Indians add NetSuite to their roster, an all-in-one cloud business management suite. - December 28, 2016
Breeders’ Cup Goes Live with NetSuite from TAG
TAG Delivers Successful Implementation of NetSuite for Breeders’ Cup Limited - October 28, 2016
TAG Announces New Director of NetSuite Professional Services
Donna Sandsmark brings more than 20 years of software operations management to the team. - January 05, 2016
MOTEK TEAM, Inc. Purchases NetSuite from TAG
TAG to implement NetSuite ERP and NetSuite OneWorld to help San Diego distributor manage operations worldwide. - December 17, 2015
TAG Becomes NetSuite Digital Agency Partner
NetSuite’s SuiteCommerce platform help brands implement engaging and personalized digital experiences. - August 29, 2015
TAG Family CFO Appoints New Client Relationship Manager
Kristen Patterson Brings Over 25 Years of Accounting & Financial Management Experience to Strengthen Resources for Division. - May 29, 2015
TAG Announces Promotion and Expanded Role
Olivia Roemer, CCIFP Named Construction Software Division Manager. - May 29, 2015
Construction-Specific Accounting Software Adds Valuable Results
TAG Responds to Increased Demand by Expanding Construction Software Team. - March 21, 2015
TAG's Corporate Growth Fuels New Hires and Office Location
TAG Expands all Divisions with New Employees and New Client Acquisitions. - March 07, 2015
TAG Promotes Joe Lippert, CPA to NetSuite Consultant
TAG Expands NetSuite Professional Services Team and Aligns Organization for Future Growth - March 07, 2015
TAG Family CFO Appoints New Client Relationship Manager
Kerri Kelley Brings over 15 years of Experience in the Accounting and Business Management Field to Strengthen Resources for Outsourced Family Accounting Division. - February 27, 2015
TAG Hires Controller/CPA to NetSuite Professional Services Team
Tony Marchese brings over 10 years of accounting and information systems experience with NetSuite and ERP. - February 21, 2015
TAG Announces Executive Promotion and Expanded Role
Anneke Stender Named Executive Vice President and Head of Corporate and Family Outsourced Accounting Division - September 26, 2014
TAG Announces New Hire Sharon Barboza as NetSuite Consultant
Licensed CPA with ERP software implementation background brings expertise to TAG’s NetSuite division. - August 30, 2014
Rancho Santa Fe Rotary Club Elects Elaine Leach as Club Executive
Leach will support the Rotary as Club Treasurer. - August 30, 2014
TAG Sponsors NDIA Navy Gold Coast 2014 Conference
TAG will Feature NetSuite Exhibit at The 26th Annual National Defense Industrial Association; Celebrates 50 Years of Technology. - July 23, 2014
TAG Announces New Hire Jonathan Crane as NetSuite Sales Consultant
Former Sage VAR and accounting business owner joins NetSuite division at TAG. - July 12, 2014
TAG Brings the Cloud to San Diego with NetSuite
A Partnership with NetSuite Expands TAG's Ability to Meet Client Demand - April 30, 2014
TAG Expands NetSuite Division with Experienced NetSuite Consultant
Adam Baruh, Senior NetSuite Consultant will help with NetSuite integrations and customizations. - April 12, 2014
TAG Family CFO Broadens Service Offerings with Executive/Personal Assistance
Johanna Moffat Brings Over 20 Years of Executive Assistance Experience to Compliment Personal, Financial Concierge Services - April 02, 2014
TAG Adds CFO Consultant to Outsourced Accounting Team
Andrew Meek Brings over 15 Years of Accounting Experience to Strengthen Resources for Outsourced Accounting Division - April 02, 2014
Hands United for Children Elects Elaine Leach of TAG Family CFO to the Board of Directors
Leach will Support Non-Profit Organization as the New Director of Finance - April 02, 2014
TAG Expands Into Orange County with New Office Location
Family CFO Services, back office personal accounting and outsourced executive assistance will be the showcase of new office location. - April 02, 2014
TAG Announces Completion of Certification for JobOps, Job Management Software
TAG becomes Authorized Reseller of Integrated Job Management Software for Sage ERP. - February 14, 2014
TAG Announces Construction Financial Management Series to Accelerate Business Productivity
Six-part series to cover best practices in construction financial statements, job costing, construction software, and other critical accounting areas. - February 04, 2014