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

TAG Announces Promotion and Expanded Office Location

Rikki McVay Named Client Relationship Manager to Oversee Eastern Region Office Location in Mississippi. - December 26, 2019

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 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

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 Announces Promotion and Expanded Role

Olivia Roemer, CCIFP Named Construction Software Division Manager. - May 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

Construction-Specific Accounting Software Adds Valuable Results

TAG Responds to Increased Demand by Expanding Construction Software Team. - March 21, 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's Corporate Growth Fuels New Hires and Office Location

TAG Expands all Divisions with New Employees and New Client Acquisitions. - 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 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

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 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

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 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

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