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TAG Family CFO Announces Promotion and Expanded Role

Margo Whitchurch Named Client Relationship Manager.

La Jolla, CA, March 11, 2018 --( TAG Family CFO, Southern California’s premier outsourced accounting services and financial reporting firm for affluent families and entrepreneurs, is pleased to announce that Margo Whitchurch has been named Client Relationship Manager. In her new role, Whitchurch will oversee a team of Accounting Managers and Staff Accountants with a complex portfolio ranging from high-net-worth families, their businesses, trusts and foundations.

“The decision to promote Margo is a result of her proven leadership abilities, constant professionalism and ability to connect with clients,” said Anneke Stender, Executive Vice President of TAG. “She has earned respect from her peers, advisors and clients,” Stender said.

Whitchurch joined TAG in 2014 as an Accounting Consultant to provide Controller-level accounting services for companies in a wide range of industries. Within four years, she was promoted to Accounting Manager and Controller. With expert knowledge in QuickBooks and highly organized in the creation of streamlined accounting systems, Whitchurch produces timely and accurate financial statements so her clients can make better financial decisions with their wealth.

Working with her team at TAG Family CFO, Whitchurch will focus on delivering financial peace of mind by helping clients organize and navigate through their financial affairs. TAG Family CFO provides monthly financial reporting and analysis, cash flow management and bill pay services for the high-net-worth. With offices in La Jolla, Rancho Santa Fe and Newport Beach, TAG Family CFO has over one hundred clients and works in partnership with their trusted advisors to produce a holistic view of their assets and financial holdings.

About TAG Family CFO
Founded in 1996, TAG’s mission is to help companies and individuals achieve their business and financial goals by providing an unparalleled array of customized, effective and trusted accounting services, software and counsel.

TAG has four office locations in Southern California: 1227 Prospect Street, Suite 200, La Jolla, CA 92037; 16904 Via de Santa Fe, Rancho Santa Fe, CA 92067 and 100 Bayview Circle, Suite 270, Newport Beach, CA 92660 and 11801 Pierce Street, Suite 200, Riverside, CA 92505.
Contact Information
Sara Gilman

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