Newport Beach, CA, September 01, 2018 --(PR.com
, Orange County’s premier outsourced accounting services firm for companies and affluent families is pleased to announce the promotion of Justin Atneyel to Client Relationship Manager. In his new role, Atneyel will oversee the Orange County office with a team of outsourced controllers and accounting managers with a diverse portfolio of customers ranging from small and medium-sized businesses to high-net-worth families, their trusts and foundations.
“Within a year of hiring Justin to focus on the Orange County market he has proven to be a remarkable leader with the ability to connect with customers and staff,” said Robert Scherer, President of TAG. “He has delivered record-breaking increases in revenue profitability, employee headcount, and customer retention.”
Atneyel started working at TAG in 2017 as an outsourced controller and was also tasked with new business development for the Newport Beach office. Under the guidance of Atneyel the firm has achieved 320% sales growth over the past year and hired seven new full-time accountants, an increase of 400%, to handle fractional accounting for businesses and high-net-worth clients in the Orange County area.
“The decision to promote Justin is a result of his proven leadership abilities, constant professionalism and positive feedback from his clients, peers, staff and trusted advisors,” said Anneke Stender, Executive Vice President of TAG. “His innovative vision has strengthened the strategic direction and growth of the firm,” Stender said.
As a Client Relationship Manager for TAG, Atneyel works with his accounting team to provide outsourced accounting services to companies who are in need of fractional controller-level financial reporting and overall accounting department help. TAG deliverables include timely and accurate financial reporting, and setting up internal controls to create streamlined accounting systems so clients can make better business decisions.
TAG delivers financial peace of mind to high-net-worth families and entrepreneurs by helping them organize and navigate through their financial affairs. With over one hundred clients, Atneyel works in partnership with their trusted advisors to produce a holistic view of their assets and financial holdings.
Prior to joining TAG, Atneyel was the Controller for a manufacturing and engineering firm in Orange County. Working with the CFO, he oversaw operations of the accounting and human resources department. This included managing and recruiting the finance staff and designing an organizational structure adequate for achieving the company’s goals. In addition, Atneyel analyzed financial data and presented financial reports to the Board of Directors, while overseeing all reporting systems to ensure compliance with GAAP requirements. He managed the monthly cash flow and budget forecasting, resulting in net increase in over $3M and provided gross margin analysis, resulting in net profit increase of $2.5M.
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 outsourced accounting services and software solutions.
TAG works with clients across the country and has three 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. www.teamtag.net