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TAG Announces Promotion and Expanded Role


Lydia Chen Named Client Relationship Manager for TAG's Family CFO Division.

San Diego, CA, October 12, 2018 --(PR.com)-- TAG, a premier San Diego outsourced accounting services and bill pay firm, is pleased to announce that Lydia Chen has been named Client Relationship Manger for the Family CFO division of TAG. In her new role, Chen will oversee a team of accounting managers and staff accountants, handling a complex portfolio of clients ranging from high-net-worth families, their businesses, trusts and foundations.

“We are delighted to promote Lydia Chen, she has been an integral part in TAG’s success over the years,” said Robert Scherer, President of TAG. “Her work is exceptionally detailed and her dedication to TAG and client’s is invaluable,” he said.

Chen joined TAG in 2008 as an Accounting Manager and handled internal accounting duties including accounts payable, accounts receivable, client billing, payroll, employee relations, and financial reporting. In 2011 she was promoted to corporate Controller for the firm and also provided outsourced accounting services to companies in San Diego, with a concentration in the construction industry. She has expert knowledge in several accounting software systems, including QuickBooks, NetSuite, and Sage construction accounting software.

“Her work ethic, combined with dedication to handling client relations and managing staff, has been the key to retention and sales growth for the firm,” said Anneke Stender, EVP, TAG Family CFO.

As a Client Relationship Manager, Chen and her accounting team will focus on delivering financial peace of mind to help high-net-worth families organize and navigate through their financial affairs. TAG Family CFO provides monthly financial reporting, cash flow management and bill pay services. With over 150 clients in Southern California and across the United States, TAG Family CFO works in partnership with trusted advisors to produce a holistic view of their client’s assets and financial holdings to help them make better decisions about their wealth.

About TAG
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, bill pay 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
Contact Information
TAG
Sara Gilman
619-225-9322
Contact
www.teamtag.net

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