CPA and Accounting Services

CPA and Accounting Services

Human Resources Services

Connecting Your Organization to Better Solutions

{ Virtual or In-Person }

Fractional CFO Services

TAG CFO Services go beyond the controller level services to provide a deeper level of experience for familiar challenges of growing companies, including recapitalization, M&A, financing, ERP system scoping and other sophisticated challenges. These can be on a project or retainer basis​.

Fractional Controller Services

Growing companies often need more than tactical bookkeeping; TAG Controller Services include on-call, fixed fee agreements to provide financial planning services to allow your company to “look forward” as opposed to the typical historical reporting. Service could include cost of goods and margin analysis and tracking; payroll cost management; contract compliance and internal controls to reduce the risk of fraud​.

Back Office Accounting

Our accounting services can provide timely and “clean” reporting that are a step above what most internal teams can do—usually at a lower cost than a full-time internal resource at your organization. And we provide segregation of duties, which can help mitigate fraud risk that is oftentimes evident in small companies​.

Accounting Clean Up

Personnel changes, processes and accounts that have become outdated, system changes and other such challenges result in poor financial reporting information, usually combined with an inordinately long monthly, quarterly, or annual close. The TAG swat team of seasoned financial professionals give organization’s books a reset to result in better, and more timely financial reporting​.

Audit Preparation and Readiness

Need help getting ready for or getting through your year end audit? Our professionals have extensive experience in external audit and can assist you in getting ready for your annual audit.

Accounting Policies

Our experience suggests that every 3-4 years growing companies should examine their accounting policies and practices to keep up with reporting standards, lender requirements, or internal controls parameters. Senior level TAG professionals can assist management with such policies, documenting them, and training your internal teams.

Payroll Outsourcing

At TAG we know that managing payroll is a time-consuming and complex task that leaves little room for error. As your business grows, so do your responsibilities—including staying compliant with tax regulations, managing employee benefits, and ensuring timely payments.  We can save you time and resources by using our software and in-house specialists to process the payroll each pay period and ensure compliance with tax filings​.

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Your CPA & Accounting TAG Team

Vicki Keith, CPA

Client Accounting Services

Vicki Keith, CPA

Client Accounting Services

Traveler. Loves to Cook. Outdoor nature lover.

More than 20 years of progressive experience providing advisory services for a wide range of industries (both private and public).

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