John has more than 25 years of experience in public accounting and private industry, serving the manufacturing, healthcare, and construction industries. His areas of expertise include assisting customers in identifying and prioritizing strategic, operational, and financial weaknesses or deficiencies, and implementing results-oriented corrective action programs. John founded The Attilio Group™ in 2007 and began development of the TAG™ Solution based on his passion for small business and the desire to provide “big business” expertise to small businesses in a streamlined, affordable package. John is a Certified Public Accountant and certified Lean Six Sigma.

Steve brings more than 25 years of accounting experience to TAG™ and is committed to providing total service to our clients. He most recently served as the Chief Financial Officer and Director of Finance and Accounting at two major Racine County manufacturing companies. A devoted Badger fan, Steve received his Bachelor of Business Administration from the University of Wisconsin. Away from work, Steve plays the role of “Dad” and “Coach” to his twins. He and his wife both enjoy watching their kids play basketball.

Working directly with new clients, Haly assists in making the transition to TAG™ positive and enriching. A graduate of the University of Wisconsin, Haly holds a double major in Elementary Education and Environmental Studies. Her experience as a teacher strengthened her communication and relationship-building skills. Haly consistently brings depth, creativity; and leadership to TAG™. Being outside with her husband and English Setter pup makes Haly the happiest, as does a strong cup of coffee.

Andrew subscribes to the belief that small business owners should spend their time and energy on their core business and propelling growth, which is where TAG™ comes in. He graduated from the University Wisconsin – La Crosse, has his master’s degree from DePaul University, and spent several years in consulting, workforce solutions and business development. He thrives on building relationships and getting to know his clients, understanding their business and what makes them successful. He was raised in Wisconsin and lives in the Milwaukee area with his wife and young son. When not assisting clients, Andrew loves being outdoors – hiking, biking, and spending time with friends and family.

A true Chicagoan, Andrew joins us remotely at TAG™. An alumnus of The University of Chicago, Andrew graduated with a bachelor’s degree in Classical Studies. He has over five years of experience in financial operations and over three years of experience specifically in Accounts Payable. In his free time, Andrew enjoys volunteering at Joined Hands Food Pantry in Chicago and playing guitar.

Darek is a Chicago theatre and music buff. She enjoys playing piano and singing along to any Brandi Carlile music. A Michigan transplant, Darek received her undergraduate degree in Theatre and her graduate degree in Stage Management from Alma College and Wayne State University, respectfully. Darek’s previous work as a Staff Accountant and Accounts Payable Coordinator helped prepare her for her role of Customer Bill Pay Manager at TAG™. She has over nine years of experience in the accounting field and recently became a certified AvidXchange Administrator.

A skilled account representative, Amy has over 25 years of knowledge in tax and small business accounting departments. She received her Accounting degree from the University of Illinois and has been a member of the TAG™ team since 2014. Amy proudly raised three daughters, enjoys golfing and traveling with her husband, and stays active with her Golden Retriever pup.

Steven is a Wisconsin sports fan, especially Marquette basketball, and an avid runner. He joins the TAG™ Account Rep team as a recent graduate of the University of Wisconsin-Parkside with a bachelor’s degree in accounting. Steven is eager to begin his career and looks forward to continuing his education in his pursuit of a master’s degree and CPA license.

Stevie received her Accounting degree from the University of Utah before moving back to the Midwest. She is a highly organized, performance-driven individual, who brings extensive financial statement examination experience and complex problem-solving skills to the TAG™ Account Representatives team. Stevie is mom to son, Charlie. She and her husband enjoy staying active outside and brewing their own beer.

As an Account Representative at TAG™, Carolyn shares her skills in treasury and finance, as well as operations and stewardship. Carolyn received her Accounting and Professional Services degree from the University of Southern Indiana and has over five years of accounting experience. Carolyn enjoys improving her Spanish language skills, spending time with family, and playing piano in her down time.

After spending a decade with an executive search firm, she started BLG Recruitment to continue her passion in helping organizations bring top talent to their team. Allie has worked across industries and functional areas. She has successfully placed Manager to C-Suite executives as well as Board of Director seats. Allie has an expertise in identifying and captivating passive talent, qualifying candidates, understanding culture, building relationships and acting as a true partner to clients.

Nate is responsible for the IT development and maintenance of TAG™. He has a wealth of experience serving in various technology capacities for over fifteen years. Prior to joining The Attilio Group, he provided leadership for IT infrastructure architecture, deployment, and maintenance for a major transportation company as well as a large general contractor. He has substantial experience with systems conversions for clients who move to the TAG™ platform. Nate holds a CIS Network Specialist Degree and has completed numerous Microsoft, Cisco and related technology seminars.