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How We Do It

World-class Software. Streamlined Processing. Refined Support. 

Deliberately done different.

TAG™ replaces internal finance, accounting, and administrative overhead by combining a world-class software and professional staff in a simplified work environment to process transactions more accurately and at significantly lower costs to our clients.

Improved Operating System


TAG™ is built on the cloud-based management suite Oracle® NetSuite Inc., a modern scalable solution for your back-office and financial operations. With workflow and dashboard technology, simple and easy-to-navigate templates, checklists, and reporting, you can effectively manage and monitor the financial and accounting aspects of your business remotely with these benefits:

  • Access live business transactional data anywhere, anytime
  • Unlimited, flexible, customizable capabilities to keep pace with business growth
  • Eliminates QuickBooks limitations
  • No investment in expensive licenses
Reduced Business-Risk

Best Practices

TAG™ reduces business clutter and streamlines your businesses’ day-to-day-operations. The TAG™ team does financial data entry and transaction processing, including invoicing, accounts receivable, banking, and reconciliations of vendor bills. Benefits to the small business owner include:

  • Live financial information for optimal business decision making
  • Significant cost and time savings compared to in-house staffing
  • More accurate, timely, consistent financials
  • Pre-defined processing steps and sound business controls
  • Less worry; allows management to focus on growing their business
Strategic Partnership

Expert Services

TAG™ Account Representatives ensure a flawlessly streamlined process, handling the day-to-day financial and accounting operations of your business. Because of daily interactions, we can proactively identify opportunities to improve cash flow and save you money. The TAG™ team runs the software and does all transactional processing, providing your small business with these benefits:

  • Best financial and accounting practices – always
  • Increased accuracy
  • Proactive problem resolution
  • The ability to deploy your current staff on revenue-generating activities

"I absolutely would have gone with TAG™ sooner if I had known. They have taken so much off my hands and allowed me to be able to move onto the things that I want to focus on."

Jenny LarsonOffice Manager - Foot & Ankle

Discover the TAG™ Solution

Expert Services, Curated For Your Company.