About

We understand the unique needs of high-net-worth clients

For over two decades, we have been helping high-net-worth clients achieve greater levels of personal freedom to savor their time and enjoy their lifestyles. By providing expert advice and innovative technology solutions to streamline, simplify and centralize day-to-day financial operations, we act as an extension of your financial team, supporting individuals and families with our analytical and proactive approach to bill pay.

Our Mission

Our mission is to maintain astute customer attentiveness and forward-thinking to tailor our services to the specific needs of every client, delivering the most optimal results. We do this by following the TEAMTAG Way, 13 principles that guide us to deliver a truly white glove service.

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Our Background

Founded in 1996, TAG started as an outsourced accounting firm with a primary focus on providing fractional Controller-level services to small and medium-sized companies. Over the years, we discovered that when CEOs sold their businesses or retired, they no longer had their corporate accountant to help with day-to-day financial tasks. This revelation sparked TAG to establish its family CFO and Bill Pay division.

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The Future

As the global economy evolves and more opportunities emerge, the future of financial management will only become more complex. Through our focus on innovative solutions, we’re dedicated to making it easier for our clients to spend more time enjoying life and less time managing minutiae.

Meet the Leadership Team

Take the First Step

Request a consultation to learn how TAG Bill Pay customizable service offerings can help you save time, gain clarity and remain in control.