TAG Creates a Niche with Bill Pay Services and Announces Staff Promotion

Jennifer Silva-Reis Named Accounts Payable Supervisor for TAG Bill Pay, an Outsourced Solution
for Family Offices and Individuals with a Complex Financial Life.

La Jolla, CA, April 22, 2019 --(PR.com)-- TAG, a premier outsourced accounting and financial reporting
firm for affluent families and entrepreneurs, is pleased to announce that Jennifer Silva-Reis has been
promoted to Accounts Payable Supervisor for the Bill Pay division. In her expanded role, Silva-Reis will
manage a team of accounts payable experts and handle a complex portfolio of high-net-worth clients.

“We are happy to announce the promotion of Jennifer Silva-Reis as she has been fundamental in helping
steer our Bill Pay division,” said Anneke Stender, Executive Vice President of TAG. “Her dedication to
handling client relations and overseeing the day-to-day functions makes the division run smoothly,” she
said.

TAG Bill Pay is growing at a rapid pace with the onboarding of at least one new client per week.
Silva-Reis has several internal AP teams that report to her, all working in conjunction to provide bill
payment, manage wire transfers, perform account reconciliations and track expenses for clients.

Silva-Reis was hired as an Accounts Payable Lead and within her first year at the firm she was promoted
to a supervisory role. Prior to joining TAG, she held accounting positions at a San Diego nonprofit
organization and corporate advertising agency. She also served as a finance specialist at a local bank.

TAG has been specializing in financial reporting and accounting services that cater to the high-net-worth
and their family offices for over a decade. By providing a holistic view of assets and financial holdings, it
gives clients and their personal financial team clear data. This helps establish budgets and develops the
foundation for implementing wealth strategies.

“Our clients were already utilizing components of bill pay as part of their back-office accounting setup,”
said Robert Scherer, President of TAG. “We decided to build-out the platform as a more robust service
offering with bank level standards of security,” he said.

TAG Bill Pay service offers a range of deliverables, including bill payment and recordkeeping, expense
tracking, cash flow reporting, vendor management and mail management services. There is complete
account production with bank-level security measures and a cloud infrastructure for real-time 24/7/365
network monitoring and detection. All sensitive information is encrypted and uploaded to the client's
private cloud portal with two-factor authentication for login.

“This high-touch, secure, and reliable solution gives our clients a resource to offload their household bill
paying and recordkeeping tasks,” said Robert Scherer. “With this new service for the high-net-worth and
their family offices, we were able to capitalize on a gap in the marketplace for bill pay management,” he
said.

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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, including bill pay and fractional accounting support 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

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Contact Information:
TAG
Sara Gilman
619-225-9322
Contact via Email
www.teamtag.net
sales@teamtag.net

Online Version of Press Release:

You can read the online version of this press release at: https://www.pr.com/press-release/783237

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