Strategic Firm Bookkeeping &
Cash Flow Support USA

Client Overview

A strategic origination architecture firm connecting financial institutions with ideal clients and partners. The firm struggled with disconnected bank/card activities, limited expense transparency, and the lack of a dedicated finance resource, prompting the need for an offshore bookkeeping partner.

Geography

Manhattan Beach, California, US

Industry

Architectural Advisory

Revenue

$1,62,500

Our Partnership

TAG partnered with the client to provide comprehensive bookkeeping and reporting support, ensuring clarity, accuracy, and continuity across financial records. Our support key functions include:

Bookkeeping

Streamlined unconnected bank and card accounts through weekly reconciliations and structured review processes

Cash Flow Management

Delivered weekly cash-flow summaries and liquidity reports to support short-term financial planning

Expense Tracking

Classified and analyzed project-wise spending to improve cost visibility and assess project viability

Enabled the client to expand coverage and responsiveness without adding onshore headcount

Provided specialized bookkeeping expertise, reducing the need for a full in-house finance team

Ensured flexible, efficient workflows, improving turnaround speed and overall financial visibility

Strategic Firm Bookkeeping & Cash Flow Support USA