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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.
United States
Series A / Growth
Pet-Care Tech
Multi-Location
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:
Streamlined unconnected bank and card accounts through weekly reconciliations and structured review processes
Delivered weekly cash-flow summaries and liquidity reports to support short-term financial planning
Classified and analyzed project-wise spending to improve cost visibility and assess project viability
