Clarity for Your Operations. Insight for Your Decisions.
Clarity for Your Operations. Insight for Your Decisions.
TAG helps small and mid-sized service organizations understand performance, optimize workflows, and build financial systems that support real growth.
The TAG Method
Financial Planning and Analysis
Operational Health
AI-Enabled Solutions
TAG delivers FP&A as a service for organizations that want the power of financial analysis — without hiring a full-time analyst.
What this includes:
Forecasting and budgeting
KPI development and dashboards
Capacity and margin modeling
Scenario and sensitivity analysis
Revenue and cost driver modeling
Variance analysis and trend insights
Custom financial tools built to your workflows
The outcome:
Leaders get clear, decision-ready financial insights backed by real operational data — not guesswork or spreadsheets that only one person understands.
Operational Health is the foundation of TAG’s approach. We evaluate the real-world flow of your work — where tasks get stuck, where time is lost, and where teams rely on manual fixes or tribal knowledge.
What this includes:
Workflow mapping and bottleneck identification
Throughput and capacity review
Cost driver and process efficiency analysis
Error rate and rework pattern tracking
Load balancing across teams and roles
SOP consolidation or creation (where missing)
Recommendations prioritized by business impact
The outcome:
A clear, actionable roadmap that shows how to improve speed, accuracy, and scalability without overworking your team.
TAG uses modern AI tools to streamline everyday operations, reduce manual errors, and speed up decision-making. No hype — just realistic, effective AI that fits the way your team works.
What this includes:
Automated document processing (PDF → structured text)
Internal knowledge systems for faster employee onboarding
Automated reporting workflows
Intelligent SOP search and retrieval
Email and task automation
Data extraction and classification
AI-supported customer service and internal support tools
The outcome:
Your team spends less time on low-value, manual tasks and more time on work that moves the business forward.