What to Expect 

 

TAG Consulting is committed to providing a high level of value and satisfaction to our clients, and we know that to do that we need to listen before we speak. This begins with our initial consultation. This is generally free of charge unless we agree differently ahead of time, and can take 2-4 hours. We like to do that in person if possible but it can be done otherwise. 

 

In this meeting, we will conduct interviews with you and your key staff to understand the business, its current condition, and what are the biggest opportunities for your business. To have a picture of the situation we will need to review your financials, knowing that these may not be in order. In fact, 100% of all of our engagements to date have involved cleaning up the company QuickBooks file and other financial data. 

 

Once we have completed our initial assessment we will sit with you to discuss what we see as the biggest opportunities we have found and the best way to address the concerns you have. We will give you a general overview of what we suggest for an engagement and an estimate of what we think it will cost.

 

If you have interest, we will then go back to the office to create a detailed proposal and timeline for the project, including key deliverables and milestones. 

 

Once we get started we will be in contact routinely with questions or suggestions, but will also provide a weekly status report on our progress.