Technical Accounting Advisory Group (TAAG)
When the accounting gets complicated, you don’t need more pressure.
You need clean answers and extra capacity.
If you’re a CFO, CEO, or finance leader trying to scale, raise capital, prep for an audit, or clean up prior periods, you already know the reality: technical accounting work doesn’t wait for the perfect moment.
TAAG is our hands-on technical accounting team built to step in when you need to stabilize the books, document the why behind the numbers, and keep momentum without burning out your internal team.
What we do (in plain language).
We help you:
- Get your foundation solid so reporting is reliable and repeatable
- Work through the hard stuff like revenue recognition, leases, business combinations, and complex transactions
- Create audit-ready support that holds up under scrutiny without hijacking your month-end close
TAAG is often the right fit for VC- and PE-backed companies and fast-growing private businesses, especially when you’re navigating growth, turnover, audit readiness, or prior-period issues.
HOW TAAG HELPS
We organize our work in three practical lanes so you can get exactly what you need without overbuying scope.
Build: Core accounting you can trust
When you need clean, consistent reporting and a close process that doesn’t depend on heroes.
Compilations
GAAP financial statements prepared from your trial balance for investor- or lender-ready reporting.
Month-end close development
Checklists, structure, and process design to support growth and consistency.
Reconstruction
If your plan has between 80 and 120 participants, you may qualify for an exception—but it’s easy to get it wrong. Expert guidance matters.
Solve: Complex accounting without the scramble
When the question is “What’s the right treatment?” and you need the support to be defensible and well-documented.
Technical Accounting Memos
For complex areas like revenue, leases, equity, and business combinations.
Implementation Support
Including entries, schedules, workflows, and documentation your auditors will actually ask for.
Ongoing Technical Support
For recurring areas such as lease accounting, stock compensation, and reserves.
Grow: Extra capacity and steady advisory
When you need stability, coaching, or a trusted extension of your finance team.
Stopgap accounting support
During turnover so close and reporting don’t miss a beat.
Finance team training
To help junior team members level up on close mechanics and GAAP.
Advisor-on-call support
For ongoing technical questions, audit prep, and quick gut checks.
What it feels like to work with TAAG
Clients tell us they value:
- Practical, hands-on execution, not just advice
- Audit-ready outputs like memos, roll forwards, tie-outs, and PBC packages that reduce friction
- A team that meets you where you are and helps you move forward without turning everything into a multi-month project
Let’s talk.
If you want to pressure-test what you’re dealing with and see if TAAG is the right fit, we’ll start with a straightforward conversation. No pitch. Just clarity around options, effort, timing, and what done looks like.
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Influence
Podcast
Interviews and conversations with some of the leading entrepreneurs, founders, and luminaries in the industry.
Impact
Podcast
Experiences of not-for-profit organizations that are having a significant impact in our communities.