TAG, an Outsourced Accounting Firm in Orange County, Announces Executive Promotion and Dramatic Sales Growth
Press Release: For Immediate Release
Justin Atneyel Named Client Relationship Manager and Delivers Impressive Revenue Increases Year-to-Date
Newport Beach, CA – August, 2018 – TAG, Orange County’s premier outsourced accounting services firm for companies and affluent families is pleased to announce the promotion of Justin Atneyel to Client Relationship Manager. In his new role, Atneyel will oversee the Orange County office with a team of outsourced controllers and accounting managers with a diverse portfolio of customers ranging from small and medium-sized businesses to high-net-worth families, their trusts and foundations.
“Within a year of hiring Atneyel to focus on the Orange County market he has proven to be a remarkable leader with the ability to connect with customers and staff,” said Robert Scherer, President of Plumb. “He has delivered record-breaking increases in revenue profitability, employee headcount, and customer retention.”
Justin Atneyel started working at Plumb in 2017 as an outsourced controller and was also tasked with new business development for the Newport Beach office. Under his guidance, the firm has achieved 320% sales growth over the past year and hired seven new full-time accountants, an increase of 400%, to handle fractional accounting for businesses and high-net-worth clients in the Orange County area.
“The decision to promote Atneyel is a result of his proven leadership abilities, constant professionalism and positive feedback from his clients, peers, staff and trusted advisors,” said Anneke Stender, Executive Vice President of Plumb. “His innovative vision has strengthened the strategic direction and growth of the firm.” Stender said.
As a Client Relationship Manager for Plumb, Justin Atneyel works with his accounting team to provide outsourced accounting services to companies who are in need of fractional controller-level financial reporting and overall accounting department help. Read: Controllership Services – Why Hire an Outsourced Controller for your Business
Plumb Outsourced Accounting Deliverables Include:
- Timely and accurate financial reporting
- Setting up internal controls to create streamlined accounting systems
- Helping clients make better business decisions
TAG delivers financial peace of mind to high-net-worth families and entrepreneurs by helping them organize and navigate through their financial affairs. With over one hundred clients, Atneyel works in partnership with their trusted advisors to produce a holistic view of their assets and financial holdings. Read: Top Ways that Plumb Family CFO works with Trusted Advisors
Plumb Family CFO Accounting Deliverables Include:
- Outsourced family bill pay
- Personal financial reporting & analysis
- Cash flow management
- Helping clients make better decisions about their wealth
Prior to joining Plumb, Justin Atneyel was the Controller for a manufacturing and engineering firm in Orange County. Working with the CFO, he oversaw operations of the accounting and human resources department. This included managing and recruiting the finance staff and designing an organizational structure adequate for achieving the company’s goals. In addition, Atneyel analyzed financial data and presented financial reports to the Board of Directors, while overseeing all reporting systems to ensure compliance with GAAP requirements. He managed the monthly cash flow and budget forecasting, resulting in net increase in over $3M and provided gross margin analysis, resulting in net profit increase of $2.5M.
Outside of the office, Justin is an active member of ProVisors in Orange County and the Association of Corporate Growth. He is a QuickBooks expert and provides QuickBooks accounting tips on Plumb’s YouTube Channel. Click here for QuickBooks Accounting help.
For more information regarding outsourced accounting services from Plumb, you may reach out to Justin Atneyel in the Orange County office:
- Why Hire an Outsourced Controller for your Business
- Manufacturing Month-End Close Process with Justin Atneyel
- Top Signs that you Should Hire a Personal Bill Payer