TRI-VALLEY BUSINESS OWNERS — DOES THIS SOUND FAMILIAR?
☐ You’re the only one who really knows where the cash is
☐ Month-end close runs into the middle of next month
☐ Your CPA spends tax season cleaning up your books
☐ The bank asks for financials and you can’t produce them fast
☐ You’ve outgrown QuickBooks, or NetSuite isn’t doing what it should
Checked even one? Let’s talk.
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A CONTROLLER WHO’S ACTUALLY HERE
No call center, no offshore team. I’m a local controller who will sit down with you at your office in Dublin, Pleasanton or Livermore, and who answers the phone when you call.
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3 WAYS TO WORK TOGETHER
① CLEAN-UP & CATCH-UP
Reconciliations, AR/AP, chart of accounts cleanup, and books brought current
② MONTHLY CONTROLLER
Month-end close, financial statements, budget vs. actual, cash forecasting, KPI dashboards and internal controls. A few days a month instead of a full-time salary.
③ SYSTEMS & AUTOMATION
QuickBooks, NetSuite, Odoo and Xero setup and cleanup; AP/AR and sales tax automation; inventory and COGS accuracy; AI-powered reporting
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WHO I WORK WITH
▸ Tech, SaaS & AI ▸ Construction & Trades
▸ Manufacturing ▸ Distribution
▸ Retail & E-commerce ▸ Professional Services
▸ Multi-entity companies
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WHY TATG-LLC
✔ 35+ years of accounting and ERP experience
✔ QuickBooks Platinum ProAdvisor
✔ NetSuite implementation and cleanup specialist
✔ 100% U.S.-based, so your data stays here
✔ Local to the Tri-Valley and on-site when you need me
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THE FIRST MEETING IS FREE, AND THE COFFEE’S ON ME.
Robert T. Speller Jr. — TATG-LLC
📞 925-558-6203
✉ robert AT tatg-llc.com
🌐 www.tatg-llc.com
Serving Dublin • Pleasanton • Livermore • San Ramon • Danville