TATG-LLC

Accounting, Advisory & ERP Consulting Since 1997

TATG-LLC (Turner Accounting, Advisory & AI Technology Group LLC) provides fractional controller services, NetSuite, QuickBooks and Sage Intacct implementation, multi-entity accounting and financial advisory to growing businesses in California and New York.

Est. 1997 · San Francisco · 6 Offices

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Schedule a Free Accounting Consultation

Schedule your session using the calendar below. You’ll receive a confirmation email with all the details and a reminder 24 hours before your appointment.

A Full Spectrum of Accounting and Advisory Services

From day-to-day bookkeeping to enterprise ERP implementation, TATG-LLC provides integrated financial expertise your business can rely on.

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Fractional Controllership

Senior financial leadership on a part-time basis, giving your business CFO-level oversight without full-time cost.

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ERP Implementation

End-to-end project management for NetSuite, QuickBooks, Sage Intacct, and more — on time and configured to your workflow.

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Advisory Services

Strategic financial guidance to support growth, M&A readiness, budgeting, and scenario planning.

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Bookkeeping & Accounting

Accurate, timely books managed by experienced CPAs and accounting professionals.

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Financial Reporting

Board-ready reports, KPI dashboards, and management accounts delivered on your schedule.

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AI Automation

Intelligent automation of accounting workflows using modern AI tooling integrated with your existing platforms.

PLATFORMS WE SPECIALIZE IN

Deep Expertise Across Leading Accounting & ERP Platforms

Our team is certified and practiced in the platforms your business already uses — or the ones that will take you further.

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NetSuite

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QuickBooks Online & Enterprise

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Sage Intacct

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Salesforce CRM

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Expensify

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Method

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Why Businesses Trust TATG-LLC After 29 Years

Since 1997, TATG-LLC has served businesses across California and New York with integrated financial expertise — from clean books to complex ERP rollouts. Our team of CPAs, ERP specialists, and AI consultants gives clients a single trusted firm for every financial function.

29+

Years in Business

6

Office Locations

6+

Accounting & ERP Platforms

The Experts Behind TATG-LLC

Led by Robert T. Speller, our leadership team brings together credentialed CPAs, ERP project managers, and advisory specialists serving clients from six offices.

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Robert T. Speller

CEO

29 Years Industry Leadership

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Casey Young

Managing Partner

Strategic Advisory & Operations

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Emily Yu, CPA

Senior Accountant

CPA · Financial Reporting

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Rich Syers, CPA

Senior Accountant

CPA · Accounting

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Bob Sates

ERP Expert

NetSuite · QuickBooks · ERP Implementation

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Sara Long, CPA, MBA

ERP Expert

CPA · MBA · ERP Strategy

Ready to Strengthen Your Financial Foundation?

Schedule a free consultation with the TATG-LLC team. Whether you need fractional CFO support, an ERP rollout, or clean books — we're ready to help.

Offices in San Francisco · Pleasanton · San Jose · Burbank · Los Angeles · New York

Who we help and how it works

We work with growing companies in the SF Bay Area and the Tri-Valley, from Pleasanton and Livermore to San Jose, with clients in Los Angeles, Burbank and New York as well. Our clients are owners and CEOs who have outgrown a bookkeeper but are not ready for a full-time CFO.

We step in as your fractional controller, lead your NetSuite, Sage Intacct or QuickBooks project, build clean monthly reporting and automate the manual work. For one technology client we cut errors by 49 percent and brought month-end close down to three days. If you want the same kind of clarity, call us and we will talk through where you are today.