THE ALLIANCE GROUP LLC

Discover Our Expertise

TAG was formed by Gerald Tischfeld in 1995, a pioneer in providing financial management services to organizations serving individuals with disabilities since 1970. Today, we provide a broad range of services and solutions to help human services organizations and special education providers optimize performance and productivity, facilitate change and achieve their vision. We strive to solve the critical issues facing our clients, both large and small. Our unique approach is not only what differentiates us, but also what makes us successful.

Home: Service

STRATEGIC PLANNING

With over 25 years of experience, we have the capabilities and expertise to meet your mission and develop your vision. At TAG, we combine our insights and skills to transform your processes and strategies, and in turn, your organization. We’re proud to help shape and improve how our clients structure and manage their programs.

Our Strategic Planning Line assists organizations in designing appropriate services that best satisfy the needs of their stakeholders. We provide a wide range of services that meet this objective including:

Strategic Plans
Marketing Plans & Analyses
Joint Venture & Strategic Alliance Planning
Program Approval/Modification Applications Preparation

RATE REIMBURSEMENT & MANAGEMENT

TAG has established a formidable professional reputation as an expert in this area.

Our Rate Reimbursement & Management Line includes:

Reimbursement Rate Consulting with a concentration on revenue utilization and preservation
Development of Indirect Cost Rates and Related Budgets

Allocation Studies
Preparation and Analysis of the Consolidated Fiscal Report (CFR)
Rate Management Support Throughout The Office of the New York State Comptroller Audit
Job Description Preparation & Review
Analysis and Application of the Reimbursable Cost Manual for Programs Receiving Funding Under Article 81 and/or Article 89 of the Education Law to Educate Students with Disabilities and the New York State Consolidated Fiscal Reporting and Claiming Manual

Service Delivery Procedures Review
Analysis and Preparation of Waivers
Management Services Organization Structure
Caseloads Analysis: comparison to industry norms, establishment of benchmarks and design and implementation of systems

FINANCIAL MANAGEMENT

TAG assists organizations in obtaining the appropriate capital resources to fund their operating, investing and debt service requirements. The products and services designed to meet these needs include:

Reimbursement Impact Studies
Financial Feasibility Studies
Budgeting & Cost Accounting Packages

Financial Projections
Debt, Equity, & Fundraising Negotiation Assistance

OPERATIONS & SYSTEMS DEVELOPMENT

TAG assists organizations in streamlining their administrative, logistical and information systems to provide maximum service levels at minimum costs. The services designed to meet these needs include:

Information Systems Selection & Implementation
Receivables, Billings & Collections Systems Support

Cash Management Systems Support
Financial Planning Services
Benchmarking Studies
Management Reporting Systems Support

INTERNAL CONTROLS SYSTEMIZATION

Our Internal Controls Systemization Line focuses primarily on assisting management and its Board of Directors in designing quality assurance protocols and maintaining a robust internal controls system. Our services include:

Policy and Procedure Development including compliance, accounting and personnel
Organizational Development including staffing requirements relative to regulations
Compliance Reviews