Your full stack finance & accounting team.
We work with founders and companies, providing comprehensive financial support, from basic bookkeeping to fractional CFO services, with the goal of driving long-term business success.
We work with founders and companies, providing comprehensive financial support, from basic bookkeeping to fractional CFO services, with the goal of driving long-term business success.
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240+
Portfolio Companies
$200m+
Raised over the Last 12 Months
100+
M&As Transacted
5+
IPOs
Sam is a finance and accounting expert who’s passionate about helping organizations thrive. With a strong background in financial analysis, accounting systems, and operational efficiency, Sam has a knack for developing financial models that drive results. He’s great at streamlining accounting processes, ensuring compliance with regulatory standards, and providing actionable insights that make a real impact. If you’re looking to improve your financial operations and take your business to the next level, Sam’s expertise could be exactly what you need.
PSG and David helped us strategically re-think our 10+ year-old business to future proof it. He added a business intelligence platform that allowed us to manage the company from an integrated modeling perspective. While here, he also helped motivate and re-engergize our teams with his positive and inspiring management style and exceptional communication and interpersonal skills. Would highly recommend him.
PSG, John and Ethan were absolutely crucial in helping me and team, and empower us to build a great strategy.I am grateful for all of the work you guys continue to do for our companies.
David/PSG helped us get ready for our institutional founding round and played a pivotal role in getting NuLife our first $3M Term Sheet offer from a VC firm. David’s majestic good looks made it a pleasure to get out of bed each day in hopes of another zoom call together. Without his rugged handsomeness and nurturing way not sure we would have made it.
