Bookkeeping, Accounting & CFO Services in Alpharetta, GA
Alpharetta tech founders and service firms along the GA 400 corridor use PSG to keep metrics accurate, books clean, and growth plans grounded.
Alpharetta tech founders and service firms along the GA 400 corridor use PSG to keep metrics accurate, books clean, and growth plans grounded.
Alpharetta lies in north Fulton County, part of metro Atlanta's northern suburbs alongside Roswell, Johns Creek, and Milton. The city has built a strong reputation as a technology hub, with software, fintech, and IT services companies clustered along the GA 400 corridor. Mixed use districts such as Avalon and a revitalized downtown support restaurants, retail, and hospitality, while professional services firms, healthcare practices, and equestrian businesses in the surrounding countryside add to a diverse, affluent business base.
Alpharetta's software and fintech firms need clean revenue recognition, recurring revenue metrics, and investor ready reporting, while professional services companies focus on utilization and client profitability. Restaurants and retailers in mixed use districts must manage labor and occupancy costs carefully. PSG handles bookkeeping and close each month, and our fractional CFOs build SaaS dashboards, budgets, and fundraising models that support confident decisions from seed stage through acquisition.
Georgia levies state income and corporate taxes plus state and local sales taxes that vary by county. Businesses with employees register for state withholding and unemployment insurance, and many cities require an annual business license.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Alpharetta companies through a dedicated team that is entirely US based, combining Big Four accounting experience with years of operating experience across industries. Your team closes the books on a regular schedule, works inside the accounting tools you already use and looks at your numbers the way an operator would, not just a bookkeeper.
Typically bank and card reconciliations, accounts payable and receivable, payroll support, Georgia sales tax tracking and monthly financial statements you can act on. Growing companies can add fractional CFO support for forecasting, budgeting and cash planning.
Usually when decisions start to outgrow the books: raising capital or bank financing, opening a new location, making key hires, tightening margins or preparing for a future sale. A fractional CFO adds forecasting and strategic guidance without the cost of a full time executive.
We also work with businesses in Roswell, Johns Creek, Peachtree Corners, Dunwoody and Sandy Springs.
.gif)
.gif)
.gif)
“If you want to sleep better at night, hire Phoenix Strategy Group.”
“PSG and David Metzler structured an extraordinary M&A deal during a very chaotic period in our business, and I couldn't be more pleased with our partnership.”
“PSG saved my dream. They helped us get our financials in order and renegotiate our lending agreements, pulling us through a tough financial crunch.”
“As our fractional CFO, they accomplished more in six months than our last two full-time CFOs combined. If you're looking for unparalleled financial strategy and integration, hiring PSG is one of the best decisions you can make.”
“Hire PSG if you want to make your life easier and have accurate data.”
“As a home service business owner, understanding complex financials and Unit Economics always seemed overwhelming—until we started working with Phoenix Strategy Group.”
240+
Portfolio Companies
$200m+
Raised over the Last 12 Months
100+
M&As Transacted
5+
IPOs
Hi! I'm Sam, a financial leader who's managed operations from startups to $40M enterprises.
I've led licensing deals with Disney, Marvel, and Viacom, while overseeing products across 35,000 retail stores. Through SHK Financial, I've helped 15+ high-growth companies succeed, including recovering $2M in receivables for a major client and rebuilding a $10M ARR company's accounting system in 6 months. Now, as Chief Accounting Officer at PSG, I oversee 50+ revenue streams and help launch many successful 8-figure businesses.
My journey started uniquely - while studying finance at Fresno State, I taught both chess and accounting to students, teaching me that success in finance, like in chess, is all about strategic thinking and seeing several moves ahead.