Bookkeeping, Accounting & CFO Services in Ames, IA
Ames startups spun out of research labs, along with property managers and campus area merchants, use PSG for grant ready books and grounded financial planning.
Ames startups spun out of research labs, along with property managers and campus area merchants, use PSG for grant ready books and grounded financial planning.
Ames is a college city in Story County, central Iowa, a short drive north of Des Moines and Ankeny. Iowa State University shapes much of the local economy, feeding a research park, agricultural science and engineering firms, and startups spun out of campus labs. Federal agricultural research facilities, healthcare, and advanced manufacturing add stability. Small businesses include ag technology companies, engineering consultancies, contractors, student oriented restaurants and retailers, and property managers serving a large rental housing market.
Research driven startups in Ames need grant and contract accounting, careful tracking of restricted funds, and budgets that investors and program officers can follow. Property managers need clean rent rolls and owner reporting, and restaurants and retailers must plan for revenue that rises and falls with the academic calendar. PSG provides accurate monthly bookkeeping, and our fractional CFOs build forecasts, burn models, and compliance friendly reporting for growing Ames companies.
Iowa levies state income and corporate income taxes, and local option sales taxes apply in many cities and counties. Businesses benefit from tracking sales by location and keeping payroll registrations current.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Ames 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, Iowa 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 Ankeny, Urbandale, Des Moines, West Des Moines and Cedar Falls.
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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.