Bookkeeping, Accounting & CFO Services in Annapolis, MD
Annapolis marine businesses, government contractors, and downtown merchants count on PSG for accurate books and cash planning across boating and legislative seasons.
Annapolis marine businesses, government contractors, and downtown merchants count on PSG for accurate books and cash planning across boating and legislative seasons.
Annapolis is Maryland's capital and the seat of Anne Arundel County, set on the Chesapeake Bay where the Severn River meets the water. The United States Naval Academy and state government are central to the economy, alongside a strong maritime sector of boatyards, yacht brokers, sailing schools, and marine suppliers. The historic downtown supports tourism, dining, and boutique retail, and the surrounding area hosts defense contractors, consultants, law firms, and professional services companies working between Baltimore and Washington.
Annapolis businesses often combine seasonal revenue with public sector customers. Marine and tourism firms need cash plans built around boating season, while defense and government contractors need compliant cost tracking and indirect rate support. Professional firms benefit from clear profitability by client. PSG delivers accurate bookkeeping and monthly close, and our fractional CFOs build forecasts, contract reporting, and financing plans that fit the rhythm of this waterfront capital.
Maryland levies state income taxes plus county income taxes that employers withhold, along with a statewide sales tax. Many businesses also file an annual report and personal property return with the state.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Annapolis 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, Maryland 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 Bowie, Baltimore, Washington, Rockville and Gaithersburg.
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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.