Bookkeeping, Accounting & CFO Services in Auburn, AL
Auburn owners balancing college town seasons, manufacturing contracts, and steady local growth can rely on clear books and fractional CFO insight that keep decisions grounded in accurate numbers.
Auburn owners balancing college town seasons, manufacturing contracts, and steady local growth can rely on clear books and fractional CFO insight that keep decisions grounded in accurate numbers.
Auburn sits in Lee County in east Alabama, closely linked with neighboring Opelika and within reach of Columbus and Montgomery. Auburn University shapes the local economy, driving demand for housing, hospitality, dining, and professional services, while industrial parks host automotive suppliers and advanced manufacturers. Small businesses here include restaurants and retailers that follow the academic calendar, property managers, construction firms, healthcare practices, and technology and engineering companies drawn by university talent.
Auburn businesses often see revenue rise and fall with the academic year and football weekends, which makes cash flow forecasting and staffing plans essential. Manufacturers and suppliers need tight inventory and cost tracking, while property managers and builders benefit from clear job and project reporting. PSG keeps books accurate and current, and our fractional CFOs turn that data into budgets, forecasts, and margin analysis so owners can plan confidently through busy and quiet seasons.
Alabama taxes business income at the state level, and many cities and counties add their own sales taxes and occupational or license taxes. Some jurisdictions administer their own local taxes, so businesses selling across several municipalities need clean records by location.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Auburn 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, Alabama 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 Phenix City, Columbus, Montgomery, Hoover and Dothan.
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“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.