Bookkeeping, Accounting & CFO Services in Aventura, FL
Aventura retailers, real estate investors, and medical practices use PSG for multi entity bookkeeping and CFO insight suited to South Florida's pace.
Aventura retailers, real estate investors, and medical practices use PSG for multi entity bookkeeping and CFO insight suited to South Florida's pace.
Aventura is an affluent city in northeast Miami-Dade County, between North Miami Beach and Hallandale Beach near the Broward County line. It is best known for Aventura Mall, a major regional shopping destination, along with high rise condominiums along the Intracoastal Waterway. The business community includes luxury retailers, restaurants, real estate brokers and developers, property managers, medical and aesthetic practices, and professional services firms serving an international clientele.
Aventura's retailers and restaurants need tight inventory, labor, and occupancy cost control in a high rent environment. Real estate investors and property managers need entity level reporting and clean owner statements, and medical practices benefit from provider profitability and collections tracking. PSG handles bookkeeping across entities, and our fractional CFOs build consolidated reporting, forecasts, and banking packages that support expansion and investment decisions.
Florida has no state individual income tax, but C corporations pay a state corporate income tax, and sales tax applies statewide with county surtaxes on top. Businesses with employees register for state reemployment tax and track sales by county.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Aventura 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, Florida 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 Hallandale Beach, North Miami Beach, Hollywood, North Miami and Miramar.
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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.