Bookkeeping, Accounting & CFO Services in Baltimore, MD
Baltimore life sciences founders, port logistics firms, contractors, and restaurateurs work with PSG for accurate books and CFO guidance on growth.
Baltimore life sciences founders, port logistics firms, contractors, and restaurateurs work with PSG for accurate books and CFO guidance on growth.
Baltimore is Maryland's principal urban center, an independent city on the Patapsco River at the head of the Chesapeake Bay, with Annapolis and Washington close by. The Port of Baltimore supports shipping, logistics, and manufacturing, while Johns Hopkins University and its health system drive research, biotech, and healthcare employment. Neighborhoods like Fells Point and Federal Hill support restaurants and hospitality, and small businesses include contractors, government contractors, life sciences startups, and professional services firms.
Baltimore life sciences startups need grant accounting, research budgets, and investor ready reporting, while logistics and port related businesses need freight cost and customer profitability tracking. Contractors need job costing and certified payroll support for public projects, and government contractors require compliant indirect cost tracking. PSG handles bookkeeping and monthly close, and our fractional CFOs build forecasts and reporting that help Baltimore owners win work and grow.
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 Baltimore 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 Annapolis, Bowie, Rockville, Gaithersburg and Washington.
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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.”
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“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.