Bookkeeping, Accounting & CFO Services in Beverly, MA
Beverly life sciences teams, healthcare practices, and waterfront businesses on the North Shore use PSG for investor ready books and careful planning.
Beverly life sciences teams, healthcare practices, and waterfront businesses on the North Shore use PSG for investor ready books and careful planning.
Beverly is a coastal city in Essex County on Massachusetts' North Shore, across the Danvers River from Salem and near Peabody and Lynn. The former United Shoe Machinery complex has become the Cummings Center, a large office campus filled with life sciences, technology, and healthcare companies. Downtown supports restaurants, theaters, and retailers, while the waterfront hosts marine businesses. The area also includes Endicott College and Gordon College, contractors, and professional services firms.
Life sciences and technology companies in Beverly need grant tracking, research budgets, and investor ready reporting, while healthcare practices need clear revenue cycle data. Contractors and marine businesses need job costing and seasonal cash planning, and restaurants manage labor costs in a high wage market. PSG handles bookkeeping and monthly close, and our fractional CFOs build forecasts and board reporting that support growth.
Massachusetts levies a state income tax, a corporate excise, and a statewide sales tax, plus paid family and medical leave contributions. Detailed payroll records and timely filings keep growing businesses compliant.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Beverly 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, Massachusetts 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 Salem, Peabody, Lynn, Revere and Malden.
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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.