Bookkeeping, Accounting & CFO Services in Cary, NC
Cary software teams, life science ventures and professional firms near Research Triangle Park work with PSG to gain investor ready reporting and clear, forward looking plans.
Cary software teams, life science ventures and professional firms near Research Triangle Park work with PSG to gain investor ready reporting and clear, forward looking plans.
Cary is a large Wake County town west of Raleigh, bordering Research Triangle Park and closely linked to Durham and Chapel Hill. Its economy is shaped by software, analytics, life sciences and corporate operations, including the headquarters of SAS. Well educated residents support thriving professional services, healthcare practices, restaurants and home service businesses, and a steady stream of startups and relocating companies keeps the commercial market active.
Software and life science firms in Cary need investor ready financials, recurring revenue metrics and disciplined runway planning. Professional practices focus on utilization and collections, while home service contractors rely on job costing. PSG provides reliable monthly close, SaaS and KPI dashboards and fractional CFO support for fundraising, budgeting and scaling, giving Cary owners the financial insight to match their technical expertise.
North Carolina has a flat state income tax, a corporate income tax, and a franchise tax, with sales tax rates varying by county. Growing employers register for state withholding and unemployment insurance as they hire.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Cary 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, North Carolina 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 Apex, Raleigh, Durham, Chapel Hill and Burlington.
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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.