Bookkeeping, Accounting & CFO Services in Clearwater, FL
Clearwater hotels, restaurants, contractors and property managers on the Gulf Coast rely on PSG for clean books and forecasts that account for tourism peaks and storm season.
Clearwater hotels, restaurants, contractors and property managers on the Gulf Coast rely on PSG for clean books and forecasts that account for tourism peaks and storm season.
Clearwater is a Pinellas County city on Florida's Gulf Coast, west of Tampa across Old Tampa Bay. Clearwater Beach draws visitors year round, supporting hotels, restaurants, charters and attractions, while the mainland hosts healthcare, marine and manufacturing businesses, technology firms and professional services. Real estate, property management and construction trades are active, and many small companies serve both the tourism market and the dense surrounding suburbs.
Hospitality and tourism businesses need labor cost control and cash planning around seasonal peaks and storm season disruptions. Contractors and property managers rely on job costing and trust accounting, while manufacturers need inventory and margin visibility. PSG maintains clean monthly books, builds rolling forecasts and provides fractional CFO support on financing and growth for Clearwater owners across Pinellas County.
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 Clearwater 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 Largo, Pinellas Park, St. Petersburg, Tampa and Bradenton.
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“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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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.