Bookkeeping, Accounting & CFO Services in Coconut Creek, FL
Coconut Creek practices, contractors and retailers in northern Broward County rely on PSG for clean monthly books and practical guidance on pricing and cash flow.
Coconut Creek practices, contractors and retailers in northern Broward County rely on PSG for clean monthly books and practical guidance on pricing and cash flow.
Coconut Creek is a residential city in northern Broward County, bordering Margate, Pompano Beach and Parkland. Known for its green spaces and Butterfly World, it has a business base of retail centers, restaurants, medical and dental practices, professional services and home service contractors. A large casino and entertainment complex adds hospitality employment, and many residents run small companies serving customers across the Broward and Palm Beach county area.
Professional and medical practices focus on collections, payroll and profitability, while home service contractors need job costing and technician productivity reporting. Retailers and restaurants manage labor and margins, and many owners seek better visibility into cash as they grow. PSG keeps books reconciled monthly, delivers clear reports and offers fractional CFO support on pricing, cash flow and expansion for Coconut Creek owners.
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 Coconut Creek 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 Margate, Pompano Beach, North Lauderdale, Tamarac and Coral Springs.
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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.