Bookkeeping, Accounting & CFO Services in Concord, NC
Concord companies in motorsports, manufacturing, and logistics gain accurate books and fractional CFO guidance that support steady growth across Cabarrus County and the Charlotte region.
Concord companies in motorsports, manufacturing, and logistics gain accurate books and fractional CFO guidance that support steady growth across Cabarrus County and the Charlotte region.
Concord is the seat of Cabarrus County, located northeast of Charlotte and closely linked with neighboring Kannapolis. The city is widely known for its motorsports industry, which supports racing teams, fabrication shops, and specialized suppliers. A large regional shopping destination, distribution centers, healthcare, and steady residential growth add to the mix. Small businesses here include manufacturers, logistics providers, contractors and home builders, auto services companies, restaurants, and retailers serving the growing Charlotte region.
Concord manufacturers and motorsports suppliers need precise inventory and cost tracking, while logistics firms benefit from clear margin reporting by customer and route. Contractors and home builders depend on accurate job costing as residential growth continues. PSG keeps bookkeeping reconciled and timely, and our fractional CFOs develop forecasts, budgets, and cash flow plans that help owners fund equipment, manage seasonal demand, and scale alongside the wider Charlotte metro.
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 Concord 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 Kannapolis, Huntersville, Charlotte, Gastonia and Rock Hill.
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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.