Bookkeeping, Accounting & CFO Services in Dunwoody, GA
Dunwoody companies competing for clients and talent around Perimeter Center rely on PSG for accurate monthly books and CFO level insight that supports confident growth decisions.
Dunwoody companies competing for clients and talent around Perimeter Center rely on PSG for accurate monthly books and CFO level insight that supports confident growth decisions.
Dunwoody lies in northern DeKalb County, sharing the Perimeter Center business district with Sandy Springs just inside the Atlanta metro's northern arc. Office towers here house regional headquarters, technology firms, financial services companies and professional practices, while Perimeter Mall and surrounding corridors support retail, restaurants and hospitality. The city's residential neighborhoods add a layer of consultancies, medical groups, franchise owners and boutique agencies that serve corporate clients across north metro Atlanta.
Professional services firms and tech companies around Perimeter Center need accurate revenue recognition, project profitability and clean reporting that stands up to investors, lenders and acquirers. Franchise and multi location operators need consolidated financials and consistent payroll across sites. PSG provides accrual based bookkeeping, monthly close and fractional CFO support covering budgeting, cash runway, KPI dashboards and board ready reporting, giving Dunwoody leadership teams the financial infrastructure of a larger company without a full time finance hire.
Georgia levies state income and corporate taxes plus state and local sales taxes that vary by county. Businesses with employees register for state withholding and unemployment insurance, and many cities require an annual business license.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Dunwoody 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, Georgia 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 Sandy Springs, Roswell, Brookhaven, Peachtree Corners and Alpharetta.
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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.