Bookkeeping, Accounting & CFO Services in Greensboro, NC
Greensboro manufacturers, logistics operators and startups across the Piedmont Triad rely on PSG for accurate monthly books and fractional CFO guidance toward growth.
Greensboro manufacturers, logistics operators and startups across the Piedmont Triad rely on PSG for accurate monthly books and fractional CFO guidance toward growth.
Greensboro is the seat of Guilford County and a hub of the Piedmont Triad alongside Winston Salem and High Point. Its textile heritage has evolved into a diversified economy of advanced manufacturing, logistics and distribution, aviation at Piedmont Triad International Airport, and healthcare. Several universities, including UNC Greensboro and North Carolina A and T, support research and talent, while downtown hosts restaurants, agencies and a growing startup scene.
Manufacturers and distributors in Greensboro need standard costing, inventory accuracy and customer margin analysis, while logistics firms rely on cost per shipment tracking and receivables discipline. Aviation suppliers require compliance ready documentation, and agencies and startups want project profitability and investor ready reporting. PSG delivers accurate monthly bookkeeping and fractional CFO support for budgeting, financing and growth, helping Greensboro owners compete across the Triad and beyond.
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 Greensboro 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 High Point, Burlington, Winston-Salem, Chapel Hill and Durham.
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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.