Bookkeeping, Accounting & CFO Services in Harrisonburg, VA
Harrisonburg agribusinesses, food processors and downtown merchants near James Madison University rely on PSG for clean books and fractional CFO guidance.
Harrisonburg agribusinesses, food processors and downtown merchants near James Madison University rely on PSG for clean books and fractional CFO guidance.
Harrisonburg is an independent city in Virginia's Shenandoah Valley, surrounded by Rockingham County farmland between the Blue Ridge and Allegheny mountains. James Madison University is a major economic anchor, and the surrounding area is one of the state's leading poultry and agricultural producers, supporting processing plants, feed suppliers and trucking. A lively downtown supports restaurants, breweries and shops, while contractors and healthcare providers serve the valley.
Poultry, agricultural and food processing businesses around Harrisonburg need commodity aware costing, inventory valuation and working capital planning. Trucking firms require cost per load analysis, and contractors depend on job costing. Restaurants and property managers must plan around the university calendar. PSG maintains accurate monthly books and delivers fractional CFO support for budgeting, financing and growth, helping Harrisonburg owners build resilient Shenandoah Valley businesses.
Virginia levies state income and corporate income taxes and a sales tax with regional variations, and many localities impose a gross receipts based business license tax along with business personal property tax.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Harrisonburg 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, Virginia 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 Charlottesville, Lynchburg, Manassas, Leesburg and Roanoke.
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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.”
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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.