

Hoover is a large suburb south of Birmingham, spread across Jefferson and Shelby counties along the Interstate corridor. The Riverchase Galleria and surrounding retail centers make it a regional shopping destination, and office parks host insurance, financial services, healthcare administration and engineering firms. Growing neighborhoods support medical and dental practices, home builders, landscapers, restaurants, youth sports facilities and a steady flow of professional service businesses.
Professional firms and healthcare practices in Hoover need timely monthly closes, clear profitability reporting and payroll that scales with hiring. Retailers and restaurants depend on inventory, sales tax and labor cost control, while builders need job costing. PSG handles bookkeeping and reporting, and our fractional CFOs help owners set budgets, forecast cash and prepare financing packages for expansion across the Birmingham metro.
Alabama taxes business income at the state level, and many cities and counties add their own sales taxes and occupational or license taxes. Some jurisdictions administer their own local taxes, so businesses selling across several municipalities need clean records by location.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Hoover 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, Alabama 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 Birmingham, Tuscaloosa, Montgomery, Madison and Huntsville.

.gif)

.gif)
.gif)





“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.