Bookkeeping, Accounting & CFO Services in Independence, MO
Independence manufacturers, contractors and retailers partner with PSG for dependable books and CFO planning suited to the Kansas City metro's historic eastern hub.
Independence manufacturers, contractors and retailers partner with PSG for dependable books and CFO planning suited to the Kansas City metro's historic eastern hub.
Independence sits in Jackson County on the eastern side of the Kansas City metro, widely remembered as Harry Truman's hometown and a starting point of historic westward trails. Today it blends heritage tourism with manufacturing, logistics along the Interstate corridor, healthcare systems and large retail districts. Small businesses include contractors, auto dealers and repair shops, restaurants, medical offices and service firms serving households throughout eastern Jackson County.
Manufacturers and logistics companies in Independence need inventory accounting, cost tracking and receivables discipline. Contractors benefit from job costing and cash forecasting, while retailers and restaurants watch labor and margins. Missouri and Kansas customers can complicate tax treatment. PSG delivers reconciled monthly books and reporting, and our fractional CFOs help owners budget, secure financing and plan growth in the metro.
Missouri levies state income and corporate taxes, and sales tax rates vary by city and county. Kansas City and St. Louis also levy an earnings tax on residents and people who work in the city.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Independence 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, Missouri 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 Kansas City, Blue Springs, Lee's Summit, Overland Park and Shawnee.
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“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.