Bookkeeping, Accounting & CFO Services in Jackson, MS
Jackson healthcare practices, contractors and nonprofits rely on PSG for accurate books and CFO guidance suited to Mississippi's capital and its government driven economy.
Jackson healthcare practices, contractors and nonprofits rely on PSG for accurate books and CFO guidance suited to Mississippi's capital and its government driven economy.
Jackson is Mississippi's capital, sitting mainly in Hinds County along the Pearl River. State government, the University of Mississippi Medical Center and other hospitals are major employers, supporting a wide network of healthcare practices, contractors, consultants and nonprofits. Law firms, banks, logistics companies and manufacturers operate across the metro, while locally owned restaurants and retailers reflect the city's deep cultural history.
Healthcare practices in Jackson need revenue cycle reporting and payroll management, while government contractors and nonprofits require grant and contract accounting with clear documentation. Professional firms focus on billing and collections. Contractors need job costing. PSG maintains reconciled monthly books and reporting, and our fractional CFOs help owners forecast cash, manage funding cycles and plan sustainable growth.
Mississippi levies state income and corporate income taxes, a franchise tax, and a statewide sales tax, with some cities adding local taxes. Businesses benefit from clear records by location and entity.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Jackson 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, Mississippi 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 Hattiesburg, Monroe, Baton Rouge, Gulfport and Alexandria.
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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.