Bookkeeping, Accounting & CFO Services in Jacksonville, FL
Jacksonville logistics firms, defense contractors and builders partner with PSG for clean books and CFO planning suited to northeast Florida's port and Navy economy.
Jacksonville logistics firms, defense contractors and builders partner with PSG for clean books and CFO planning suited to northeast Florida's port and Navy economy.
Jacksonville is a vast consolidated city covering Duval County in northeast Florida, divided by the St. Johns River and edged by Atlantic beaches. JAXPORT and major rail and Interstate links make it a logistics and distribution center, while Naval Air Station Jacksonville and Naval Station Mayport anchor a large military economy. Financial services, healthcare, construction and a thriving mix of restaurants and service businesses round it out.
Logistics and distribution firms in Jacksonville need inventory, freight cost and receivables management. Defense contractors require compliant cost tracking, while construction companies rely on job costing as the region grows. Hospitality businesses near the beaches watch seasonality. PSG provides monthly bookkeeping and payroll support, and our fractional CFOs help owners build forecasts, secure financing and scale with discipline.
Florida has no state individual income tax, but C corporations pay a state corporate income tax, and sales tax applies statewide with county surtaxes on top. Businesses with employees register for state reemployment tax and track sales by county.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Jacksonville 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, Florida 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 Palm Coast, Gainesville, Ormond Beach, Ocala and Daytona Beach.
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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.