Bookkeeping, Accounting & CFO Services in Johns Creek, GA
Johns Creek tech firms, medical practices and family businesses partner with PSG for timely books and CFO guidance suited to north metro Atlanta's professional economy.
Johns Creek tech firms, medical practices and family businesses partner with PSG for timely books and CFO guidance suited to north metro Atlanta's professional economy.
Johns Creek is an affluent suburb in north Fulton County, bordered by the Chattahoochee River and neighboring Alpharetta, Duluth and Suwanee. Its technology park and office corridors host software, healthcare IT, engineering and professional services firms, and the city has a large concentration of medical and dental practices. Highly educated residents, including many first generation entrepreneurs, support boutique retail, restaurants, tutoring centers and home services.
Technology and professional services firms in Johns Creek need project accounting, recurring revenue tracking and investor friendly reporting. Medical and dental practices focus on production, collections and payroll, and education businesses plan around the school year. PSG provides monthly bookkeeping and payroll support, and our fractional CFOs help owners build budgets, forecast growth and prepare for financing or acquisition conversations.
Georgia levies state income and corporate taxes plus state and local sales taxes that vary by county. Businesses with employees register for state withholding and unemployment insurance, and many cities require an annual business license.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Johns Creek 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, Georgia 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 Peachtree Corners, Alpharetta, Roswell, Dunwoody and Sandy Springs.
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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.