Bookkeeping, Accounting & CFO Services in Kannapolis, NC
Kannapolis research teams, motorsports suppliers and contractors partner with PSG for accurate books and CFO planning as the former mill town keeps reinventing itself.
Kannapolis research teams, motorsports suppliers and contractors partner with PSG for accurate books and CFO planning as the former mill town keeps reinventing itself.
Kannapolis straddles Cabarrus and Rowan counties northeast of Charlotte, and grew up around a vast textile mill. After the mill closed, the site was reborn as the North Carolina Research Campus, focused on nutrition and health science, and a revitalized downtown with a minor league ballpark. The region's motorsports heritage, distribution centers, contractors, healthcare providers and small retailers contribute to a steadily growing economy.
Research and health science firms in Kannapolis need grant and project accounting and investor ready reporting. Motorsports suppliers and manufacturers focus on job costing and inventory, while contractors plan cash around growth driven demand. PSG keeps books reconciled and reporting clear, and our fractional CFOs help owners forecast, raise capital and scale as Charlotte's growth reaches Cabarrus and Rowan counties.
North Carolina has a flat state income tax, a corporate income tax, and a franchise tax, with sales tax rates varying by county. Growing employers register for state withholding and unemployment insurance as they hire.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Kannapolis 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, North Carolina 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 Concord, Huntersville, Charlotte, Gastonia and Hickory.
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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.