Bookkeeping, Accounting & CFO Services in Knoxville, TN
Knoxville contractors, practices and manufacturers partner with PSG for clean books and CFO planning suited to East Tennessee's university and research driven growth.
Knoxville contractors, practices and manufacturers partner with PSG for clean books and CFO planning suited to East Tennessee's university and research driven growth.
Knoxville is the seat of Knox County, set on the Tennessee River in the foothills of the Great Smoky Mountains. The University of Tennessee's flagship campus and the Tennessee Valley Authority are major institutions, and nearby Oak Ridge National Laboratory supports engineering and research contractors. Healthcare, logistics, manufacturing, outdoor recreation brands and a busy restaurant and brewery scene fill out a fast growing regional economy.
Research and engineering contractors in Knoxville need project accounting and compliant cost tracking. Healthcare practices focus on revenue cycle reporting, and manufacturers and distributors need inventory control. Tourism related businesses near the Smokies see seasonal swings. PSG provides monthly books and payroll support, and our fractional CFOs help owners forecast, finance expansion and prepare for investor or lender conversations.
Tennessee has no broad tax on wages, but businesses generally owe state franchise and excise taxes, and many owe a business tax based on gross receipts. Sales tax combines state and local rates.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Knoxville 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, Tennessee 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 Asheville, Kingsport, Johnson City, Chattanooga and Spartanburg.
.gif)
.gif)
.gif)
“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.”
“Hire PSG if you want to make your life easier and have accurate data.”
“As a home service business owner, understanding complex financials and Unit Economics always seemed overwhelming—until we started working with Phoenix Strategy Group.”
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.