Bookkeeping, Accounting & CFO Services in Leesburg, VA
Leesburg government contractors, builders and wineries rely on PSG for compliant books and CFO planning suited to Loudoun County's fast moving economy.
Leesburg government contractors, builders and wineries rely on PSG for compliant books and CFO planning suited to Loudoun County's fast moving economy.
Leesburg is the historic seat of Loudoun County in northern Virginia, west of Washington and near Dulles International Airport. The county's data center corridor, federal agencies and defense firms drive demand for government contractors, engineers, IT consultants and construction trades. Leesburg's old town, nearby wineries and horse country support restaurants, hospitality and boutique retail, while fast growing suburbs sustain medical practices and home services.
Federal contractors in Leesburg need compliant accounting systems, indirect rate tracking and audit ready documentation. Construction firms serving data centers and new neighborhoods rely on job costing and retention tracking, and wineries and restaurants manage seasonal inventory and payroll. PSG delivers monthly bookkeeping and payroll support, and our fractional CFOs help owners forecast, price bids and prepare for growth.
Virginia levies state income and corporate income taxes and a sales tax with regional variations, and many localities impose a gross receipts based business license tax along with business personal property tax.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Leesburg 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, Virginia 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 Gaithersburg, Rockville, Frederick, Manassas and Washington.
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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.”
“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.