Bookkeeping, Accounting & CFO Services in Mobile, AL
Mobile shipbuilding suppliers, logistics firms and hospitality businesses rely on PSG for clean books and CFO guidance built for a Gulf Coast port economy.
Mobile shipbuilding suppliers, logistics firms and hospitality businesses rely on PSG for clean books and CFO guidance built for a Gulf Coast port economy.
Mobile sits at the head of Mobile Bay on Alabama's Gulf Coast, with a deepwater port that handles bulk, container and project cargo. Shipbuilding and aerospace are major industries, with Austal USA building naval vessels and Airbus operating an aircraft assembly line at the Brookley Aeroplex. Chemical plants, steel processing, healthcare and tourism tied to the city's historic downtown and its famous Mardi Gras traditions round out the economy, supporting many contractors, suppliers and hospitality businesses.
Marine, aerospace and industrial suppliers need contract costing, job tracking and documentation that meets large customer requirements. Logistics firms depend on freight costing and receivables control, and hospitality businesses plan around event seasons and hurricane risk. PSG delivers accurate monthly bookkeeping, profitability reporting by contract or job, and fractional CFO planning that helps Mobile owners manage working capital and grow.
Alabama taxes business income at the state level, and many cities and counties add their own sales taxes and occupational or license taxes. Some jurisdictions administer their own local taxes, so businesses selling across several municipalities need clean records by location.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Mobile 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, Alabama 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 Pensacola, Biloxi, Gulfport, Hattiesburg and New Orleans.
.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.