Bookkeeping, Accounting & CFO Services in Mount Vernon, NY
PSG helps Mount Vernon restaurants, contractors and service providers keep accurate books and build the financial footing needed to grow just north of the Bronx.
PSG helps Mount Vernon restaurants, contractors and service providers keep accurate books and build the financial footing needed to grow just north of the Bronx.
Mount Vernon is a dense city in southern Westchester County that borders the Bronx, with Metro-North stations offering quick commutes into Manhattan. It has a large Caribbean American and African American community, and its commercial streets are lined with restaurants, bakeries, salons, groceries and professional offices. Light industrial areas support contractors, auto repair shops, distributors and food businesses, while healthcare and social service providers are important local employers.
Restaurants and retailers need tight control of food and labor costs, sales tax and daily cash, while contractors and distributors rely on job costing and receivables management. Healthcare and social service providers must track payroll and funding sources carefully. PSG provides reliable monthly bookkeeping, clear financial statements and fractional CFO guidance that helps Mount Vernon owners secure financing and grow sustainably.
New York levies state income and franchise taxes and a statewide sales tax with local additions. New York City adds its own income tax and business taxes, and employers must track where work is performed.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Mount Vernon 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, New York 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 New Rochelle, Yonkers, White Plains, Hackensack and West New York.
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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.