Bookkeeping, Accounting & CFO Services in New Orleans, LA
New Orleans restaurants, event producers and maritime firms rely on PSG for accurate books and CFO planning that accounts for festival peaks and storm seasons.
New Orleans restaurants, event producers and maritime firms rely on PSG for accurate books and CFO planning that accounts for festival peaks and storm seasons.
New Orleans sits on a bend of the Mississippi River near its mouth, a port city whose culture, food and music draw visitors from around the world. Tourism, conventions and festivals support a vast hospitality industry of restaurants, hotels, bars and event producers across the French Quarter and beyond. The port, maritime services, energy and offshore support companies, healthcare and universities such as Tulane add economic depth, alongside contractors, creative firms and neighborhood businesses.
Restaurants, bars and event businesses face festival driven revenue spikes, hurricane season disruptions and large tipped payrolls. Maritime and energy service firms need job costing and receivables control, and contractors manage insurance and rebuild projects. PSG delivers timely monthly bookkeeping, location and event profitability reporting, and fractional CFO planning that helps New Orleans owners build reserves and grow.
Louisiana levies state income and corporate taxes, and sales tax is complex because parishes and municipalities set and often collect their own local rates. Businesses selling across parishes need careful local tracking.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with New Orleans 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, Louisiana 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 Kenner, Gulfport, Baton Rouge, Biloxi and Hattiesburg.
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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.