Bookkeeping, Accounting & CFO Services in New York, NY
PSG gives New York founders in consumer brands, media, hospitality and professional services the precise books and CFO strategy needed to compete and scale.
PSG gives New York founders in consumer brands, media, hospitality and professional services the precise books and CFO strategy needed to compete and scale.
New York City spans five boroughs at the mouth of the Hudson River and is the country's leading center for finance, media, fashion, advertising and real estate. A dense startup ecosystem in fintech, software and consumer brands has grown across Manhattan and Brooklyn, while hospitality, retail and professional services serve residents and visitors. Founder led companies range from creative agencies and apparel brands to restaurant groups, construction firms, healthcare practices and import businesses in every borough.
Startups and consumer brands need revenue recognition, inventory and channel margin reporting, and investor ready financials. Agencies depend on project profitability, restaurant groups manage high labor and rent costs across locations, and contractors need job costing and compliance discipline. PSG delivers disciplined monthly closes, multi entity reporting and fractional CFO strategy that helps New York founders manage cash, raise capital and scale.
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 New York 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 Hoboken, Jersey City, Union City, West New York and Bayonne.
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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.