Bookkeeping, Accounting & CFO Services in Newton, MA
Newton consultants, practices and village merchants rely on PSG for accurate books and CFO insight suited to a community of distinct neighborhoods west of Boston.
Newton consultants, practices and village merchants rely on PSG for accurate books and CFO insight suited to a community of distinct neighborhoods west of Boston.
Newton is an affluent city in Middlesex County just west of Boston, made up of distinct villages such as Newton Centre, West Newton and Newtonville, each with its own commercial district. Boston College's campus borders the city, and the economy leans on professional services, healthcare, education, technology and finance. Small businesses include law and consulting firms, medical, dental and therapy practices, tutoring centers, boutique retailers, restaurants and home service contractors serving families across the villages.
Professional and consulting firms need project profitability, time based billing and receivables management, while healthcare practices depend on payroll and reimbursement tracking. Home service contractors rely on job costing through New England winters, and retailers watch inventory and occupancy costs. PSG provides dependable monthly bookkeeping, KPI reporting and fractional CFO guidance that helps Newton owners improve margins and plan transitions.
Massachusetts levies a state income tax, a corporate excise, and a statewide sales tax, plus paid family and medical leave contributions. Detailed payroll records and timely filings keep growing businesses compliant.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Newton 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, Massachusetts 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 Waltham, Cambridge, Somerville, Medford and Boston.
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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.