Bookkeeping, Accounting & CFO Services in North Charleston, SC
PSG helps North Charleston aerospace suppliers, logistics firms and manufacturers keep precise books and plan growth in the Lowcountry's industrial core.
PSG helps North Charleston aerospace suppliers, logistics firms and manufacturers keep precise books and plan growth in the Lowcountry's industrial core.
North Charleston stretches along the Cooper and Ashley rivers in the Charleston metro, serving as the region's industrial and logistics center. Boeing's aircraft assembly campus, container terminals of the Port of Charleston and Joint Base Charleston drive demand for aerospace suppliers, freight forwarders, warehousing and defense contractors. Retail and the convention center add commerce, and the Park Circle area supports restaurants and breweries, alongside contractors, manufacturers and professional firms.
Aerospace and defense suppliers need contract costing and documentation that satisfies large customers, while logistics firms depend on freight costing and receivables control. Manufacturers require product costing, and contractors need progress billing. PSG delivers accurate monthly bookkeeping, profitability reporting by contract, customer or job, and fractional CFO planning that helps North Charleston owners manage working capital and grow.
South Carolina levies state income and corporate income taxes and a statewide sales tax with local option additions. Many cities and counties also require annual business licenses based on gross receipts.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with North Charleston 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, South Carolina 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 Mount Pleasant, Goose Creek, Summerville, Hilton Head Island and Sumter.
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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.