Bookkeeping, Accounting & CFO Services in North Port, FL
From homebuilders in the West Villages to medical practices along Tamiami Trail, North Port businesses get clean books and forward looking financial guidance from PSG.
From homebuilders in the West Villages to medical practices along Tamiami Trail, North Port businesses get clean books and forward looking financial guidance from PSG.
North Port sits in southern Sarasota County, between Venice and the Charlotte County line, where rapid residential expansion has reshaped a once quiet stretch of southwest Florida. New neighborhoods in the West Villages area, anchored by the Atlanta Braves spring training ballpark, have pulled in homebuilders, landscapers, pool contractors, medical practices and retail. Warm Mineral Springs and the Myakka River draw visitors, while a large retiree population supports home services, healthcare and professional firms that follow the pace of new rooftops across the city.
For contractors and trades riding the local building boom, accurate job costing, deposit tracking and retainage are essential, and seasonal visitors plus spring training traffic create uneven revenue for restaurants and retailers. Medical and home service providers need dependable payroll and clean monthly closes. PSG keeps books current and reconciled, sets up job level reporting for builders and trades, and adds fractional CFO guidance on cash reserves, hiring and financing as North Port keeps expanding.
Florida has no state individual income tax, but C corporations pay a state corporate income tax, and sales tax applies statewide with county surtaxes on top. Businesses with employees register for state reemployment tax and track sales by county.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with North Port 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, Florida 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 Sarasota, Cape Coral, Bradenton, Fort Myers and Bonita Springs.
.gif)
.gif)
.gif)
“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.