Bookkeeping, Accounting & CFO Services in Ormond Beach, FL
Ormond Beach marine businesses, contractors and healthcare practices along the Halifax River can count on PSG for clean books and steady financial guidance year round.
Ormond Beach marine businesses, contractors and healthcare practices along the Halifax River can count on PSG for clean books and steady financial guidance year round.
Ormond Beach lies in Volusia County just north of Daytona Beach, straddling the Halifax River with a stretch of Atlantic beachfront. Known as a birthplace of speed for early automobile races on its hard packed sand, the city today supports tourism and hospitality, healthcare practices, marine businesses, contractors and professional firms. A local airport and business park host light manufacturers and aviation related companies, and a large retiree population sustains demand for home, health and financial services.
Hospitality and marine businesses in Ormond Beach face seasonal cash swings tied to tourism and racing events in nearby Daytona, while contractors need job costing and storm related scheduling flexibility. Healthcare and professional practices need dependable payroll and clean closes. PSG maintains accurate monthly books, builds reporting by job, season or service line, and adds fractional CFO guidance on reserves, pricing and investment decisions.
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 Ormond Beach 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 Daytona Beach, Port Orange, Palm Coast, Deltona and Sanford.
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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.