Bookkeeping, Accounting & CFO Services in Palm Bay, FL
Palm Bay aerospace subcontractors, machine shops and homebuilders on the Space Coast can rely on PSG for compliance ready books and focused CFO guidance.
Palm Bay aerospace subcontractors, machine shops and homebuilders on the Space Coast can rely on PSG for compliance ready books and focused CFO guidance.
Palm Bay is a Brevard County city on Florida's Space Coast, just south of Melbourne along the Indian River Lagoon. Aerospace, defense electronics and advanced manufacturing play an outsized role in the regional economy, supported by engineering firms, machine shops and technical subcontractors. Rapid residential growth has also created strong demand for homebuilders, contractors, home services, healthcare practices and neighborhood retail, making Palm Bay a mix of high tech suppliers and fast growing consumer businesses.
Aerospace and defense subcontractors near Palm Bay need contract level cost tracking, clean timekeeping and books that support government compliance. Contractors and home service companies need job costing and scalable payroll as neighborhoods expand. PSG keeps books reconciled every month, builds reporting by contract or job, and offers fractional CFO guidance on indirect cost pools, cash flow and financing for growing Space Coast firms.
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 Palm Bay 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 Melbourne, Titusville, Fort Pierce, Port St. Lucie and Kissimmee.
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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.”
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“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.