Bookkeeping, Accounting & CFO Services in Raleigh, NC
Raleigh software founders, life sciences startups and contractors across the Research Triangle can count on PSG for investor ready books and CFO guidance for growth.
Raleigh software founders, life sciences startups and contractors across the Research Triangle can count on PSG for investor ready books and CFO guidance for growth.
Raleigh is North Carolina's capital and the seat of Wake County, anchoring the Research Triangle with Durham and Chapel Hill. North Carolina State University feeds engineering and technology talent, and the nearby Research Triangle Park supports life sciences, software and advanced manufacturing firms. State government, healthcare and professional services add stability, while rapid population growth fuels construction, real estate, restaurants and a vibrant downtown startup scene.
Software and life sciences startups in Raleigh need revenue recognition, grant and investor reporting, and runway planning, while contractors and developers need job costing through rapid growth. Firms serving state agencies require contract level accounting. PSG keeps books reconciled monthly, builds reporting by project, product or contract, and provides fractional CFO guidance on fundraising preparation, forecasting and scaling across the Triangle.
North Carolina has a flat state income tax, a corporate income tax, and a franchise tax, with sales tax rates varying by county. Growing employers register for state withholding and unemployment insurance as they hire.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Raleigh 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, North 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 Cary, Apex, Durham, Chapel Hill and Wilson.
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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.