Bookkeeping, Accounting & CFO Services in Sandy Springs, GA
Sandy Springs medical practices, professional firms and technology companies work with PSG for accurate books and strategic CFO support near Perimeter Center.
Sandy Springs medical practices, professional firms and technology companies work with PSG for accurate books and strategic CFO support near Perimeter Center.
Sandy Springs is a Fulton County city just north of Atlanta, stretching along the Chattahoochee River and the Perimeter Center business district. It hosts several corporate headquarters, including UPS, along with a dense cluster of hospitals and medical offices. Professional services firms, technology companies, healthcare practices and financial advisors fill its office towers, while City Springs and surrounding shopping centers support restaurants, boutiques and service businesses for an affluent residential base.
Sandy Springs medical practices need revenue cycle visibility and multi provider reporting, while professional and technology firms want project profitability and clean revenue recognition. Companies serving large corporate clients must manage long payment terms carefully. PSG maintains accurate monthly bookkeeping and adds fractional CFO leadership on budgeting, cash forecasting and preparing for acquisition or investment.
Georgia levies state income and corporate taxes plus state and local sales taxes that vary by county. Businesses with employees register for state withholding and unemployment insurance, and many cities require an annual business license.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Sandy Springs 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, Georgia 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 Dunwoody, Brookhaven, Roswell, Smyrna and Peachtree Corners.
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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.