Bookkeeping, Accounting & CFO Services in Sumter, SC
Sumter business owners working near Shaw Air Force Base count on PSG for contract ready bookkeeping, dependable payroll support and CFO guidance tailored to the Midlands economy.
Sumter business owners working near Shaw Air Force Base count on PSG for contract ready bookkeeping, dependable payroll support and CFO guidance tailored to the Midlands economy.
Sumter is the seat of Sumter County in the South Carolina Midlands, east of Columbia, and its economy is closely tied to Shaw Air Force Base. Around that anchor, the area supports defense contractors, manufacturing plants, agriculture, healthcare providers and a wide base of service businesses that cater to military families. Local owners run auto repair shops, construction and HVAC companies, restaurants, property management firms and farm supply operations across a region that blends small city commerce with rural land.
Businesses serving Shaw Air Force Base often work under government contracts that demand disciplined cost tracking, timekeeping and documentation. Manufacturers and agricultural operations need inventory and seasonal cash planning, while trades and property managers rely on accurate job costing and rent reconciliation. PSG keeps books audit ready, separates contract costs cleanly and provides fractional CFO forecasting so Sumter owners can bid confidently, manage working capital and plan for military rotation cycles.
South Carolina levies state income and corporate income taxes and a statewide sales tax with local option additions. Many cities and counties also require annual business licenses based on gross receipts.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Sumter 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, South 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 Florence, Columbia, Summerville, Goose Creek and North Charleston.
.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.