Bookkeeping, Accounting & CFO Services in Syracuse, NY
Syracuse manufacturers, contractors and campus area businesses use PSG to manage seasonal cash swings, keep accurate books and gain CFO guidance for Central New York growth.
Syracuse manufacturers, contractors and campus area businesses use PSG to manage seasonal cash swings, keep accurate books and gain CFO guidance for Central New York growth.
Syracuse is the seat of Onondaga County and the commercial center of Central New York. Syracuse University and a large regional medical sector anchor the city, supported by advanced manufacturing, engineering firms, logistics along the Thruway and a lively scene of restaurants, breweries and specialty retailers. Small businesses range from contractors and snow removal companies to tech startups spun out of university research, all operating in a market shaped by long winters and a strong academic calendar.
Syracuse contractors and snow removal firms face sharply seasonal revenue that calls for careful cash planning, while manufacturers need inventory costing and margin analysis by product line. Businesses near campus see sales rise and fall with the academic year, and healthcare related firms depend on receivables discipline. PSG delivers reliable bookkeeping, job and product costing, and fractional CFO forecasting that helps Central New York owners smooth seasonal cycles and plan capital investments.
New York levies state income and franchise taxes and a statewide sales tax with local additions. New York City adds its own income tax and business taxes, and employers must track where work is performed.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Syracuse 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, New York 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 Utica, Binghamton, Schenectady, Scranton and Albany.
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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.”
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“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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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.