Bookkeeping, Accounting & CFO Services in Valley Stream, NY
Valley Stream retailers, medical practices and airport logistics firms work with PSG for accurate books, payroll support and fractional CFO guidance on Long Island.
Valley Stream retailers, medical practices and airport logistics firms work with PSG for accurate books, payroll support and fractional CFO guidance on Long Island.
Valley Stream is a village in southwestern Nassau County on Long Island, bordering Queens and close to JFK Airport. Green Acres Mall and busy commercial corridors along Sunrise Highway make it a retail destination, and the Long Island Rail Road connects commuters to Manhattan. Local businesses include medical and dental practices, contractors, auto services, restaurants, freight forwarders and airport related logistics firms, many of them family owned and serving a diverse community across Nassau and Queens.
Retailers and restaurants in Valley Stream need accurate sales tax, payroll and inventory tracking in a notably high cost region. Freight forwarders near the airport manage receivables, duties and carrier costs, while contractors depend on job costing and certified payroll. PSG provides monthly bookkeeping, payroll support and fractional CFO guidance that help Valley Stream owners protect margins and plan growth across Long Island.
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 Valley Stream 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 Hempstead, Freeport, New York, New Rochelle and Hoboken.
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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.