Bookkeeping, Accounting & CFO Services in Wellington, FL
Wellington horse farms, trainers and equine suppliers rely on PSG for season aware cash planning, clean books and fractional CFO guidance in Palm Beach County.
Wellington horse farms, trainers and equine suppliers rely on PSG for season aware cash planning, clean books and fractional CFO guidance in Palm Beach County.
Wellington is a Palm Beach County village west of West Palm Beach, internationally known as a winter equestrian capital. The Winter Equestrian Festival and polo season draw riders, owners and spectators, supporting horse farms, trainers, veterinarians, farriers, feed and tack suppliers, and luxury real estate. Beyond the equine economy, the village hosts medical practices, contractors, landscapers, restaurants and professional services firms that serve an affluent year round community.
Equestrian businesses in Wellington earn much of their revenue in the winter season, making cash planning, deposits and seasonal payroll critical. Horse farms and trainers need cost tracking by horse or client, while real estate and contractors depend on job costing. PSG provides accurate bookkeeping, payroll support and fractional CFO forecasting that help Wellington owners manage seasonal swings, price services properly and plan investments.
Florida has no state individual income tax, but C corporations pay a state corporate income tax, and sales tax applies statewide with county surtaxes on top. Businesses with employees register for state reemployment tax and track sales by county.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Wellington 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, Florida 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 Greenacres, West Palm Beach, Palm Beach Gardens, Boynton Beach and Delray Beach.
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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.