Bookkeeping, Accounting & CFO Services in Wilson, NC
Wilson farm businesses, manufacturers and downtown merchants rely on PSG for harvest aware cash planning and fractional CFO guidance in eastern North Carolina.
Wilson farm businesses, manufacturers and downtown merchants rely on PSG for harvest aware cash planning and fractional CFO guidance in eastern North Carolina.
Wilson is the seat of Wilson County in eastern North Carolina, east of Raleigh along the interstate. Once a major tobacco market, the city now combines agriculture with pharmaceutical and food manufacturing, distribution and healthcare. Its downtown has been revitalized around the Vollis Simpson Whirligig Park, and the city operates its own fiber network. Barton College, contractors, farm suppliers, restaurants and family owned retailers round out the local economy.
Agricultural businesses in Wilson need cash planning tied to planting and harvest, while manufacturers and distributors require inventory costing and freight tracking. Contractors depend on job costing, and downtown restaurants and retailers watch payroll and margins. PSG provides accurate bookkeeping, payroll support and fractional CFO forecasting that help eastern North Carolina owners manage seasonal cycles, finance equipment and plan for growth.
North Carolina has a flat state income tax, a corporate income tax, and a franchise tax, with sales tax rates varying by county. Growing employers register for state withholding and unemployment insurance as they hire.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Wilson 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, North 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 Rocky Mount, Greenville, Raleigh, Cary and Apex.
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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.