CPA · Tax · Accounting · CFO · Tech Advisory · AI
PSG Advisory Group delivers expert tax planning, accounting, fractional CFO leadership, technology advisory, and AI automation services to businesses ready to grow with confidence and precision.
What We Do
We partner with founders, operators, and executives to deliver financial infrastructure, strategic guidance, and technology solutions that power confident decision-making at every stage of growth.
01
Proactive tax strategies that reduce liability and ensure complete compliance across federal, state, and international obligations.
02
Accurate, timely financial records that give you a clear picture of your business performance and a solid foundation for every strategic decision.
03
Executive-level financial leadership without the full-time overhead. Strategic oversight exactly when your business needs it most.
04
Strategic technology guidance that aligns your systems and digital infrastructure with your financial and operational goals for scalable growth.
05
Future-ready AI and automation strategies that streamline financial workflows and unlock intelligent insights from your business data.
How We Work
Our methodology is rooted in understanding your business first. Every engagement begins with context, goals, and a tailored plan grounded in trust and measurable results.
We begin every engagement with a comprehensive discovery of your business model, strategic goals, and risk profile before recommending a single strategy.
We design and implement financial systems, controls, and reporting frameworks tailored precisely to your growth stage and not a generic template.
Every report and recommendation is communicated in plain, actionable language. You leave every interaction knowing exactly where you stand and what to do next.
Who We Serve
PSG Advisory Group brings deep sector knowledge to every engagement. We understand the unique financial, regulatory, and operational challenges businesses face across a wide range of industries.
Inventory accounting, multi-channel revenue recognition, sales tax nexus, and platform integrations for online and omnichannel retailers.
Job costing, percentage-of-completion accounting, subcontractor compliance, and project-level financial reporting for contractors and developers.
Revenue management, food and beverage accounting, occupancy analytics, and multi-location financial consolidation for hotels and restaurants.
SaaS revenue recognition, equity and stock option accounting, R&D expense treatment, and investor-ready reporting for tech companies.
Brand accounting, influencer and marketing expense management, inventory costing, and international tax planning for consumer product companies.
Practice management accounting, billing reconciliation, compensation structures, and compliance reporting for healthcare providers and service firms.
Cost accounting, Section 263A UNICAP, supply chain financials, and multi-state nexus analysis for manufacturers and distributors.
Foreign entity compliance, transfer pricing, FBAR and FATCA obligations, and international tax structuring for businesses operating across borders.
Our Philosophy
"The best financial advice is specific, timely, and delivered by people who understand your business as deeply as you do."
PSG Advisory Group
Why Choose PSG
Get in Touch
Tell us about your business and we will reach out within one business day to schedule your complimentary consultation.
Whether you are looking to optimize your tax position, gain a clear handle on your financials, or bring strategic financial leadership to your team, we would love to hear about your goals.
Five purpose-built AI tools developed by CPAs who understand the real complexity of financial operations. Not off-the-shelf software. Built from the inside out.
The Intelligence Suite
Each tool was built to solve a real problem we encountered in practice. They work independently or together as part of a connected financial intelligence layer for your business.
Live Data
Ask plain-language questions about your business finances and get instant, accurate answers drawn directly from your live QuickBooks Online data. No spreadsheets. No waiting for reports.
Compliance
Upload your trial balance and let the tool map your data to the correct international tax schedules automatically. What used to take hours now takes minutes.
CFO Analytics
A CFO-grade analytics platform that connects to your QuickBooks Online and surfaces the financial insights that matter most. Powered by AI recommendations that go beyond the numbers.
Advisory
Generate structured, professional-grade tax advisory memos tailored to your client situation. Built on real tax technical knowledge so the output is accurate, defensible, and ready to use.
Tax Review
A structured review tool that compares year-over-year 1040 data, flags anomalies, generates severity-coded findings, and produces a sign-off ready review report.
How It Works
Getting started with any PSG Intelligence tool is straightforward. No lengthy onboarding. No complex setup. Just connect, configure, and start working smarter.
Submit a request for the tool or tools you are interested in. Our team will reach out within one business day to confirm details and set up your account.
For tools that integrate with QuickBooks Online, you authorize a secure read-only connection. Your data stays private and is never shared across clients.
Start using the tool immediately. Each one is designed to be intuitive with no training required. Our team is available to walk you through it on a live demo call.
Choose a monthly subscription plan that fits your usage. Add tools as you need them. Cancel anytime with no long-term commitment required.
Book a 30-minute live demo and we will show you exactly how any of these tools would work with your business financials. No commitment, no pressure.
Sign in to access your PSG Intelligence Suite tools. Purpose-built AI tools designed for tax professionals and businesses that demand precision.
Secure Access
Enter your credentials to access your PSG Advisory Group tools.
Don't have an account? Contact PSG Advisory Group to request access.
For support: admin@psgadvisorygroup.com
Add a new client to begin. The AI will guide you through focused questions and generate a professional PSG-branded tax advisory memorandum.
Tax Compliance Automation
Upload a QuickBooks Online trial balance, let AI categorize and map every account to the correct form schedule, then export an Axcess-ready Excel file.
Ask any financial question about your QuickBooks data — revenue, expenses, ratios, AR aging, invoices — for any time period. Tables can be downloaded as Excel.
Tax Return Review Automation
Upload a complete Form 1040. The tool masks all PII and key financial identifiers before processing, then produces a structured short-form return, completeness checks, and reviewer-grade analysis you can download to Excel.