Bookkeeping, Accounting & CFO Services in Addison, IL
We work with Addison manufacturers, fabricators, and distributors who want inventory, margins, and cash flow reported clearly enough to guide real operating decisions.
We work with Addison manufacturers, fabricators, and distributors who want inventory, margins, and cash flow reported clearly enough to guide real operating decisions.
Addison sits in eastern DuPage County in Chicago's western suburbs, bordered by neighbors like Elmhurst, Lombard, and Wood Dale. The village is known for one of the region's larger concentrations of industrial and light manufacturing space, with easy access to interstates, rail, and O'Hare International Airport. Its business base leans toward metal fabrication, packaging, food processing, contract manufacturing, and wholesale distribution, supported by a mix of family owned machine shops, logistics providers, and service firms that sell to other businesses.
For Addison's manufacturers and distributors, accurate inventory valuation and cost of goods sold are the foundation of good decisions. Many owners need clearer margins by product line or customer, tighter control of receivables, and reliable month end closes that satisfy bank covenants on equipment and working capital lines. PSG handles the bookkeeping and reconciliations, while our fractional CFOs build standard costing views, cash forecasts, and reporting that shows where each shipment actually makes money.
Illinois levies state income tax plus a personal property replacement income tax on many entities, and sales taxes vary by locality. Chicago and some other jurisdictions add their own business taxes, so location tracking matters.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Addison 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, Illinois 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 Elmhurst, Lombard, Wheaton, Carol Stream and Schaumburg.
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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.