Bookkeeping, Accounting & CFO Services in Allentown, PA
Allentown distributors, manufacturers, and contractors work with PSG to tighten inventory and job costing and build financial plans for the Lehigh Valley.
Allentown distributors, manufacturers, and contractors work with PSG to tighten inventory and job costing and build financial plans for the Lehigh Valley.
Allentown is the urban core of the Lehigh Valley and the seat of Lehigh County in eastern Pennsylvania, sitting between Philadelphia and New York along major interstate routes. Its industrial heritage has evolved into a hub for warehousing and distribution, healthcare, and specialty manufacturing, with large hospital networks and logistics centers across the valley. Small businesses range from food producers and machine shops to trucking companies, contractors, restaurants, and professional services firms revitalizing the downtown core.
Distribution and logistics companies around Allentown need precise inventory, freight cost, and customer profitability tracking, while manufacturers depend on accurate standard costs. Contractors need job costing and retainage tracking, and healthcare practices benefit from clear payer reporting. PSG provides monthly bookkeeping and reconciliations, and our fractional CFOs deliver cash forecasts, margin analysis, and lender packages that help owners fund equipment, fleets, and expansion.
Pennsylvania levies a flat state income tax, a corporate net income tax, and a statewide sales tax. Most municipalities levy a local earned income tax, and Philadelphia has its own wage and business income taxes.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Allentown 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, Pennsylvania 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 Bethlehem, Reading, Trenton, Philadelphia and Wilkes-Barre.
.gif)
.gif)
.gif)
“If you want to sleep better at night, hire Phoenix Strategy Group.”
“PSG and David Metzler structured an extraordinary M&A deal during a very chaotic period in our business, and I couldn't be more pleased with our partnership.”
“PSG saved my dream. They helped us get our financials in order and renegotiate our lending agreements, pulling us through a tough financial crunch.”
“As our fractional CFO, they accomplished more in six months than our last two full-time CFOs combined. If you're looking for unparalleled financial strategy and integration, hiring PSG is one of the best decisions you can make.”
“Hire PSG if you want to make your life easier and have accurate data.”
“As a home service business owner, understanding complex financials and Unit Economics always seemed overwhelming—until we started working with Phoenix Strategy Group.”
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.