Bookkeeping, Accounting & CFO Services in Anderson, IN
Anderson manufacturers, trucking companies, and trades businesses work with PSG to sharpen costing, stabilize cash flow, and plan growth near Indianapolis.
Anderson manufacturers, trucking companies, and trades businesses work with PSG to sharpen costing, stabilize cash flow, and plan growth near Indianapolis.
Anderson is the seat of Madison County in east central Indiana, northeast of Indianapolis and near Muncie and the fast growing Hamilton County suburbs. Long tied to automotive parts manufacturing, the city has diversified into logistics and distribution, advanced manufacturing, healthcare, and education, with Anderson University adding a campus presence. Its location along Interstate 69 supports warehousing and trucking, and small businesses include machine shops, contractors, auto services, restaurants, and family owned retailers.
Anderson manufacturers and suppliers need accurate inventory valuation and product costing to protect thin margins, while logistics and trucking firms depend on lane and customer profitability. Contractors need job costing and progress billing, and family businesses often need cleaner books before seeking financing or planning a transition. PSG provides consistent monthly bookkeeping, and our fractional CFOs build cost models, cash forecasts, and lender reporting for growing Anderson companies.
Indiana has a flat state income tax, and counties levy their own local income taxes that employers must withhold based on where employees live and work. Sales tax is set at the state level, though some counties add food and beverage or lodging taxes.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Anderson 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, Indiana 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 Muncie, Noblesville, Fishers, Carmel and Lawrence.
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“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.”
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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.