Bookkeeping, Accounting & CFO Services in Appleton, WI
Appleton manufacturers, packaging suppliers, and family owned firms in the Fox Cities use PSG for precise costing, clean books, and succession ready financials.
Appleton manufacturers, packaging suppliers, and family owned firms in the Fox Cities use PSG for precise costing, clean books, and succession ready financials.
Appleton is the hub of Wisconsin's Fox Cities, set along the Fox River in Outagamie County between Oshkosh and Green Bay. Paper and packaging manufacturing built the local economy and remains important, alongside printing, insurance, healthcare, and specialty equipment makers. Lawrence University adds a cultural and academic presence downtown. Small and mid sized businesses include machine shops, fabricators, packaging suppliers, contractors, breweries, restaurants, and professional services firms serving the broader Fox Valley.
Appleton manufacturers and packaging suppliers need accurate standard costing, inventory valuation, and margin analysis by product or customer. Contractors need job costing through Wisconsin's weather driven construction season, and family owned businesses frequently need cleaner financials for succession or sale. PSG provides consistent bookkeeping and monthly close, and our fractional CFOs develop cost models, cash forecasts, and exit ready reporting for Fox Valley owners.
Wisconsin levies state income and franchise taxes and a statewide sales tax with county additions. Growing employers need to 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 Appleton 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, Wisconsin 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 Oshkosh, Green Bay, Fond du Lac, Sheboygan and Wausau.
.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.