Bookkeeping, Accounting & CFO Services in Beloit, WI
Beloit manufacturers, fabricators, and trades working on both sides of the state line use PSG for precise costing, multistate care, and steady planning.
Beloit manufacturers, fabricators, and trades working on both sides of the state line use PSG for precise costing, multistate care, and steady planning.
Beloit is a city in Rock County, Wisconsin, on the Illinois state line along the Rock River, near Janesville and Rockford. Its manufacturing heritage continues in engine, equipment, and food production companies, and a revitalized riverfront has attracted new offices, restaurants, and entrepreneurs. Beloit College contributes to downtown life. Small and mid sized businesses include machine shops, fabricators, logistics providers, contractors, and family owned retailers serving customers on both sides of the state line.
Beloit manufacturers and fabricators need precise standard costing, inventory valuation, and customer margin reporting. Businesses operating in both Wisconsin and Illinois must track multistate payroll and sales tax carefully, and contractors need job costing through the northern building season. PSG provides consistent monthly bookkeeping, and our fractional CFOs build cost models, cash forecasts, and financing plans for growing Beloit companies.
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 Beloit 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 Janesville, Rockford, Crystal Lake, DeKalb and Carpentersville.
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“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.