Bookkeeping, Accounting & CFO Services in Bethlehem, PA
Bethlehem distributors, engineers, contractors, and hospitality businesses in the Lehigh Valley rely on PSG for accurate books and CFO insight on growth.
Bethlehem distributors, engineers, contractors, and hospitality businesses in the Lehigh Valley rely on PSG for accurate books and CFO insight on growth.
Bethlehem straddles Lehigh and Northampton counties in Pennsylvania's Lehigh Valley, alongside Allentown and Easton. Once home to Bethlehem Steel, the city has transformed the former steel site into an arts and entertainment district and a large casino resort. Lehigh University and Moravian University anchor education and research, and the region's highway access has made logistics and distribution a major employer. Small businesses include manufacturers, contractors, restaurants, tourism operators, and engineering firms.
Bethlehem distributors and manufacturers need accurate inventory valuation and cost tracking, while contractors need job costing and progress billing. Restaurants and tourism businesses plan around festival and holiday seasons, and engineering and technology firms need project profitability reporting. PSG provides dependable monthly bookkeeping, and our fractional CFOs build forecasts, margin analysis, and financing packages that help Lehigh Valley owners grow.
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 Bethlehem 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 Allentown, Reading, Trenton, Philadelphia and New Brunswick.
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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.