Bookkeeping, Accounting & CFO Services in Champaign, IL
Champaign startups, campus area merchants and agribusiness firms near the University of Illinois use PSG for investor ready books and cash planning around the academic year.
Champaign startups, campus area merchants and agribusiness firms near the University of Illinois use PSG for investor ready books and cash planning around the academic year.
Champaign sits in east central Illinois, sharing a metro with Urbana and the University of Illinois. The university drives a research economy with a research park that hosts technology companies, startups and corporate innovation centers. Agriculture and agribusiness surround the city, and healthcare, logistics and a lively campus district of restaurants, bars and retailers round out the local economy, along with property managers serving a large student rental market.
University spinouts and tech startups need investor ready financials, grant accounting and runway planning. Campus area restaurants, retailers and landlords must plan around academic calendar swings and manage student oriented seasonality. Agribusiness suppliers face harvest driven cash cycles. PSG delivers monthly close, cash forecasts and fractional CFO guidance on fundraising, pricing and budgeting for Champaign owners.
Illinois levies state income tax plus a personal property replacement income tax on many entities, and sales taxes vary by locality. Chicago and some other jurisdictions add their own business taxes, so location tracking matters.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Champaign 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, Illinois 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 Urbana, Decatur, Normal, Terre Haute and Springfield.
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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.”
“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.