Bookkeeping, Accounting & CFO Services in Cleveland, OH
Cleveland manufacturers, healthcare ventures and contractors along Lake Erie depend on PSG for disciplined cost accounting and CFO insight that supports the next phase of growth.
Cleveland manufacturers, healthcare ventures and contractors along Lake Erie depend on PSG for disciplined cost accounting and CFO insight that supports the next phase of growth.
Cleveland is the seat of Cuyahoga County on Lake Erie in northeast Ohio. Long an industrial powerhouse, it retains strengths in advanced manufacturing, metal processing, paints and coatings and polymers, while healthcare has become a leading employer thanks to the Cleveland Clinic and University Hospitals. A growing life science and technology scene, professional services, logistics and a lively restaurant and brewery culture round out the economy.
Manufacturers and industrial suppliers need precise costing, inventory valuation and margin analysis by customer. Healthcare related practices and medtech startups need billing discipline or investor ready financials, while contractors rely on job costing. PSG keeps books reconciled, strengthens cost reporting and delivers fractional CFO support on capital investment, financing, acquisitions and succession for Cleveland's many owner led companies.
Ohio uses a Commercial Activity Tax on gross receipts instead of a corporate income tax, and most cities levy a municipal income tax on wages and net profits. Employers must withhold for the correct municipality.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Cleveland 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, Ohio 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 Parma, Cleveland Heights, Euclid, Strongsville and Mentor.
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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.