Bookkeeping, Accounting & CFO Services in Davenport, IA
Davenport manufacturers, defense suppliers and contractors in the Quad Cities rely on PSG for precise books and CFO guidance across both sides of the Mississippi.
Davenport manufacturers, defense suppliers and contractors in the Quad Cities rely on PSG for precise books and CFO guidance across both sides of the Mississippi.
Davenport is the seat of Scott County, Iowa's largest city in the Quad Cities along the Mississippi River, across from Rock Island and Moline in Illinois. Manufacturing, agricultural equipment, aluminum production and logistics shape the regional economy, with the Rock Island Arsenal nearby. Healthcare, riverfront entertainment and gaming, contractors, distributors and a revitalized downtown of restaurants and breweries round out the local business mix.
Manufacturers and suppliers need precise costing and inventory control, and firms supporting the Arsenal require compliant contract documentation. Businesses operating in both Iowa and Illinois manage multistate payroll and tax considerations. Contractors rely on job costing. PSG keeps books reconciled and offers fractional CFO support on financing, forecasting and growth for Davenport owners across the Quad Cities.
Iowa levies state income and corporate income taxes, and local option sales taxes apply in many cities and counties. Businesses benefit from tracking sales by location and keeping payroll registrations current.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Davenport 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, Iowa 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 Rock Island, Moline, Iowa City, Cedar Rapids and Dubuque.
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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.