Bookkeeping, Accounting & CFO Services in East Providence, RI
Across the river from Providence, East Providence manufacturers, trades and practices turn to PSG for disciplined monthly accounting and CFO level planning that supports steady growth.
Across the river from Providence, East Providence manufacturers, trades and practices turn to PSG for disciplined monthly accounting and CFO level planning that supports steady growth.
East Providence sits across the Seekonk River from Providence, with a long shoreline along Narragansett Bay and easy access to Massachusetts. The city combines light manufacturing and industrial parks with marine trades, healthcare facilities, distribution businesses and a waterfront that is gradually being redeveloped. Neighborhood commercial strips support restaurants, auto services, contractors and professional offices serving customers throughout the Providence metro and nearby Bristol County.
Manufacturers and distributors in East Providence need reliable inventory costing, margin analysis by product line and dependable month end close. Marine and construction trades rely on job costing and seasonal cash planning, while healthcare practices focus on payroll and reimbursement tracking. PSG provides accurate bookkeeping and fractional CFO support for budgeting, capital planning and lender relationships, helping local owners compete for larger customers across Rhode Island and southeastern New England.
Rhode Island levies state income and corporate taxes, a statewide sales tax, and temporary disability insurance withholding. Accurate payroll records and timely sales tax filings keep small businesses compliant.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with East Providence 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, Rhode Island 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 Providence, Cranston, Pawtucket, Warwick and Attleboro.
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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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“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.