Bookkeeping, Accounting & CFO Services in Elizabeth, NJ
Elizabeth logistics firms, wholesalers and contractors working alongside the port and airport depend on PSG for sharp monthly books and CFO guidance on cash flow.
Elizabeth logistics firms, wholesalers and contractors working alongside the port and airport depend on PSG for sharp monthly books and CFO guidance on cash flow.
Elizabeth is the seat of Union County and one of New Jersey's key logistics centers, sharing the Port Newark and Elizabeth marine terminal complex and bordering Newark Liberty International Airport. Freight forwarders, customs brokers, trucking companies, warehouses and wholesale distributors cluster near the waterfront and turnpike. Beyond logistics, the city's busy commercial corridors support restaurants, retailers, immigrant owned shops, construction contractors and healthcare providers serving a dense, diverse population.
Freight, trucking and distribution businesses in Elizabeth need disciplined receivables management, cost per shipment analysis and cash flow planning around carrier and customer payment terms. Wholesalers need inventory accuracy and landed cost tracking, while contractors require job costing and compliant payroll. PSG keeps books accurate each month and provides fractional CFO support for forecasting, financing and profitability analysis, helping Elizabeth owners scale alongside a busy freight gateway in the East Coast.
New Jersey levies a gross income tax, a corporation business tax, and a statewide sales tax, along with state disability and family leave contributions. Some urban enterprise zones have reduced sales tax rates.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Elizabeth 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, New Jersey 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 Linden, Bayonne, Newark, East Orange and Kearny.
.gif)
.gif)
.gif)
“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.