Bookkeeping, Accounting & CFO Services in Euclid, OH
Euclid manufacturers, machine shops and trades along the Lake Erie shoreline turn to PSG for accurate monthly accounting and CFO guidance that supports reinvestment.
Euclid manufacturers, machine shops and trades along the Lake Erie shoreline turn to PSG for accurate monthly accounting and CFO guidance that supports reinvestment.
Euclid is a Cuyahoga County city along the Lake Erie shoreline just east of Cleveland. Its industrial base includes welding and equipment manufacturing, metalworking, tooling and precision machining firms, many located along its rail and industrial corridors. Healthcare providers, schools and the lakefront park system add stability, while neighborhood corridors support contractors, auto repair shops, restaurants, beauty businesses and small professional offices serving the east side suburbs.
Manufacturers and machine shops in Euclid need job costing, accurate inventory and a clear view of margins by customer, particularly when material costs rise. Contractors need work in progress reporting and compliant payroll, and neighborhood service businesses need simple, reliable cash management. PSG provides consistent monthly bookkeeping and fractional CFO guidance on budgeting, equipment purchases and lender reporting, helping Euclid owners modernize operations and pursue new contracts.
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 Euclid 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 Cleveland Heights, Cleveland, Mentor, Parma and Strongsville.
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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.