Bookkeeping, Accounting & CFO Services in Findlay, OH
Findlay manufacturers, suppliers and distributors along northwest Ohio's freight corridor rely on PSG for accurate monthly accounting and forward looking CFO guidance.
Findlay manufacturers, suppliers and distributors along northwest Ohio's freight corridor rely on PSG for accurate monthly accounting and forward looking CFO guidance.
Findlay is the seat of Hancock County in northwest Ohio, set along the Blanchard River and the main interstate linking Toledo and Dayton. It is home to the headquarters of Marathon Petroleum and a strong base of manufacturing, including tires, automotive components and industrial products. Distribution centers take advantage of its highway access, while the University of Findlay, healthcare and a lively downtown support services, restaurants and retail.
Manufacturers and suppliers around Findlay need standard costing, inventory control and margin analysis by customer, often while serving larger industrial and energy clients. Distribution and trucking firms depend on receivables discipline and cost per load visibility, while contractors need job costing. PSG provides dependable monthly bookkeeping and fractional CFO support for budgeting, capital planning and lender reporting, helping Findlay owners strengthen their position in the regional supply chain.
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 Findlay 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 Lima, Toledo, Westerville, Fort Wayne and Lorain.
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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.