Bookkeeping, Accounting & CFO Services in Green Bay, WI
Green Bay packaging suppliers, food processors and haulers on the Fox River rely on PSG for accurate monthly books and fractional CFO guidance for steady growth.
Green Bay packaging suppliers, food processors and haulers on the Fox River rely on PSG for accurate monthly books and fractional CFO guidance for steady growth.
Green Bay is the seat of Brown County in northeastern Wisconsin, where the Fox River meets the bay of the same name. The city is famous for the Packers, whose stadium district draws visitors throughout the season, and it has long been a center of paper and packaging production, food processing and trucking. The port handles bulk cargo, while healthcare, insurance and manufacturing suppliers support a broad regional economy.
Paper, packaging and food processing suppliers in Green Bay need standard costing, inventory accuracy and customer margin analysis. Trucking companies require cost per mile tracking and cash flow planning around shipper terms, and hospitality businesses manage game day and seasonal peaks. PSG delivers accurate monthly bookkeeping and fractional CFO support for budgeting, capital planning and lender reporting, helping Green Bay owners strengthen their position in regional supply chains.
Wisconsin levies state income and franchise taxes and a statewide sales tax with county additions. Growing employers need to register for state withholding and unemployment insurance as they hire.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Green Bay 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, Wisconsin 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 Appleton, Oshkosh, Sheboygan, Fond du Lac and Wausau.
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“If you want to sleep better at night, hire Phoenix Strategy Group.”
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“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.