Bookkeeping, Accounting & CFO Services in Greenfield, WI
Greenfield retailers, contractors and clinics on Milwaukee's southwest side rely on PSG for accurate monthly books and fractional CFO guidance that supports steady growth.
Greenfield retailers, contractors and clinics on Milwaukee's southwest side rely on PSG for accurate monthly books and fractional CFO guidance that supports steady growth.
Greenfield is a Milwaukee County suburb on the city's southwest side, bordering West Allis and Greendale. Its busy commercial corridors host retail centers, restaurants, auto dealers and service businesses, along with medical clinics and senior living communities. Many residents own contracting and trades companies, insurance agencies and professional practices, while light industrial and distribution firms in nearby suburbs provide steady business for local suppliers.
Retailers and restaurants in Greenfield need inventory and labor cost control, and auto businesses depend on parts and service margin analysis. Contractors require job costing through Wisconsin's seasonal building cycle, while clinics and senior living providers track staffing costs and reimbursements closely. PSG delivers dependable monthly bookkeeping and fractional CFO support for budgeting, financing and growth planning, helping Greenfield owners manage their businesses with clarity.
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 Greenfield 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 West Allis, New Berlin, Wauwatosa, Milwaukee and Brookfield.
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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.”
“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.