Bookkeeping, Accounting & CFO Services in Greenwood, IN
Greenwood distributors, franchise owners and contractors on Indianapolis's south side rely on PSG for dependable books and fractional CFO guidance for expansion.
Greenwood distributors, franchise owners and contractors on Indianapolis's south side rely on PSG for dependable books and fractional CFO guidance for expansion.
Greenwood is a Johnson County city on the south side of the Indianapolis metro, along the main interstate toward Louisville. Distribution and warehousing centers, light manufacturing and automotive related suppliers take advantage of its highway access, while a major regional shopping mall and busy retail corridors support restaurants and franchise operators. Healthcare providers, contractors, home service companies and professional practices serve a growing residential population on the south side.
Distribution and light manufacturing firms in Greenwood need inventory control, cost per unit analysis and cash planning around customer terms. Franchise and multi location operators require consolidated reporting and consistent payroll, and contractors rely on job costing. PSG maintains accurate monthly books and delivers fractional CFO support for budgeting, financing and KPI tracking, helping Greenwood owners scale confidently alongside the south side's continued growth.
Indiana has a flat state income tax, and counties levy their own local income taxes that employers must withhold based on where employees live and work. Sales tax is set at the state level, though some counties add food and beverage or lodging taxes.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Greenwood 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, Indiana 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 Indianapolis, Lawrence, Fishers, Carmel and Noblesville.
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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.