Bookkeeping, Accounting & CFO Services in Hartford, CT
Hartford professional firms, precision manufacturers and contractors in Connecticut's capital rely on PSG for rigorous books and fractional CFO guidance on growth.
Hartford professional firms, precision manufacturers and contractors in Connecticut's capital rely on PSG for rigorous books and fractional CFO guidance on growth.
Hartford is Connecticut's capital, set on the Connecticut River in Hartford County. Long known as the insurance capital of the country, it remains home to major insurers and financial services firms, alongside state government, hospitals and universities. The broader region hosts aerospace manufacturers and precision machining suppliers, while downtown and nearby neighborhoods support restaurants, arts organizations, contractors and professional services firms serving corporate clients.
Professional services and technology vendors serving Hartford's insurers need project accounting, revenue recognition and clear customer profitability. Precision manufacturers supplying aerospace require rigorous job costing and inventory control, and contractors need certified payroll for public work. Nonprofits and arts groups need fund accounting. PSG provides accurate monthly bookkeeping and fractional CFO support for budgeting, financing and growth, helping Hartford owners compete for larger clients.
Connecticut levies state income, corporation business and sales taxes, plus a paid family and medical leave payroll contribution. Businesses need clean payroll records and timely sales tax filings to stay compliant.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Hartford 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, Connecticut 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 New Britain, Bristol, Meriden, Waterbury and Westfield.
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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.