Bookkeeping, Accounting & CFO Services in Huber Heights, OH
Huber Heights manufacturers, distributors and service firms work with PSG for dependable books and CFO insight suited to the Dayton region's industrial and defense economy.
Huber Heights manufacturers, distributors and service firms work with PSG for dependable books and CFO insight suited to the Dayton region's industrial and defense economy.
Huber Heights lies north of Dayton, mainly in Montgomery County with a portion in Miami County, where Interstate highways cross. Its location near Wright-Patterson Air Force Base draws defense workers and contractors, and industrial parks host manufacturers, distributors and logistics operators. The city's large residential base supports retail centers, restaurants, auto services, healthcare offices and home service businesses that serve families across the northern Dayton suburbs.
Manufacturers and distributors in Huber Heights need inventory accounting, cost of goods analysis and receivables discipline. Defense related firms benefit from organized cost tracking and documentation, while home service companies need job costing and efficient payroll. PSG keeps books reconciled monthly and delivers reporting owners can use, with fractional CFO support for budgeting, cash forecasting and financing decisions.
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 Huber Heights 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 Dayton, Beavercreek, Kettering, Middletown and Hamilton.
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“If you want to sleep better at night, hire Phoenix Strategy Group.”
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“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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“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.