Bookkeeping, Accounting & CFO Services in Kenosha, WI
Kenosha distributors, manufacturers and contractors work with PSG for dependable books and CFO insight suited to the busy corridor between Chicago and Milwaukee.
Kenosha distributors, manufacturers and contractors work with PSG for dependable books and CFO insight suited to the busy corridor between Chicago and Milwaukee.
Kenosha sits on Lake Michigan in southeast Wisconsin, the county seat of Kenosha County and close to the Illinois line. Its position between Chicago and Milwaukee along the Interstate has brought large distribution centers, ecommerce fulfillment, food production and advanced manufacturing. A lakefront harbor, historic downtown with a streetcar, colleges and a range of family owned restaurants, contractors and service firms complete the picture.
Distribution and manufacturing firms in Kenosha need inventory accounting, cost tracking and working capital management. Many companies employ workers or sell across the Illinois border, so multistate payroll and tax handling matter. Contractors benefit from job costing and seasonal planning. PSG keeps books reconciled and reporting clear, and our fractional CFOs help owners forecast, finance growth and improve margins.
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 Kenosha 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 Racine, Waukegan, Greenfield, New Berlin and Buffalo Grove.
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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.