Bookkeeping, Accounting & CFO Services in Kettering, OH
Kettering healthcare providers, engineering contractors and manufacturers rely on PSG for accurate books and CFO planning tuned to the southern Dayton suburbs.
Kettering healthcare providers, engineering contractors and manufacturers rely on PSG for accurate books and CFO planning tuned to the southern Dayton suburbs.
Kettering is a mature suburb immediately south of Dayton in Montgomery County. A large regional health system is headquartered here, making healthcare the city's defining industry, and the nearby Wright-Patterson Air Force Base supports engineering and defense contractors. Business parks host manufacturers and technology firms, while shopping centers, restaurants, home service companies and professional practices serve established neighborhoods and a well known summer concert venue.
Healthcare practices and suppliers in Kettering need revenue cycle reporting, payroll management and clear profitability by service line. Defense and engineering contractors require project accounting and compliant cost tracking, and manufacturers need cost accounting. PSG provides monthly books and payroll support, and our fractional CFOs help owners forecast cash, manage growth and prepare financials for lenders or buyers.
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 Kettering 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, Huber Heights, Middletown and Hamilton.
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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.