Bookkeeping, Accounting & CFO Services in Kokomo, IN
Kokomo automotive suppliers, machine shops and local businesses rely on PSG for precise books and CFO guidance built for north central Indiana's manufacturing economy.
Kokomo automotive suppliers, machine shops and local businesses rely on PSG for precise books and CFO guidance built for north central Indiana's manufacturing economy.
Kokomo is the seat of Howard County in north central Indiana, north of the Indianapolis metro. Automotive manufacturing has defined the city for generations, with transmission and component plants supporting a network of machine shops, tooling makers, electronics firms and logistics providers. Healthcare, retail, contractors, agriculture and a revitalized downtown with restaurants and small shops help diversify the local economy.
Automotive suppliers in Kokomo need standard costing, inventory valuation and careful management of customer concentration and production swings. Machine shops and toolmakers rely on job costing, and contractors plan cash around seasonal work. PSG provides reconciled monthly books and clear reporting, and our fractional CFOs help owners forecast, plan capital investment and diversify their customer base.
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 Kokomo 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 Noblesville, Carmel, Anderson, Fishers and Muncie.
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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.