Bookkeeping, Accounting & CFO Services in Lancaster, OH
Lancaster companies in manufacturing, construction, and downtown retail gain clear books and fractional CFO guidance as growth from the Columbus region reaches Fairfield County.
Lancaster companies in manufacturing, construction, and downtown retail gain clear books and fractional CFO guidance as growth from the Columbus region reaches Fairfield County.
Lancaster is the seat of Fairfield County, located southeast of Columbus along the Hocking River at the edge of the Hocking Hills region. The city has a long heritage in glass manufacturing and industry, complemented today by healthcare, retail, and a historic downtown with independent shops and restaurants. Small businesses here include manufacturers and suppliers, construction and home services firms, agricultural businesses, professional practices, and hospitality companies serving visitors to the nearby hills.
Lancaster manufacturers need dependable inventory and cost accounting, while contractors and home services firms benefit from accurate job costing and scheduling data. Downtown retailers and hospitality businesses need consistent sales and payroll records through seasonal traffic. PSG keeps books current and reconciled, and our fractional CFOs create forecasts, budgets, and cash flow plans that help owners manage growth as the Columbus region expands toward Fairfield County.
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 Lancaster 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 Grove City, Westerville, Beavercreek, Huber Heights and Kettering.
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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.”
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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.