Bookkeeping, Accounting & CFO Services in Louisville, KY
Louisville distributors, manufacturers and hospitality operators work with PSG for reliable books and CFO level insight that supports growth along the Ohio River.
Louisville distributors, manufacturers and hospitality operators work with PSG for reliable books and CFO level insight that supports growth along the Ohio River.
Louisville is Kentucky's largest city, stretched along the Ohio River across Jefferson County and facing southern Indiana. Its economy is shaped by logistics, anchored by the UPS Worldport air hub, along with automotive and appliance manufacturing, a major healthcare and insurance presence, and the bourbon industry that fuels tourism and hospitality. Small and midsized firms include distributors, contractors, food and beverage producers, restaurants, medical practices and professional services woven through neighborhoods like NuLu and the Highlands.
Distributors and logistics firms need accurate inventory, freight costing and receivables control, while manufacturers and suppliers depend on job and product costing. Hospitality businesses linked to bourbon tourism and events manage seasonal peaks and large hourly payrolls. PSG keeps books closed on time, delivers margin and cash reporting, and provides fractional CFO guidance that helps Louisville owners manage working capital and prepare for financing or expansion.
Kentucky has a flat state income tax and a limited liability entity tax on many businesses, and many cities and counties levy occupational license taxes on wages and net profits. Local filings add real administrative work.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Louisville 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, Kentucky 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 Jeffersonville, Lexington-Fayette, Bloomington, Owensboro and Covington.
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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.