Bookkeeping, Accounting & CFO Services in Mentor, OH
PSG helps Mentor manufacturers and family owned businesses keep precise books, understand true product costs and plan confidently for growth or succession.
PSG helps Mentor manufacturers and family owned businesses keep precise books, understand true product costs and plan confidently for growth or succession.
Mentor lies along the Lake Erie shoreline in Lake County, northeast of Cleveland, and is one of the region's strongest concentrations of small and midsized manufacturers. Its industrial corridors host precision machining, plastics, electronics, industrial equipment and medical product companies, many of them family owned. The city also serves as a retail and healthcare center for the county, and Headlands Beach State Park and the James A. Garfield National Historic Site draw visitors to the lakeshore.
Manufacturers here need accurate product and job costing, inventory valuation, and clear visibility into margins as material and labor costs shift. Many family owned shops are also planning ownership transitions and want financials that support valuation. PSG provides consistent monthly closes, cost and margin reporting, and fractional CFO guidance on pricing, capital investment and exit readiness for Mentor owners and their retail and service neighbors.
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 Mentor 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 Euclid, Cleveland Heights, Cleveland, Parma and Strongsville.
.gif)
.gif)
.gif)
“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.