Bookkeeping, Accounting & CFO Services in Meriden, CT
PSG supports Meriden manufacturers, distributors and contractors with accurate books and CFO insight grounded in the Silver City's industrial tradition.
PSG supports Meriden manufacturers, distributors and contractors with accurate books and CFO insight grounded in the Silver City's industrial tradition.
Meriden sits in central Connecticut, roughly halfway between Hartford and New Haven, and is still nicknamed the Silver City for its history of silverware and metal goods manufacturing. Precision manufacturing and machining remain part of the economy alongside healthcare, distribution and logistics firms drawn by highway and rail access. Downtown redevelopment around the train station supports new housing and small businesses, and owners run contractors, auto services, restaurants, retailers and professional offices.
Manufacturers and machine shops need job costing, inventory control and margin visibility, while distributors depend on freight and receivables management. Contractors rely on progress billing, and restaurants and retailers watch labor and sales tax closely. PSG provides reliable monthly bookkeeping, practical financial reports and fractional CFO guidance that helps Meriden owners price accurately, manage cash flow and plan equipment investments.
Connecticut levies state income, corporation business and sales taxes, plus a paid family and medical leave payroll contribution. Businesses need clean payroll records and timely sales tax filings to stay compliant.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Meriden 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, Connecticut 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 New Britain, Bristol, Waterbury, Hartford and New Haven.
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“If you want to sleep better at night, hire Phoenix Strategy Group.”
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“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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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.