Bookkeeping, Accounting & CFO Services in Middletown, OH
PSG helps Middletown fabricators, manufacturers and logistics firms keep accurate books and plan investments along the industrial corridor between Cincinnati and Dayton.
PSG helps Middletown fabricators, manufacturers and logistics firms keep accurate books and plan investments along the industrial corridor between Cincinnati and Dayton.
Middletown sits along the Great Miami River in southwest Ohio, straddling Butler and Warren counties between Cincinnati and Dayton. Steelmaking has long anchored the city, and metal fabrication, industrial services and manufacturing remain important. Interstate access has attracted distribution and logistics operations, while healthcare and a regional university campus add stability. Small businesses include machine shops, contractors, trucking firms, restaurants and retailers in a downtown that has seen renewed investment.
Manufacturers and fabricators need job costing, inventory valuation and margin tracking as steel and energy prices move. Logistics and trucking firms rely on per load costing and receivables discipline, and contractors need progress billing. PSG keeps Middletown books current, delivers clear cost and profitability reporting and adds fractional CFO planning for equipment, financing and growth.
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 Middletown 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 Hamilton, Fairfield, Kettering, Dayton and Beavercreek.
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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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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.