Bookkeeping, Accounting & CFO Services in Milwaukee, WI
Milwaukee manufacturers, brewers and distributors rely on PSG for accurate cost reporting and CFO guidance rooted in the city's deep industrial tradition.
Milwaukee manufacturers, brewers and distributors rely on PSG for accurate cost reporting and CFO guidance rooted in the city's deep industrial tradition.
Milwaukee sits on the western shore of Lake Michigan where three rivers converge, and its identity was built on manufacturing, brewing and shipping. Industrial machinery, motorcycles, electrical equipment and food production remain important, while healthcare, financial services and a water technology cluster have grown. Neighborhoods like the Historic Third Ward and Walker's Point host design firms, craft breweries, restaurants and boutiques, and the port and rail lines support distributors and logistics businesses throughout the city.
Manufacturers need product and job costing, inventory control and margin visibility, while breweries and food producers must manage cost of goods and distribution channels. Distributors rely on freight costing and receivables discipline, and many family firms are preparing for succession. PSG provides consistent monthly closes, practical cost reporting and fractional CFO guidance on pricing, capital investment and exit readiness for Milwaukee owners.
Wisconsin levies state income and franchise taxes and a statewide sales tax with county additions. Growing employers need to register for state withholding and unemployment insurance as they hire.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Milwaukee 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, Wisconsin 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 Wauwatosa, West Allis, Greenfield, Brookfield and New Berlin.
.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.