Bookkeeping, Accounting & CFO Services in Minnetonka, MN
Minnetonka consultants, practices and contractors rely on PSG for accurate books and CFO insight suited to a suburb built around corporate headquarters.
Minnetonka consultants, practices and contractors rely on PSG for accurate books and CFO insight suited to a suburb built around corporate headquarters.
Minnetonka is an affluent western suburb of Minneapolis in Hennepin County, wooded and dotted with lakes near the eastern shores of Lake Minnetonka. The city hosts major corporate headquarters, including large healthcare organizations, along with office parks full of consulting, technology and financial services firms. Small businesses include professional services, healthcare and wellness practices, home service contractors, specialty retailers and restaurants serving established neighborhoods and a large daytime workforce.
Consulting and technology firms serving corporate clients need clean project accounting, revenue recognition and receivables management. Healthcare and wellness practices depend on payroll and reimbursement tracking, and home service contractors plan around Minnesota seasons. PSG provides dependable monthly bookkeeping, KPI reporting and fractional CFO guidance that helps Minnetonka owners protect margins, manage cash and prepare for growth or sale.
Minnesota levies state income and corporate franchise taxes, a statewide sales tax with local additions, and a paid leave payroll program. Accurate payroll and sales tax records help businesses stay current.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Minnetonka 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, Minnesota 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 Eden Prairie, Plymouth, Edina, St. Louis Park and Shakopee.
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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.