

Newark is the largest city in New Jersey and the seat of Essex County, sitting on the Passaic River across from Manhattan's western suburbs. Port Newark and Elizabeth Marine Terminal, Newark Liberty International Airport and major rail lines make it a logistics powerhouse, and insurance and financial services, including Prudential's headquarters, anchor its downtown. Universities such as Rutgers Newark and NJIT feed talent, and the Ironbound's Portuguese and Brazilian restaurants anchor a lively small business scene.
Logistics, import and freight businesses need landed cost tracking, carrier cost control and strong receivables management. Restaurants and retailers watch labor, food costs and sales tax, while contractors rely on job costing and payroll compliance. PSG delivers timely monthly bookkeeping, margin reporting by customer, lane or location, and fractional CFO planning that helps Newark owners manage working capital and grow.
New Jersey levies a gross income tax, a corporation business tax, and a statewide sales tax, along with state disability and family leave contributions. Some urban enterprise zones have reduced sales tax rates.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Newark 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, New Jersey 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 Kearny, East Orange, Jersey City, Elizabeth and Bayonne.

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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.”

“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.