Bookkeeping, Accounting & CFO Services in Parma, OH
Parma family businesses, from State Road bakeries to skilled trades and auto shops, can rely on PSG for accurate books and thoughtful succession minded CFO guidance.
Parma family businesses, from State Road bakeries to skilled trades and auto shops, can rely on PSG for accurate books and thoughtful succession minded CFO guidance.
Parma is a Cuyahoga County city just south of Cleveland, built out as a postwar suburb with strong Eastern European heritage reflected in its Ukrainian Village district along State Road. The local economy centers on family owned retailers, bakeries and restaurants, auto dealers and repair shops, skilled trades and healthcare providers, including a University Hospitals medical center. Light manufacturers and industrial suppliers operate nearby, and many businesses serve long established neighborhoods across the south suburbs of Cleveland.
Trades, auto service and manufacturing businesses in Parma need job costing, inventory control and payroll that fits skilled labor, while restaurants and bakeries manage food costs and tight margins. Many family businesses are also thinking about succession. PSG keeps books reconciled monthly, clarifies profitability by job or product, and provides fractional CFO guidance on cash flow, valuation readiness and transition planning for owners.
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 Parma 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 Cleveland, Strongsville, Cleveland Heights, Euclid and Elyria.
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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.