Bookkeeping, Accounting & CFO Services in Paterson, NJ
Paterson manufacturers, food producers and neighborhood merchants near the Great Falls can count on PSG for accurate books and CFO guidance that supports lasting growth.
Paterson manufacturers, food producers and neighborhood merchants near the Great Falls can count on PSG for accurate books and CFO guidance that supports lasting growth.
Paterson is the seat of Passaic County, built around the Great Falls of the Passaic River, now protected as a national historical park. Once known as Silk City for its mills, it still hosts light manufacturers, food producers and distributors alongside a remarkably diverse small business community. St. Joseph's University Medical Center anchors healthcare, and busy commercial districts feature restaurants, grocers, retailers and service firms reflecting Latin American, Middle Eastern and Caribbean heritage.
Manufacturers and food producers in Paterson need inventory and production costing, while retailers and restaurants track margins, sales tax and hourly payroll. Healthcare vendors and service firms need clean receivables reporting. PSG keeps books accurate and reconciled, sets up reporting by product, location or customer, and offers fractional CFO guidance on cash flow, financing and expansion for owners building durable companies in North Jersey.
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 Paterson 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 Clifton, Passaic, Hackensack, Kearny and East Orange.
.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.