

Pawtucket sits in Providence County along the Blackstone River, where Slater Mill marks the start of American textile manufacturing. Its mill buildings now house artists, makers, breweries, food producers and light manufacturers, while contractors, auto services, healthcare providers and retailers serve surrounding neighborhoods. Bordering Providence and a short trip from Boston, the city offers lower costs than its neighbors, drawing creative businesses and small manufacturers that sell across southern New England.
Makers, breweries and food producers in Pawtucket need production costing, inventory tracking and careful margin analysis, while contractors need job costing and payroll that fits seasonal crews. Businesses selling into Massachusetts face multistate tax questions. PSG keeps books reconciled monthly, builds reporting by product, job or channel, and delivers fractional CFO guidance on pricing, equipment investment and cash flow planning.
Rhode Island levies state income and corporate taxes, a statewide sales tax, and temporary disability insurance withholding. Accurate payroll records and timely sales tax filings keep small businesses compliant.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Pawtucket 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, Rhode Island 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 Providence, East Providence, Attleboro, Cranston and Woonsocket.

.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.