Bookkeeping, Accounting & CFO Services in Rochester, MN
Rochester founders and owners in health technology, hospitality, and construction get clean books and fractional CFO guidance tuned to a healthcare driven southeastern Minnesota economy.
Rochester founders and owners in health technology, hospitality, and construction get clean books and fractional CFO guidance tuned to a healthcare driven southeastern Minnesota economy.
Rochester is the seat of Olmsted County in southeastern Minnesota and home to Mayo Clinic, which makes healthcare and medical research the defining force in the local economy. Technology, manufacturing, and hospitality serving patients and visitors add to the mix, along with steady downtown development. Small businesses here include medical device and health technology startups, hotels and restaurants, contractors, property managers, research and consulting firms, and retailers serving a regional customer base.
Rochester businesses tied to healthcare and research need careful expense tracking, grant or investor reporting, and runway planning for growing startups. Hospitality and property firms benefit from occupancy and margin reporting, while contractors depend on accurate job costing amid ongoing development. PSG keeps books reconciled and timely, and our fractional CFOs build forecasts, financial models, and budgets that help owners manage growth in a healthcare driven economy.
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 Rochester 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 Lakeville, La Crosse, Eagan, Burnsville and Woodbury.
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“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.