Bookkeeping, Accounting & CFO Services in State College, PA
State College startups, restaurateurs and property managers rely on PSG to smooth academic calendar swings with accurate books and forward planning.
State College startups, restaurateurs and property managers rely on PSG to smooth academic calendar swings with accurate books and forward planning.
State College sits in Centre County in the middle of Pennsylvania, surrounded by the ridges of Happy Valley. Penn State's University Park campus defines the economy, driving research, technology transfer and a growing startup community. Football weekends and university events bring waves of visitors that support hotels, restaurants, bars and retailers. Student housing, property management, healthcare providers and contractors are also significant, along with firms serving the surrounding rural region.
State College hospitality and retail businesses face sharp swings between game weekends, semesters and summer, so cash planning and payroll flexibility matter. University spinouts need grant tracking and investor ready reporting, and property managers require clean owner and tenant accounting. PSG maintains accurate monthly books and adds fractional CFO support for forecasting, budgeting and fundraising.
Pennsylvania levies a flat state income tax, a corporate net income tax, and a statewide sales tax. Most municipalities levy a local earned income tax, and Philadelphia has its own wage and business income taxes.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with State College 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, Pennsylvania 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 Altoona, Harrisburg, Hagerstown, York and Frederick.
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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.