Bookkeeping, Accounting & CFO Services in Toledo, OH
Toledo manufacturers, auto suppliers and trucking firms rely on PSG for product costing, reliable books and fractional CFO planning suited to the Glass City's industrial base.
Toledo manufacturers, auto suppliers and trucking firms rely on PSG for product costing, reliable books and fractional CFO planning suited to the Glass City's industrial base.
Toledo is the seat of Lucas County in northwest Ohio, where the Maumee River meets western Lake Erie. Nicknamed the Glass City for its long history in glassmaking, it remains a manufacturing and logistics center with a major Jeep assembly plant, auto suppliers, a working port and rail connections. The University of Toledo and regional health systems add stability, and small businesses include machine shops, trucking firms, contractors, breweries, restaurants and specialty retailers.
Toledo manufacturers and auto suppliers need standard costing, inventory valuation and margin tracking by customer and part. Logistics and trucking firms depend on cost per mile and equipment reporting, while contractors manage job costing through lake effect winters. PSG provides steady bookkeeping, cost analysis and fractional CFO planning for working capital, capital equipment and pricing, helping northwest Ohio owners navigate production cycles.
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 Toledo 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 Taylor, Findlay, Ann Arbor, Lincoln Park and Westland.
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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.