Bookkeeping, Accounting & CFO Services in Urbana, IL
Urbana research startups, healthcare suppliers and agribusiness firms rely on PSG for grant ready bookkeeping and fractional CFO guidance near the University of Illinois.
Urbana research startups, healthcare suppliers and agribusiness firms rely on PSG for grant ready bookkeeping and fractional CFO guidance near the University of Illinois.
Urbana is the seat of Champaign County in east central Illinois and shares the University of Illinois Urbana Champaign with its twin city next door. The university and Carle Foundation Hospital dominate employment, creating demand for research spinoffs, engineering and software startups, healthcare suppliers and professional services. Surrounding farmland supports agribusiness and ag tech firms, while downtown Urbana hosts restaurants, a well known farmers market, independent retailers and arts organizations.
University spinoffs and startups in Urbana need grant and federal award accounting, R&D cost tracking and investor ready financials. Healthcare suppliers and practices depend on receivables discipline, and agribusiness firms plan around planting and harvest. Restaurants and retailers follow the academic calendar. PSG provides accrual bookkeeping, grant reporting and fractional CFO forecasting that help Urbana founders manage runway and scale from research to revenue.
Illinois levies state income tax plus a personal property replacement income tax on many entities, and sales taxes vary by locality. Chicago and some other jurisdictions add their own business taxes, so location tracking matters.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Urbana 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, Illinois 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 Champaign, Decatur, Normal, Terre Haute and Springfield.
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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.