Bookkeeping, Accounting & CFO Services in Utica, NY
Utica manufacturers, contractors and food producers rely on PSG for accurate costing, seasonal cash planning and fractional CFO guidance across the Mohawk Valley.
Utica manufacturers, contractors and food producers rely on PSG for accurate costing, seasonal cash planning and fractional CFO guidance across the Mohawk Valley.
Utica is the seat of Oneida County in the Mohawk Valley of upstate New York, along the Erie Canal corridor and the Thruway. Once a textile and manufacturing center, it now blends healthcare, education, advanced manufacturing and distribution, with SUNY Polytechnic Institute nearby. A long brewing tradition and a distinctive food culture support restaurants and specialty producers, while contractors, machine shops, auto services and family retailers serve a region shaped by snowy winters.
Manufacturers and machine shops in Utica need product costing, inventory control and margin reporting by customer. Contractors and snow removal companies face strongly seasonal revenue, while food and beverage producers manage ingredient costs, excise obligations and distribution margins. PSG provides reliable bookkeeping, payroll support and fractional CFO forecasting that help Mohawk Valley owners smooth cash flow and plan equipment and growth investments.
New York levies state income and franchise taxes and a statewide sales tax with local additions. New York City adds its own income tax and business taxes, and employers must track where work is performed.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Utica 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, New York 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 Syracuse, Schenectady, Binghamton, Albany and Pittsfield.
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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.