Bookkeeping, Accounting & CFO Services in Waterbury, CT
Waterbury precision manufacturers, healthcare businesses and contractors work with PSG for accurate costing, clean books and fractional CFO planning in the Brass City.
Waterbury precision manufacturers, healthcare businesses and contractors work with PSG for accurate costing, clean books and fractional CFO planning in the Brass City.
Waterbury is the principal city of the Naugatuck Valley of western Connecticut, historically called the Brass City for its dominance in brass manufacturing. That heritage lives on in precision metal fabricators, specialty manufacturers and industrial suppliers. Healthcare systems are major employers, and the city's location at the junction of key highways supports distribution and logistics, alongside contractors, restaurants, auto services and family owned retailers serving surrounding towns.
Waterbury manufacturers and fabricators need accurate standard costing, inventory valuation and margin reporting by customer, especially with volatile metal prices. Healthcare related businesses depend on receivables management and payroll for skilled staff, while contractors rely on job costing. PSG provides steady bookkeeping, cost analysis and fractional CFO planning that help Naugatuck Valley owners manage working capital, price accurately and plan succession.
Connecticut levies state income, corporation business and sales taxes, plus a paid family and medical leave payroll contribution. Businesses need clean payroll records and timely sales tax filings to stay compliant.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Waterbury 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, Connecticut 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 Bristol, Meriden, New Britain, Shelton and New Haven.
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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.