Bookkeeping, Accounting & CFO Services in Waterloo, IA
Waterloo manufacturers, equipment suppliers and agricultural businesses rely on PSG for part level costing and fractional CFO planning across the Cedar Valley.
Waterloo manufacturers, equipment suppliers and agricultural businesses rely on PSG for part level costing and fractional CFO planning across the Cedar Valley.
Waterloo is the seat of Black Hawk County in northeast Iowa, forming the Cedar Valley metro with neighboring Cedar Falls. John Deere tractor manufacturing has long anchored the local economy, supporting a network of machine shops, component suppliers and logistics firms, and food processing is another major industry. Healthcare, agriculture and education add stability, while contractors, restaurants, auto services and family owned retailers serve a region shaped by farmland and the Cedar River.
Manufacturers and suppliers in Waterloo need job and part level costing, inventory control and careful management of payment terms with large customers. Agricultural businesses plan around planting and harvest cash cycles, while contractors manage job costing through harsh winters. PSG delivers accurate bookkeeping, cost reporting and fractional CFO forecasting that help Cedar Valley owners handle production swings, finance equipment and plan growth.
Iowa levies state income and corporate income taxes, and local option sales taxes apply in many cities and counties. Businesses benefit from tracking sales by location and keeping payroll registrations current.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Waterloo 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, Iowa 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 Cedar Falls, Cedar Rapids, Iowa City, Ames and Ankeny.
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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.