Bookkeeping, Accounting & CFO Services in Waukegan, IL
Waukegan manufacturers, distributors and family owned businesses turn to PSG for inventory costing, dependable books and fractional CFO planning along the Lake Michigan shore.
Waukegan manufacturers, distributors and family owned businesses turn to PSG for inventory costing, dependable books and fractional CFO planning along the Lake Michigan shore.
Waukegan is the seat of Lake County in northeastern Illinois, on the Lake Michigan shoreline between Chicago and Milwaukee. A long industrial history has left a base of manufacturers, chemical and materials companies and distributors, and nearby pharmaceutical and healthcare employers draw suppliers and service firms. The harbor, a historic downtown theater and revitalization efforts support restaurants and entertainment, while contractors, auto services and a vibrant community of family owned businesses serve the north shore region.
Manufacturers and distributors in Waukegan need accurate inventory costing, freight tracking and margin analysis by customer. Suppliers to pharmaceutical and healthcare companies manage receivables and compliance documentation, while contractors and family owned businesses depend on job costing and payroll support. PSG provides reliable bookkeeping, cost reporting and fractional CFO forecasting that help Waukegan owners manage working capital and plan growth.
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 Waukegan 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 Kenosha, Buffalo Grove, Wheeling, Palatine and Arlington Heights.
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“If you want to sleep better at night, hire Phoenix Strategy Group.”
“PSG and David Metzler structured an extraordinary M&A deal during a very chaotic period in our business, and I couldn't be more pleased with our partnership.”
“PSG saved my dream. They helped us get our financials in order and renegotiate our lending agreements, pulling us through a tough financial crunch.”
“As our fractional CFO, they accomplished more in six months than our last two full-time CFOs combined. If you're looking for unparalleled financial strategy and integration, hiring PSG is one of the best decisions you can make.”
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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.