Bookkeeping, Accounting & CFO Services in Waukesha, WI
Waukesha manufacturers, fabricators and distributors rely on PSG for product costing, reliable books and fractional CFO support for growth and succession planning.
Waukesha manufacturers, fabricators and distributors rely on PSG for product costing, reliable books and fractional CFO support for growth and succession planning.
Waukesha is the seat of Waukesha County, west of Milwaukee, at the center of a strong suburban economy. Advanced manufacturing is central, with engine, medical imaging, machinery and component makers supported by machine shops, fabricators and industrial distributors. Carroll University and a healthcare cluster add stability, and the historic downtown hosts restaurants and shops, while contractors, professional services firms and family owned businesses serve the county's growing communities.
Waukesha manufacturers and fabricators need standard costing, inventory accuracy and margin reporting by product and customer. Distributors manage freight and working capital, while contractors rely on job costing through cold winters. Many owners are also weighing succession or sale. PSG provides accurate bookkeeping, cost analysis and fractional CFO support for budgeting, financing and exit planning that helps Waukesha owners build lasting value.
Wisconsin levies state income and franchise taxes and a statewide sales tax with county additions. Growing employers need to register for state withholding and unemployment insurance as they hire.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Waukesha 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, Wisconsin 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 New Berlin, Brookfield, West Allis, Greenfield and Wauwatosa.
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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.”
“Hire PSG if you want to make your life easier and have accurate data.”
“As a home service business owner, understanding complex financials and Unit Economics always seemed overwhelming—until we started working with Phoenix Strategy Group.”
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.