

Woonsocket is a northern Rhode Island city in Providence County, set along the Blackstone River near the Massachusetts line. Its historic textile mills recall a proud manufacturing past, and today the city is home to the CVS Health corporate headquarters, which supports a network of vendors and service firms. Light manufacturers, healthcare providers, contractors, restaurants and family owned retailers make up much of the small business community in the Blackstone Valley.
Manufacturers and mill based businesses in Woonsocket need product costing, inventory control and margin analysis by customer. Vendors serving large corporate clients manage long payment terms and detailed invoicing requirements, while contractors depend on job costing through New England winters. PSG provides reliable bookkeeping, payroll support and fractional CFO forecasting that help Blackstone Valley owners manage working capital and plan growth.
Rhode Island levies state income and corporate taxes, a statewide sales tax, and temporary disability insurance withholding. Accurate payroll records and timely sales tax filings keep small businesses compliant.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Woonsocket 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, Rhode Island 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 Pawtucket, Attleboro, Providence, East Providence and Cranston.

.gif)

.gif)
.gif)





“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.