Bookkeeping, Accounting & CFO Services in York, PA
York manufacturers, food producers and distributors rely on PSG for product costing, reliable books and fractional CFO planning in south central Pennsylvania.
York manufacturers, food producers and distributors rely on PSG for product costing, reliable books and fractional CFO planning in south central Pennsylvania.
York is the seat of York County in south central Pennsylvania, near the Maryland line and within reach of Baltimore, Harrisburg and Philadelphia. It has a deep manufacturing heritage, with makers of motorcycles, industrial equipment, snack foods and building products, and the region promotes its many factory tours. York Central Market anchors a revitalized downtown, while distribution centers, agricultural businesses, contractors and family owned shops fill out the county economy.
York manufacturers need standard costing, inventory valuation and margin analysis by product line and customer. Distribution firms manage freight and warehouse labor costs, while agricultural businesses plan around seasonal cash cycles and contractors rely on job costing. PSG provides steady bookkeeping, cost reporting and fractional CFO forecasting that help York County owners manage working capital, invest in equipment and plan succession.
Pennsylvania levies a flat state income tax, a corporate net income tax, and a statewide sales tax. Most municipalities levy a local earned income tax, and Philadelphia has its own wage and business income taxes.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with York 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, Pennsylvania 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 Harrisburg, Baltimore, Reading, Frederick and Hagerstown.
.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.