We're not just your team. We're your Edge.

Full-stack finance and revenue operators who transform founder-led companies into scalable businesses and maximize exit value. We're the seamless extension of your team, reimagining venture building for the next generation.

Trusted by 200+ Companies Like

Phoenix Strategy Group System

For Founders, From Founders

We're operators, not consultants.
We've built and sold multiple 9-figure companies. During our journey, we hit a frustrating problem: finance and revenue teams working in silos, creating obstacles instead of growth.
So we created what we wished we had: one unified team of finance and revenue experts delivering measurable results every week.

Industries We Know Inside & Out

We work with middle market businesses across industries, with specialized solutions to fit your needs. To name a few:
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Healthcare & Tech

Consumer Brands

SAAS

Home Services

Real Estate

Professional Services

Private Equity

Marketplaces

Here's how we can help you win

The PSG Tracks

We handle everything for you from operating to exiting your business
1

Smooth Operator

Build a Self-Running Business

Turn your job into a real business
Create systems that run without you
Build your revenue engine from the ground up
Implement forecasting & targets
Align your team around growth
Position for higher valuation
Free up your time while scaling
The PSG Track - Smooth Operator
2

The Big Leap

Execute Your Exit

Get your business exit-ready
Implement due diligence systems
Market your deal to ideal buyers
Navigate complex negotiations
Ensure smooth post-deal integration
Maximize your exit value
Move on to your next adventure
The PSG Track - The Big Leap

Experience the PSG Difference

Traditional firms keep finance and revenue in separate silos—we don't. Your finance team will not just be tracking numbers, but actively driving growth alongside your revenue operators.
Phoenix Strategy Group LogpPhoenix Strategy Group Logp

Accounting & CFO Firm

Management Consultants

Clean & organize financial data
Clean & organize sales & marketing data
Clean & organize business data
Implement systems to collect data
Create financial metrics & reports
Create sales & marketing metrics
Create business metrics
Forecasting and budgeting
Turn forecast into actionable targets
Align the team with the targets
Review & refine the forecast and targets weekly
Exit Planning

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history
Want to go off the track?

Your Business Isn't Cookie-Cutter. Neither Are We.

Create your ideal combination of financial and revenue operations, delivered by our team who've built and sold 9-figure companies.

Fractional CFO

FP&A, Strategic Finance, Forecasting, and Budgeting.

Bookkeeping & Accounting

Weekly Close, Tax Prep, Payroll, and GAAP Compliance.

Investment Banking

Valuation, Due Diligence, Deal Structure, and Negotiations.
HubSpot icon

Hubspot Implementation

Setup, Migration, Workflow Automation, and Training.

Data Engineering

ETL Pipeline, Data Warehouse, Analytics, and Dashboards.

Our Track Record Since 1998

240+

Portfolio Companies

$200m+

Raised over the Last 12 Months

100+

M&As Transacted

5+

IPOs

What our founders are saying.

PSG and David helped us strategically re-think our 10+ year-old business to future proof it. He added a business intelligence platform that allowed us to manage the company from an integrated modeling perspective. While here, he also helped motivate and re-engergize our teams with his positive and inspiring management style and exceptional communication and interpersonal skills. Would highly recommend him.
Raj Abhyanker Trademarkia
Raj Abhyanker
Founder, Trademarkia
PSG, John and Ethan were absolutely crucial in helping me and team, and empower us to build a great strategy.I am grateful for all of the work you guys continue to do for our companies.
David Jaeger PSG
David Jaeger
Founder, Zeeva Behavioral Health
David/PSG helped us get ready for our institutional founding round and played a pivotal role in getting NuLife our first $3M Term Sheet offer from a VC firm. David’s majestic good looks made it a pleasure to get out of bed each day in hopes of another zoom call together. Without his rugged handsomeness and nurturing way not sure we would have made it.
Jd Meints PSG
Jd Meints
Founder, NuLife
How it works

Proven Process, Predictable Growth

From Numbers to Narrative

During the onboarding, we dive deep into your company's story through its numbers, uncovering hidden strengths and untapped opportunities that will shape your path forward.

System Setup

We process your data to create key metrics and financial models that help you understand the performance and position of your business.

Engineering Your Victory Plan

Using historical data, we build a forecast and establish realistic, actionable targets for the company, aligning growth strategies with financial goals.

Getting Everyone on Board

We align every department through clear KPIs and weekly check-ins, transforming your company's vision into daily actions that every team member can own and champion.

Review, Refine, Win

Weekly tracking, monthly planning. Every cycle moves your numbers up.

Great team + clear metrics = your freedom

When you put the Right Data in front of an Empowered Team, they get better.

Get the systems and clarity to build something bigger - your legacy, your way, with the freedom to enjoy it.