Bookkeeping, Accounting & CFO Services in Albuquerque, NM
Albuquerque firms serving the labs, Kirtland, film productions, and visitors to the high desert get dependable books and CFO insight from PSG.
Albuquerque firms serving the labs, Kirtland, film productions, and visitors to the high desert get dependable books and CFO insight from PSG.
Albuquerque is New Mexico's principal metro and the seat of Bernalillo County, stretching along the Rio Grande between the Sandia Mountains and the West Mesa. Federal research and defense are central, with Kirtland Air Force Base and Sandia National Laboratories driving demand for engineering and technical services. The University of New Mexico, healthcare, film and television production, tourism, and Southwestern food and retail round out a diverse economy full of contractors, family businesses, and specialized service firms.
Many Albuquerque companies serve federal customers, so compliant timekeeping, indirect cost tracking, and contract level profitability are priorities. Film production vendors face project based cash swings, while tourism and hospitality businesses need payroll discipline and seasonal forecasting. PSG maintains accurate books and closes each month on schedule, and our fractional CFOs build rate models, cash forecasts, and financial packages that support bids, bank financing, and steady growth.
New Mexico uses a gross receipts tax instead of a traditional sales tax, and rates vary by location, now generally sourced to where the customer receives the good or service. Revenue should be recorded by destination.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Albuquerque 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, gross receipts 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 Rio Rancho, Santa Fe and Farmington.
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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.