Bookkeeping, Accounting & CFO Services in Amarillo, TX
Amarillo businesses tied to cattle, energy, trucking, and trades rely on PSG for accurate books and cash planning that holds up through commodity swings.
Amarillo businesses tied to cattle, energy, trucking, and trades rely on PSG for accurate books and cash planning that holds up through commodity swings.
Amarillo is the commercial center of the Texas Panhandle, straddling Potter and Randall counties along Interstate 40, with Lubbock its nearest large neighbor to the south. Cattle feeding, beef processing, and agriculture drive much of the regional economy, joined by energy production, wind power, and aerospace and defense manufacturing near the airport. Healthcare, trucking and logistics, and retail serve a large rural trade area, and small businesses include ag suppliers, equipment dealers, contractors, and family owned restaurants.
Agricultural and cattle related businesses around Amarillo face commodity price swings and seasonal cash needs, so forecasting and lender reporting are essential. Trucking firms need cost per mile and fleet tracking, and contractors and energy service companies need job costing and equipment depreciation. PSG keeps books accurate and current, and our fractional CFOs build cash models, borrowing base reports, and profitability reviews that help owners manage volatility across the Panhandle.
Texas has no state individual income tax, but most businesses owe the franchise tax, based on margin, once revenue passes a threshold. Sales tax combines state and local rates, so location tracking matters.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Amarillo 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, Texas 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 Lubbock.
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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.”
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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.