Bookkeeping, Accounting & CFO Services in Ankeny, IA
Ankeny builders, distributors, and growing service businesses use PSG to keep up with rapid expansion through clean books and realistic cash forecasts.
Ankeny builders, distributors, and growing service businesses use PSG to keep up with rapid expansion through clean books and realistic cash forecasts.
Ankeny is a rapidly growing city in central Iowa, located in Polk County just north of Des Moines along Interstate 35. The city combines expanding residential neighborhoods with industrial parks home to agricultural equipment, food production, and distribution operations, and Des Moines Area Community College maintains a large campus here. Small businesses include home builders and construction trades, retail and restaurants, healthcare practices, insurance and financial services firms, and logistics companies serving central Iowa.
Growth in Ankeny brings steady demand for construction and home services, so job costing, work in progress schedules, and cash flow planning are vital. Distributors and food producers need tight inventory tracking, and new retail and restaurant owners need budgets built for ramp up periods. PSG keeps books current and reconciled, and our fractional CFOs help Ankeny owners forecast hiring, evaluate expansion, and prepare financials that satisfy lenders.
Iowa levies state income and corporate income taxes, and local option sales taxes apply in many cities and counties. Businesses benefit from tracking sales by location and keeping payroll registrations current.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Ankeny 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, Iowa 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 Des Moines, Urbandale, West Des Moines, Ames and Cedar Falls.
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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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“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.