Bookkeeping, Accounting & CFO Services in Arlington, TX
Arlington businesses serving game day crowds, auto plants, and a growing metroplex rely on PSG for accurate books and practical, forward looking CFO support.
Arlington businesses serving game day crowds, auto plants, and a growing metroplex rely on PSG for accurate books and practical, forward looking CFO support.
Arlington sits in Tarrant County at the heart of the Dallas Fort Worth metroplex, between the two big cities and near Grand Prairie and Euless. It is home to AT&T Stadium, Globe Life Field, and Six Flags Over Texas, making sports and entertainment a major draw. A large General Motors assembly plant anchors manufacturing, and the University of Texas at Arlington supports research and talent. Small businesses include hospitality, restaurants, contractors, auto suppliers, logistics firms, and healthcare practices.
Arlington's entertainment district creates event driven demand for hospitality and restaurant businesses, requiring careful labor scheduling and cash forecasting. Automotive suppliers and manufacturers need accurate inventory and cost accounting, and contractors need job costing as the metroplex keeps building. PSG maintains accurate books and monthly close, and our fractional CFOs create forecasts, margin reporting, and financing plans that help owners grow in a competitive region.
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 Arlington 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 Grand Prairie, Hurst, Euless, Bedford and North Richland Hills.
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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.