Bookkeeping, Accounting & CFO Services in Arvada, CO
Arvada contractors, Olde Town restaurants, and outdoor recreation businesses use PSG to keep books accurate and plan for the Front Range's seasonal swings.
Arvada contractors, Olde Town restaurants, and outdoor recreation businesses use PSG to keep books accurate and plan for the Front Range's seasonal swings.
Arvada is a Denver suburb spanning Jefferson and Adams counties on Colorado's Front Range, bordered by Westminster, Wheat Ridge, and Lakewood. Olde Town Arvada offers a walkable district of restaurants, breweries, and shops, now linked to Denver by commuter rail. The broader economy includes construction and home services, outdoor recreation businesses, healthcare, light manufacturing, and professional services, with many founders choosing Arvada for access to both downtown Denver and the foothills.
Arvada's contractors and home services companies need job costing and cash flow planning as Front Range demand and costs shift. Breweries and restaurants need inventory, labor, and margin control, and outdoor recreation businesses plan around seasonal peaks. PSG provides accurate bookkeeping and monthly close, and our fractional CFOs develop forecasts, pricing reviews, and growth plans that help Arvada owners balance expansion with healthy cash reserves.
Colorado has a flat state income tax, but sales tax is complex because many home rule cities collect and administer their own local sales tax. Businesses often file with several jurisdictions, so accurate location tracking is essential.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Arvada 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, Colorado 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 Lakewood, Denver, Thornton, Northglenn and Broomfield.
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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
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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.