Bookkeeping, Accounting & CFO Services in Billings, MT
Billings energy firms, ag suppliers, and trucking companies serving a wide region rely on PSG for accurate bookkeeping and dependable planning.
Billings energy firms, ag suppliers, and trucking companies serving a wide region rely on PSG for accurate bookkeeping and dependable planning.
Billings is the seat of Yellowstone County and the main commercial center for a vast region spanning eastern Montana and northern Wyoming, with no other large city nearby. Set along the Yellowstone River beneath the Rimrocks, it has oil refineries, agriculture and ranching supply businesses, and a regional healthcare system serving rural communities. Energy services, trucking and rail logistics, construction, and retail are major sectors, and many small businesses are family owned.
Billings businesses often manage agricultural and energy cycles, long distances to customers, and harsh winters, making cash forecasting and inventory planning essential. Contractors and energy service firms need job costing and equipment depreciation schedules, while trucking companies track cost per mile. PSG keeps books current, and our fractional CFOs build forecasts, borrowing base reports, and succession ready financials for Montana owners.
Montana has no general statewide sales tax, though some resort areas levy local resort taxes, and the state levies individual and corporate income taxes. Businesses should confirm whether any local resort tax applies to their sales.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Billings 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, state and local business 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 Bozeman.
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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.