Bookkeeping, Accounting & CFO Services in Boulder, CO
Boulder natural products brands, outdoor companies, and startups near the Flatirons rely on PSG for accurate books, sharp unit economics, and CFO insight.
Boulder natural products brands, outdoor companies, and startups near the Flatirons rely on PSG for accurate books, sharp unit economics, and CFO insight.
Boulder is the seat of Boulder County, set against the Flatirons at the base of the Rocky Mountain foothills northwest of Denver. The University of Colorado Boulder and federal research labs support a strong science and technology community, and the city is known as a center for natural and organic food brands, outdoor gear companies, and climate focused startups. Downtown's Pearl Street supports restaurants and boutiques, and the area includes a large venture and angel investor network.
Boulder's consumer packaged goods brands need inventory, cost of goods, trade spend, and channel margin tracking, while software and climate startups need investor reporting and runway modeling. Research firms need grant accounting, and restaurants manage high labor costs. PSG maintains accurate monthly bookkeeping, and our fractional CFOs build forecasts, fundraising materials, and unit economics analysis that help Boulder founders scale efficiently.
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 Boulder 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 Broomfield, Longmont, Northglenn, Arvada and Thornton.
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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.