Bookkeeping, Accounting & CFO Services in Bozeman, MT
Bozeman tech founders, outdoor brands, builders, and tourism operators near Yellowstone use PSG for clean books and forecasts built for rapid growth.
Bozeman tech founders, outdoor brands, builders, and tourism operators near Yellowstone use PSG for clean books and forecasts built for rapid growth.
Bozeman is the seat of Gallatin County in southwest Montana, surrounded by mountain ranges and serving as a gateway to Yellowstone National Park and Big Sky. Montana State University drives research, and the area has become a hub for software, photonics, and outdoor product companies founded by entrepreneurs drawn to the lifestyle. Tourism, hospitality, construction, and real estate have grown quickly, and small businesses include guides, gear makers, restaurants, and professional services firms.
Bozeman's rapid growth pushes builders and trades to track job costs and cash closely, while outdoor brands need inventory and wholesale margin reporting. Tourism businesses plan around summer and ski seasons, and technology startups need investor ready financials. PSG maintains accurate books, and our fractional CFOs build forecasts, fundraising models, and pricing analysis for Gallatin Valley founders.
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 Bozeman 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 Billings and Great 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.”
“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.