Bookkeeping, Accounting & CFO Services in Collierville, TN
Collierville professional practices, contractors and Town Square merchants east of Memphis depend on PSG for polished books and CFO guidance that supports lasting growth.
Collierville professional practices, contractors and Town Square merchants east of Memphis depend on PSG for polished books and CFO guidance that supports lasting growth.
Collierville is an affluent suburb in southeastern Shelby County, east of Memphis and Germantown near the Mississippi line. Its historic Town Square is surrounded by shops and restaurants, and the town hosts corporate offices, healthcare practices and professional firms. The Memphis region's role as a distribution hub supports logistics businesses, while a growing population sustains builders, home service contractors, fitness studios and family owned retailers.
Professional practices and medical groups need clean accrual books, collections tracking and profitability reporting. Builders and home service contractors depend on job costing and deposit management, while logistics related firms monitor equipment and receivables. PSG provides reliable monthly close, clear KPI dashboards and fractional CFO support on growth, financing and exit planning for Collierville owners.
Tennessee has no broad tax on wages, but businesses generally owe state franchise and excise taxes, and many owe a business tax based on gross receipts. Sales tax combines state and local rates.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Collierville 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, Tennessee 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 Germantown, Bartlett, Southaven, Memphis and Jonesboro.
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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.