Bookkeeping, Accounting & CFO Services in Conroe, TX
Conroe builders, oilfield service firms and Lake Conroe hospitality businesses rely on PSG for accurate books and forecasts that help them manage rapid north Houston growth.
Conroe builders, oilfield service firms and Lake Conroe hospitality businesses rely on PSG for accurate books and forecasts that help them manage rapid north Houston growth.
Conroe is the seat of Montgomery County, north of Houston along the interstate corridor and next to Lake Conroe. Rapid growth has made construction, real estate and home services leading industries, and the area supports oilfield service companies, manufacturers and distributors tied to the Houston energy economy. Lake tourism, healthcare, restaurants and retail serve residents and visitors, and many family owned firms operate across the north Houston suburbs.
Builders and home service contractors need job costing, deposit tracking and subcontractor management, while oilfield service and industrial firms face commodity driven swings that demand careful cash planning. Lake area hospitality businesses manage seasonal traffic. PSG keeps books reconciled, builds scenario forecasts and offers fractional CFO support on financing and growth for Conroe business owners.
Texas has no state individual income tax, but most businesses owe the franchise tax, based on margin, once revenue passes a threshold. Sales tax combines state and local rates, so location tracking matters.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Conroe 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, Texas 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 Houston, Missouri City, Sugar Land, Baytown and Pearland.
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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.