Bookkeeping, Accounting & CFO Services in Draper, UT
Draper software, fintech and ecommerce companies near Point of the Mountain partner with PSG for investor ready books and CFO guidance that keeps pace with rapid growth.
Draper software, fintech and ecommerce companies near Point of the Mountain partner with PSG for investor ready books and CFO guidance that keeps pace with rapid growth.
Draper sits at the southern end of Salt Lake County, where the Salt Lake Valley meets Utah County near Point of the Mountain. It is part of the Silicon Slopes technology corridor, hosting software, fintech, ecommerce and outdoor brand companies alongside large residential developments. Healthcare, construction, fitness and direct sales businesses are prominent, and trail systems in the foothills support outdoor recreation businesses.
Software and fintech companies need recurring revenue metrics, investor ready financials and runway planning. Ecommerce and direct sales brands track inventory, commissions and channel margins, while builders rely on job costing amid rapid growth. PSG delivers dependable monthly close, SaaS and KPI dashboards and fractional CFO support on fundraising, financing and scaling for Draper companies on the Silicon Slopes.
Utah has a flat state income tax and a corporate franchise tax, and sales tax rates vary by city and county. Fast growing businesses benefit from keeping payroll registrations and sales tax filings current.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Draper 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, Utah 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 Riverton, South Jordan, Sandy, West Jordan and Lehi.
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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.