Bookkeeping, Accounting & CFO Services in Eagan, MN
Eagan business owners near the airport and south metro corridors use PSG for timely monthly financials and fractional CFO guidance that keeps expansion plans grounded.
Eagan business owners near the airport and south metro corridors use PSG for timely monthly financials and fractional CFO guidance that keeps expansion plans grounded.
Eagan is a Dakota County suburb in the south metro of the Twin Cities, just across the Minnesota River from the airport and Fort Snelling area. Its business parks host corporate campuses, data centers, distribution operations and a deep bench of professional services firms. Residential growth has fostered healthcare clinics, fitness studios, restaurants and home service providers, while easy highway access makes Eagan a practical base for regional sales and logistics companies.
Eagan's distributors and logistics firms need precise inventory accounting and landed cost tracking, while professional services and technology companies depend on project profitability and recurring revenue reporting. Healthcare and personal service businesses focus on payroll accuracy and cash flow. PSG manages the monthly close and offers fractional CFO support for budgeting, forecasting and lender reporting, helping Eagan owners make informed decisions as they add locations, staff or product lines.
Minnesota levies state income and corporate franchise taxes, a statewide sales tax with local additions, and a paid leave payroll program. Accurate payroll and sales tax records help businesses stay current.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Eagan 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, Minnesota 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 Burnsville, St. Paul, Edina, Lakeville and Minneapolis.
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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.