

Fargo is the seat of Cass County and North Dakota's largest city, facing Moorhead, Minnesota across the Red River. The surrounding valley's rich farmland supports agribusiness, equipment dealers, seed and grain companies, and food processing. North Dakota State University feeds a growing technology and software sector, while healthcare is a major employer. Wholesale distribution, construction and a revitalized downtown full of restaurants, shops and agencies round out a diverse regional economy.
Agribusiness and equipment firms in Fargo manage seasonal cash cycles tied to planting and harvest, making inventory valuation and working capital planning essential. Software companies need recurring revenue metrics and runway modeling, and contractors must plan around a short building season. PSG delivers accurate monthly bookkeeping and fractional CFO guidance on budgeting, financing and growth, helping Fargo owners make confident decisions across the Red River Valley economy.
North Dakota levies state income and corporate income taxes and a state sales tax, with many cities adding local sales taxes. Businesses in energy and agriculture often need cash flow planning around commodity cycles.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Fargo 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, North Dakota 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 Moorhead and Grand Forks.

.gif)

.gif)
.gif)





“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.