Bookkeeping, Accounting & CFO Services in Farmington, NM
Farmington owners serving energy producers, rural shoppers and river recreation near the Four Corners rely on PSG for clean books and resilient financial planning.
Farmington owners serving energy producers, rural shoppers and river recreation near the Four Corners rely on PSG for clean books and resilient financial planning.
Farmington is the largest city in San Juan County in northwestern New Mexico, near the Four Corners where the state meets Colorado, Utah and Arizona. The local economy has long depended on oil and natural gas production, energy services and power generation, and the city serves as a retail and healthcare hub for a wide rural region, including nearby Navajo Nation communities. Outdoor recreation along the San Juan, Animas and La Plata rivers also supports small tourism businesses.
Energy service companies in Farmington need job costing, equipment cost tracking and cash flow planning that can absorb commodity driven slowdowns. Retailers and healthcare providers serving a large rural trade area need inventory control and payroll accuracy, while outdoor recreation businesses plan around seasonal demand. PSG maintains dependable monthly books and fractional CFO support for scenario planning, diversification strategy and financing, helping Farmington owners stay resilient as the regional economy evolves.
New Mexico uses a gross receipts tax instead of a traditional sales tax, and rates vary by location, now generally sourced to where the customer receives the good or service. Revenue should be recorded by destination.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Farmington 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, gross receipts 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 Rio Rancho, Albuquerque and Santa Fe.
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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.”
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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.