Bookkeeping, Accounting & CFO Services in Fort Collins, CO
Fort Collins brewers, startup founders and builders along the Front Range rely on PSG for accurate books and fractional CFO guidance that keeps growth on track.
Fort Collins brewers, startup founders and builders along the Front Range rely on PSG for accurate books and fractional CFO guidance that keeps growth on track.
Fort Collins is the seat of Larimer County in northern Colorado, set where the plains meet the foothills along the Cache la Poudre River. Colorado State University drives research, agriculture science and a growing innovation economy, while the city is widely known for its craft breweries. Technology firms, clean energy ventures, healthcare and construction add depth, and historic Old Town supports restaurants, independent retailers and outdoor recreation businesses.
Breweries and food producers in Fort Collins need batch costing, excise tax tracking and inventory control, while technology and clean energy startups need runway modeling, grant accounting and investor ready reporting. Contractors depend on job costing in a busy construction market. PSG delivers accurate monthly bookkeeping and fractional CFO guidance on budgeting, pricing and fundraising, helping Fort Collins founders grow thoughtfully in a competitive northern Colorado market.
Colorado has a flat state income tax, but sales tax is complex because many home rule cities collect and administer their own local sales tax. Businesses often file with several jurisdictions, so accurate location tracking is essential.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Fort Collins 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, Colorado 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 Loveland, Greeley, Longmont, Boulder and Cheyenne.
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“If you want to sleep better at night, hire Phoenix Strategy Group.”
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“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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“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.