Bookkeeping, Accounting & CFO Services in Fort Worth, TX
Fort Worth builders, logistics operators and aerospace suppliers across Tarrant County rely on PSG for clean monthly books and fractional CFO guidance on growth.
Fort Worth builders, logistics operators and aerospace suppliers across Tarrant County rely on PSG for clean monthly books and fractional CFO guidance on growth.
Fort Worth is the seat of Tarrant County and the western anchor of the Dallas Fort Worth Metroplex. Its heritage lives on in the Stockyards, while aerospace and defense manufacturing, energy, healthcare and a massive logistics hub around the Alliance corridor drive today's economy. Texas Christian University, a vibrant cultural district and fast growing suburbs support restaurants, homebuilders, specialty contractors, oilfield service firms and a large community of founder led companies.
Fort Worth contractors and homebuilders need job costing, draw management and cash planning in a busy construction market, while logistics and trucking firms rely on cost per load visibility. Aerospace and defense suppliers require precise inventory and compliance ready accounting, and energy service firms must plan for commodity cycles. PSG delivers accurate bookkeeping and fractional CFO support for forecasting, financing and exit planning, helping Fort Worth owners scale with confidence.
Texas has no state individual income tax, but most businesses owe the franchise tax, based on margin, once revenue passes a threshold. Sales tax combines state and local rates, so location tracking matters.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Fort Worth 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, Texas 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 Haltom City, North Richland Hills, Hurst, Arlington and Burleson.
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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.