Bookkeeping, Accounting & CFO Services in Frisco, TX
Frisco founders, homebuilders and franchise groups riding north Dallas growth use PSG for scalable monthly accounting and fractional CFO guidance on what comes next.
Frisco founders, homebuilders and franchise groups riding north Dallas growth use PSG for scalable monthly accounting and fractional CFO guidance on what comes next.
Frisco spans Collin and Denton counties north of Dallas and has become a fast growing community. Corporate relocations, sports and entertainment developments such as The Star and the PGA of America headquarters, and expansive mixed use districts have drawn technology firms, financial services companies and healthcare providers. Homebuilders, contractors, franchise operators, restaurants and professional practices have multiplied alongside the city's rapid residential expansion.
Growth companies in Frisco need finance functions that scale, including accrual accounting, revenue recognition, budgeting and investor or lender reporting. Homebuilders and contractors depend on job costing and draw management, and franchise groups need consolidated multi location dashboards. PSG delivers dependable bookkeeping and fractional CFO support for forecasting, KPI tracking and exit readiness, helping Frisco leaders keep financial control while growing quickly.
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 Frisco 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 The Colony, Allen, Plano, Lewisville and McKinney.
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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.