Bookkeeping, Accounting & CFO Services in Greeley, CO
Greeley agribusinesses, food processors and oilfield service firms across Weld County rely on PSG for clean books and CFO guidance that manages commodity swings.
Greeley agribusinesses, food processors and oilfield service firms across Weld County rely on PSG for clean books and CFO guidance that manages commodity swings.
Greeley is the seat of Weld County in northern Colorado, surrounded by one of the state's most productive agricultural areas. Meat processing, dairy, feedlots and crop production are central to the economy, and the city is home to a major meat processing company's North American headquarters. Oil and gas activity in Weld County supports service firms and contractors, while the University of Northern Colorado and healthcare add stability and a growing base of retailers and restaurants.
Agricultural and food businesses in Greeley need commodity aware inventory valuation, seasonal cash planning and margin analysis by product. Oilfield service companies require job costing and scenario planning around drilling activity, and contractors depend on accurate job cost reporting. PSG provides dependable monthly bookkeeping and fractional CFO support for budgeting, financing and profitability, helping Greeley owners manage volatility across northern Colorado's agricultural and energy economy.
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 Greeley 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, Fort Collins, Longmont, Northglenn and Broomfield.
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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.