Bookkeeping, Accounting & CFO Services in Lake Oswego, OR
Lake Oswego advisory firms, practices and boutiques work with PSG for polished books and CFO guidance suited to Portland's professional southern suburbs.
Lake Oswego advisory firms, practices and boutiques work with PSG for polished books and CFO guidance suited to Portland's professional southern suburbs.
Lake Oswego is an affluent suburb in Clackamas County, south of Portland along the Willamette River and its namesake lake. Office parks near the Interstate host financial advisors, insurance, real estate, technology and healthcare companies, and many executives and entrepreneurs live here. A walkable downtown supports boutiques, galleries, restaurants and wellness businesses, while builders and remodelers serve high end homes.
Professional services and advisory firms in Lake Oswego need timely closes, profitability by client and clean reporting for partners. Healthcare and wellness practices focus on payroll and revenue by service, and remodelers need job costing. Oregon payroll and Portland area taxes add complexity. PSG handles monthly bookkeeping, and our fractional CFOs help owners budget, forecast and plan succession.
Oregon has no sales tax, but it levies state income taxes and a Corporate Activity Tax on larger businesses' gross receipts. The Portland area adds local business and income taxes, so location matters for compliance.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Lake Oswego 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, state and local business 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 Tigard, Portland, Beaverton, Gresham and Vancouver.
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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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“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.