Bookkeeping, Accounting & CFO Services in Lakewood, CO
Lakewood contractors, builders and retailers rely on PSG for accurate books and CFO guidance suited to Denver's west metro and the Federal Center economy.
Lakewood contractors, builders and retailers rely on PSG for accurate books and CFO guidance suited to Denver's west metro and the Federal Center economy.
Lakewood is a Jefferson County city on the west side of the Denver metro, stretching toward the foothills and Red Rocks. The Denver Federal Center houses many federal agencies, supporting government contractors, engineers and consultants. Healthcare, retail at Belmar and along the major corridors, construction and outdoor recreation businesses thrive here, along with professional firms and restaurants serving a large residential population.
Government contractors in Lakewood need compliant cost tracking, indirect rate management and audit ready documentation. Builders and trades rely on job costing, and retailers and restaurants manage labor and Colorado's local sales tax rules. PSG provides monthly bookkeeping and payroll support, and our fractional CFOs help owners forecast cash, plan growth and prepare financials for lenders.
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 Lakewood 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 Denver, Arvada, Littleton, Commerce City and Thornton.
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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.