Bookkeeping, Accounting & CFO Services in Logan, UT
Logan food makers, research startups and downtown businesses rely on PSG for clean books and CFO guidance suited to the Cache Valley and its university.
Logan food makers, research startups and downtown businesses rely on PSG for clean books and CFO guidance suited to the Cache Valley and its university.
Logan is the seat of Cache County in northern Utah, set in the mountain ringed Cache Valley near the Idaho border. Utah State University is the city's anchor institution, supporting research, engineering and technology firms. The valley's dairy farms feed cheese and food manufacturing, and advanced manufacturers, healthcare, outdoor recreation businesses and a friendly downtown of restaurants and shops round out the economy.
Food manufacturers and dairies in Logan need inventory and cost accounting along with seasonal cash planning. Research spinouts and technology firms require grant accounting and investor reporting, and businesses near campus plan around the academic calendar. PSG provides monthly bookkeeping and payroll support, and our fractional CFOs help owners forecast, finance equipment and prepare for growth.
Utah has a flat state income tax and a corporate franchise tax, and sales tax rates vary by city and county. Fast growing businesses benefit from keeping payroll registrations and sales tax filings current.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Logan 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, Utah 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 Ogden, Roy, Layton, Bountiful and Salt Lake City.
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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.