Bookkeeping, Accounting & CFO Services in Longview, TX
PSG supports Longview energy service companies, fabricators and healthcare practices with bookkeeping and CFO guidance built for the ups and downs of East Texas markets.
PSG supports Longview energy service companies, fabricators and healthcare practices with bookkeeping and CFO guidance built for the ups and downs of East Texas markets.
Longview is the seat of Gregg County in the Piney Woods of East Texas, positioned between Tyler and the Louisiana border near Shreveport. Its economy grew from the East Texas oil field and still leans on energy services, pipeline work and industrial manufacturing, alongside a regional healthcare sector and LeTourneau University. Small businesses include oilfield service contractors, fabrication and machine shops, trucking outfits, medical practices, car dealerships and family restaurants serving a wide rural trade area.
Energy and industrial service companies face volatile revenue tied to commodity prices, making cash reserves, equipment financing and job costing essential. Fabricators and trucking firms need clear cost per job and per mile reporting, and healthcare practices need reliable payroll and receivables tracking. PSG keeps books current, reports profitability by crew, job or customer, and offers fractional CFO planning so Longview owners can weather cycles and invest at the right time.
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 Longview 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 Tyler, Shreveport, Bossier City, Texarkana and Rockwall.
.gif)
.gif)
.gif)
“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.