Bookkeeping, Accounting & CFO Services in Missouri City, TX
PSG helps Missouri City practices, contractors and consultants keep accurate books and plan growth with fractional CFO support across Fort Bend County.
PSG helps Missouri City practices, contractors and consultants keep accurate books and plan growth with fractional CFO support across Fort Bend County.
Missouri City is a suburb on the southwest side of the Houston metro, lying mostly in Fort Bend County beside Sugar Land and Stafford. It is one of the region's most diverse communities, and many residents work in energy, healthcare and professional services across Houston. The local business base is largely owner operated, with medical and dental practices, home service contractors, childcare centers, restaurants, real estate and insurance agencies, and consulting firms serving established master planned neighborhoods.
Healthcare practices need accurate payroll, insurance receivables and provider level profitability, while home service contractors rely on job costing and seasonal cash planning around Gulf Coast weather. Consultants and agencies want clean project accounting, and childcare providers manage enrollment driven revenue. PSG provides reliable monthly bookkeeping, practical reporting and fractional CFO guidance that helps Missouri City owners manage growth and plan with confidence.
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 Missouri City 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 Sugar Land, Houston, Pearland, Friendswood and League 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.