Bookkeeping, Accounting & CFO Services in Moore, OK
PSG helps Moore contractors, practices and franchise owners keep accurate books and manage cash through the uneven demand common in the south Oklahoma City metro.
PSG helps Moore contractors, practices and franchise owners keep accurate books and manage cash through the uneven demand common in the south Oklahoma City metro.
Moore sits in Cleveland County between Oklahoma City and Norman, along the main interstate corridor that links the two. Largely a residential suburb, it has built a strong retail and service economy along its commercial corridors. Many residents work in Oklahoma City, at Tinker Air Force Base or at the University of Oklahoma. Local owners run home builders, roofing and storm restoration contractors, auto services, healthcare practices, restaurants and franchise locations serving families across the south metro.
Builders and roofing contractors face demand spikes after severe weather and need job costing, insurance claim tracking and disciplined cash management. Healthcare practices depend on payroll and receivables, and franchise owners want location level reporting. PSG keeps Moore books current, delivers clear profitability reports and adds fractional CFO forecasting to help owners manage uneven demand and plan growth.
Oklahoma levies state income and corporate income taxes, and combined sales tax rates vary by city and county. Businesses selling across municipalities benefit from tracking where each sale takes place.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Moore 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, Oklahoma 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 Norman, Oklahoma City, Midwest City, Edmond and Stillwater.
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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.