Bookkeeping, Accounting & CFO Services in O'Fallon, MO
O'Fallon franchise owners, contractors and professional practices in St. Charles County can rely on PSG for accurate books and forward looking financial planning.
O'Fallon franchise owners, contractors and professional practices in St. Charles County can rely on PSG for accurate books and forward looking financial planning.
O'Fallon is a fast growing city in St. Charles County, west of the Missouri River in the St. Louis metro, connected to the region by the interstate corridor. Corporate operations and technology offices sit alongside a broad base of healthcare practices, contractors, franchise owners, retailers and professional firms serving young families in expanding neighborhoods. Many local businesses are owner led and compete across St. Charles County, where new commercial developments continue to open along major thoroughfares.
Contractors and home service companies in O'Fallon need job costing and payroll that scale with residential growth, while franchise and retail owners track performance across locations. Professional practices need clean monthly closes and receivables management. PSG maintains accurate books, delivers multi location and job level reporting, and provides fractional CFO support on budgeting, cash flow forecasting and financing decisions for companies growing alongside St. Charles County.
Missouri levies state income and corporate taxes, and sales tax rates vary by city and county. Kansas City and St. Louis also levy an earnings tax on residents and people who work in the city.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with O'Fallon 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, Missouri 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 St. Peters, St. Charles, Chesterfield, Florissant and St. Louis.
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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.