Bookkeeping, Accounting & CFO Services in Olathe, KS
Olathe manufacturers, logistics firms and contractors in Johnson County can rely on PSG for precise books and CFO guidance that handles bistate complexity.
Olathe manufacturers, logistics firms and contractors in Johnson County can rely on PSG for precise books and CFO guidance that handles bistate complexity.
Olathe is the seat of Johnson County on the southwest edge of the Kansas City metro, home to Garmin's headquarters and MidAmerica Nazarene University. The interstate corridor toward Wichita supports logistics parks, distribution centers and manufacturers, while steady residential growth fuels demand for contractors, healthcare practices, franchise concepts and retail. Many local companies are owner led firms that benefit from Johnson County's educated workforce and serve customers on both sides of the Kansas and Missouri line.
Manufacturers and distributors in Olathe need accurate inventory accounting and freight cost tracking, while contractors require job costing that captures labor and materials. Businesses serving both Kansas and Missouri customers face multistate sales tax and payroll considerations. PSG keeps books reconciled, clarifies margins by product, job or location, and offers fractional CFO guidance on budgeting, working capital and expansion across the Kansas City region.
Kansas levies state income and corporate income taxes, and combined sales tax rates vary widely because cities and counties add their own rates. Accurate location based sales records help keep filings correct.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Olathe 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, Kansas 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 Lenexa, Overland Park, Shawnee, Kansas City and Lee's Summit.
.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.