Bookkeeping, Accounting & CFO Services in Omaha, NE
Omaha logistics operators, agribusiness suppliers and Old Market retailers can rely on PSG for accurate books and CFO insight that supports disciplined, steady growth.
Omaha logistics operators, agribusiness suppliers and Old Market retailers can rely on PSG for accurate books and CFO insight that supports disciplined, steady growth.
Omaha anchors eastern Nebraska along the Missouri River, directly across from Council Bluffs, Iowa. The city is home to Union Pacific and Berkshire Hathaway, and a deep insurance and financial services sector sits beside transportation, logistics and agribusiness firms tied to the surrounding farm economy. Creighton University and a strong healthcare system add stability, while Offutt Air Force Base nearby supports defense contractors. Neighborhoods such as the Old Market host restaurants, retailers and creative firms with a loyal local following.
Transportation and logistics companies in Omaha need cost tracking by route or customer, while agribusiness suppliers manage inventory and seasonal cash cycles. Firms serving clients across the Nebraska and Iowa line face multistate payroll and tax questions. PSG maintains accurate monthly books, builds reporting by customer, product or location, and delivers fractional CFO guidance on forecasting, bank relationships and capital planning for companies across the metro.
Nebraska levies state income and corporate income taxes and a state sales tax, with many cities adding local sales taxes. Tracking sales by location and keeping payroll registrations current keeps filings accurate.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Omaha 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, Nebraska 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 Council Bluffs, Bellevue, Lincoln, Sioux City and West Des Moines.
.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.