Bookkeeping, Accounting & CFO Services in Orem, UT
Orem software founders, e-commerce brands and direct sales companies in Utah Valley can lean on PSG for investor ready books and practical CFO level planning.
Orem software founders, e-commerce brands and direct sales companies in Utah Valley can lean on PSG for investor ready books and practical CFO level planning.
Orem sits in Utah County between Provo and Lehi, part of the Utah Valley technology corridor often called Silicon Slopes. Utah Valley University brings a large student body and a steady talent pipeline, while software companies, e-commerce brands, direct sales firms and startups operate alongside retail centers and family owned service businesses. Mountain views and quick access to outdoor recreation help attract young founders, and many local companies sell nationally from offices or warehouses in the valley.
Software and e-commerce companies in Orem need clean revenue recognition, subscription metrics and inventory accounting, and direct sales firms must manage commissions and multistate sales tax. Startups need investor ready reporting and runway planning. PSG keeps books accurate and reconciled, builds dashboards on margins and unit economics, and provides fractional CFO support on fundraising preparation, budgeting and scaling operations across Utah Valley's competitive tech market.
Utah has a flat state income tax and a corporate franchise tax, and sales tax rates vary by city and county. Fast growing businesses benefit from keeping payroll registrations and sales tax filings current.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Orem 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, Utah 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 Provo, Lehi, Spanish Fork, Draper and Riverton.
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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.