Top Bookkeeping and Fractional CFO Services in Phoenix, AZ
Work with a Phoenix based bookkeeping and accounting firm that also brings fractional CFO support for budgeting, FP&A, forecasting and financial modeling across the Valley.
Work with a Phoenix based bookkeeping and accounting firm that also brings fractional CFO support for budgeting, FP&A, forecasting and financial modeling across the Valley.
Phoenix is Arizona's capital and one of the largest cities in the country, with a broad economy built on healthcare, financial services, construction and real estate, logistics and a growing semiconductor and advanced manufacturing base. It is home to thousands of small businesses and an active founder community. It is also home base for Phoenix Strategy Group: our corporate office is in Scottsdale, and we work with many local companies across the Valley.
We are proud to support the local founder community, including Freeway PHX, the Phoenix Chamber of Commerce, the Arizona Small Business Association and PHX Ventures.
Phoenix companies are scaling fast, which puts pressure on cash flow, hiring plans and job costing, while construction, real estate and service firms juggle project margins and seasonal demand. We take a holistic view of the business rather than solving one problem at a time: by looking beyond the financial reports, we understand how the company makes money and where it can grow. Because Phoenix is our home market, we can also work on site and face to face with local clients, which builds the relationship needed to drive real change.
Arizona uses a transaction privilege tax rather than a traditional sales tax, and cities add their own rates on top of the state portion. Businesses also file state income and payroll withholding, so revenue should be recorded by activity type and location.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. Phoenix is our home market and our corporate office is in Scottsdale, so we can meet face to face with Phoenix area clients and work on site when it helps, backed by a dedicated, entirely US based team with Big Four accounting and operating experience that handles day to day bookkeeping and reporting.
Typically bank and card reconciliations, accounts payable and receivable, payroll support, transaction privilege tax tracking and monthly financial statements you can act on. Growing companies can add fractional CFO support for budgeting, FP&A, forecasting and financial modeling.
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 Scottsdale, Tempe, Mesa, Chandler and Gilbert, plus Glendale, Cave Creek and across the Valley.
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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.