Top Bookkeeping and Fractional CFO Services in Phoenix, AZ
Work with a bookkeping and accounting company that can provide fractional CFO resources. Let us help with Budgeting, FP&A, Forecasting, and Financial Modeling in the Phoenix Area.
Work with a bookkeping and accounting company that can provide fractional CFO resources. Let us help with Budgeting, FP&A, Forecasting, and Financial Modeling in the Phoenix Area.
Phoenix is home to thousands of small businesses and a hot spot of founders. Phoenix strategy group is based in Phoenix, AZ and provides services to many local companies that need help with managing their finances. As financial consultants, we take take a unique approach that incorporates a holistic view of the business vs. solving only specific problems. By looking beyond just financial reports, we're able to understand the business and how to make it grow.
What is unique about our services in Phoenix is our proximity to be on site and work face-to-face with our customers that is important to the relationship building needed to drive real change in the business.
Our corporate office is in Scottsdale but we serve the following locations within Phoenix:
Groups we are supportive of:
Arizona Small Business Association
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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.