Bookkeeping, Accounting & CFO Services in Plano, TX
Plano tech firms, consultancies and franchise owners near Legacy West can rely on PSG for accurate books and CFO guidance built for selling to corporate customers.
Plano tech firms, consultancies and franchise owners near Legacy West can rely on PSG for accurate books and CFO guidance built for selling to corporate customers.
Plano is a Collin County city in the north Dallas metro, home to corporate headquarters including Toyota North America, JCPenney and Frito-Lay, and to the Legacy West district of offices, shops and restaurants. The city's educated workforce supports technology firms, consultancies, franchise brands, healthcare practices and financial services companies. Many founder led businesses here sell to large corporate customers, while a diverse community supports restaurants, retailers and service firms across the metroplex.
Professional services and tech firms in Plano need project profitability, revenue recognition and reporting that satisfies corporate clients and lenders, while franchise and restaurant owners track multi location performance. Suppliers to large enterprises must manage long payment terms. PSG keeps books reconciled monthly, builds reporting by client, location or product, and delivers fractional CFO guidance on forecasting, working capital and scaling.
Texas has no state individual income tax, but most businesses owe the franchise tax, based on margin, once revenue passes a threshold. Sales tax combines state and local rates, so location tracking matters.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Plano 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, Texas 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 Richardson, Allen, Garland, Wylie and Rowlett.
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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.