Bookkeeping, Accounting & CFO Services in Roswell, NM
Roswell owners in agriculture, energy services, and tourism across the Pecos Valley gain dependable bookkeeping and fractional CFO guidance for planning through seasonal and market swings.
Roswell owners in agriculture, energy services, and tourism across the Pecos Valley gain dependable bookkeeping and fractional CFO guidance for planning through seasonal and market swings.
Roswell is the seat of Chaves County in southeastern New Mexico, set in the Pecos Valley and serving as a trade center for a wide rural region. Agriculture, dairy, and ranching are central to the economy, along with oil and gas activity, healthcare, and education, including New Mexico Military Institute. Tourism tied to the city's famous UFO lore supports museums, shops, and hospitality. Small businesses here include farm suppliers, energy services firms, contractors, restaurants, and retailers.
Roswell businesses often ride agricultural seasons and energy price swings, so disciplined cash flow forecasting and reserves are essential. Dairies and farm suppliers need accurate inventory and cost tracking, energy services firms depend on job and equipment costing, and tourism businesses manage seasonal traffic. PSG keeps books current and reconciled, and our fractional CFOs provide budgets, forecasts, and lender ready financials that help owners plan through changing conditions.
New Mexico uses a gross receipts tax instead of a traditional sales tax, and rates vary by location, now generally sourced to where the customer receives the good or service. Revenue should be recorded by destination.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Roswell 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, gross receipts 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.
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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.