

Spokane is the seat of Spokane County and the commercial center of the Inland Northwest, set along the Spokane River and its downtown falls. Healthcare is a leading industry, with several major hospital systems, and Gonzaga University and other colleges add education and research. Nearby Fairchild Air Force Base supports defense activity. Aerospace and metals manufacturing, agriculture from the surrounding Palouse, logistics, restaurants and breweries round out a diverse regional economy.
Spokane healthcare practices and suppliers need revenue cycle visibility and dependable payroll, while manufacturers rely on job costing and inventory valuation. Agribusinesses face seasonal cash cycles, and defense suppliers need compliant contract records. Washington's business and occupation tax adds complexity. PSG delivers accurate monthly bookkeeping and fractional CFO guidance on forecasting, margins and financing for regional growth.
Washington has no state individual or corporate income tax, but it levies a Business and Occupation tax on gross receipts, and some cities add their own B&O taxes. Sales tax combines state and local rates.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Spokane 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, Washington 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 Spokane Valley, Coeur d'Alene, Pasco, Kennewick and Richland.

.gif)

.gif)
.gif)





“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.