Bookkeeping, Accounting & CFO Services in Tempe, AZ
Tempe startups, agencies and Mill Avenue businesses use PSG for investor ready books, runway forecasting and fractional CFO support that grows with them beyond campus.
Tempe startups, agencies and Mill Avenue businesses use PSG for investor ready books, runway forecasting and fractional CFO support that grows with them beyond campus.
Tempe sits at the center of the Phoenix metro in Maricopa County, bordered by Mesa, Scottsdale and Chandler. Arizona State University's main campus gives the city a young, entrepreneurial energy, and Tempe Town Lake is lined with corporate offices and tech firms. The economy blends software, fintech and engineering startups with restaurants, bars and retail along Mill Avenue, plus research spinoffs, marketing agencies, property managers and service businesses that cater to students and professionals alike.
Tempe startups need investor grade financials, subscription revenue recognition and clear burn and runway reporting for fundraising conversations. Restaurants and retailers near campus plan around the academic calendar and summer lull, while agencies track project profitability. PSG provides accrual bookkeeping, board ready reporting and fractional CFO support for budgeting, pricing and capital raises, helping Tempe founders scale from early traction to a durable business.
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. We work with Tempe 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, transaction privilege 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 Mesa, Scottsdale, Gilbert, Chandler and Phoenix.
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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.