Bookkeeping, Accounting & CFO Services in The Colony, TX
Retailers near Grandscape, lake recreation operators and consultants in The Colony use PSG for clean books, seasonal cash planning and fractional CFO guidance.
Retailers near Grandscape, lake recreation operators and consultants in The Colony use PSG for clean books, seasonal cash planning and fractional CFO guidance.
The Colony sits on the shores of Lewisville Lake in Denton County, between Frisco, Plano and Lewisville in the northern Dallas Fort Worth metro. The Grandscape development has turned it into a regional retail and entertainment destination, drawing restaurants, specialty shops and hospitality operators. Beyond retail, residents include many professionals who work at nearby corporate campuses, and local owners run marine and lake recreation businesses, contractors, fitness studios, medical offices and consulting firms.
Restaurants and retailers in The Colony need tight inventory control, sales tax accuracy and labor cost reporting that tracks busy weekends and event traffic. Lake recreation businesses face strong seasonal swings, while contractors and consultants depend on project margins and receivables. PSG provides monthly bookkeeping, location level reporting and fractional CFO guidance on budgets, leases and expansion so owners can grow alongside the North Texas corridor.
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 The Colony 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 Frisco, Lewisville, Carrollton, Plano and Coppell.
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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.