Bookkeeping, Accounting & CFO Services in Tigard, OR
Tigard contractors, distributors and consulting firms use PSG for accurate monthly books, project profitability and CFO guidance tailored to the suburban Portland market.
Tigard contractors, distributors and consulting firms use PSG for accurate monthly books, project profitability and CFO guidance tailored to the suburban Portland market.
Tigard is a Washington County suburb southwest of Portland, bordered by Beaverton, Lake Oswego and Tualatin. Its position along major highways makes it a convenient base for distributors, contractors and professional services firms serving the whole metro. The economy blends retail centers, auto dealers and restaurants with engineering consultancies, tech suppliers, medical and dental practices, and a steady base of trades that support the region's residential neighborhoods and nearby Silicon Forest employers.
Tigard retailers benefit from Oregon's lack of a general sales tax but must still manage payroll taxes and local business requirements carefully. Contractors need job costing and progress billing, while consultancies and tech suppliers track project profitability and receivables. PSG provides accurate monthly books, cash flow forecasting and fractional CFO guidance that help Tigard owners understand margins, plan hiring and prepare for financing or ownership transitions.
Oregon has no sales tax, but it levies state income taxes and a Corporate Activity Tax on larger businesses' gross receipts. The Portland area adds local business and income taxes, so location matters for compliance.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Tigard 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, state and local business 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 Beaverton, Lake Oswego, Portland, Hillsboro and Vancouver.
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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.”
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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.