Bookkeeping, Accounting & CFO Services in Tulsa, OK
Tulsa energy service companies, aerospace suppliers and downtown startups rely on PSG for clean books, volatility ready forecasting and fractional CFO leadership.
Tulsa energy service companies, aerospace suppliers and downtown startups rely on PSG for clean books, volatility ready forecasting and fractional CFO leadership.
Tulsa is the seat of Tulsa County in northeast Oklahoma, on the Arkansas River. Once known as the Oil Capital of the World, it still has a deep energy sector, along with a major aviation maintenance and aerospace cluster, manufacturing, healthcare and financial services. The historic Greenwood District, the Gathering Place park and a revitalized downtown support restaurants, creative agencies and startups, while contractors, oilfield service companies and distributors serve the wider region.
Energy and oilfield service firms in Tulsa need job costing, equipment tracking and cash planning that withstands commodity price swings. Aerospace suppliers require contract cost compliance, and manufacturers and distributors manage inventory. Startups and agencies need investor ready reporting. PSG delivers accurate bookkeeping, KPI dashboards and fractional CFO strategy that help Tulsa owners manage volatility, raise capital and prepare for acquisitions or exits.
Oklahoma levies state income and corporate income taxes, and combined sales tax rates vary by city and county. Businesses selling across municipalities benefit from tracking where each sale takes place.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Tulsa 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, Oklahoma 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 Broken Arrow, Muskogee, Stillwater, Edmond and Midwest City.
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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.