Bookkeeping, Accounting & CFO Services in Urbandale, IA
Urbandale insurance agencies, technology providers and contractors rely on PSG for commission aware bookkeeping and fractional CFO insight in the Des Moines suburbs.
Urbandale insurance agencies, technology providers and contractors rely on PSG for commission aware bookkeeping and fractional CFO insight in the Des Moines suburbs.
Urbandale is a northwest suburb of Des Moines, spanning Polk and Dallas counties along the region's main interstate corridor. The Des Moines area is a national center for insurance and financial services, and Urbandale's office parks host insurers, agencies, technology providers and professional firms. Light industrial areas support distributors, printers and contractors, while Living History Farms and busy retail corridors add hospitality, restaurants and service businesses for a growing residential population.
Insurance agencies and financial services firms in Urbandale need clean commission tracking, revenue recognition and regulatory ready records. Technology providers and consultancies track project margins and recurring revenue, while contractors and distributors rely on job costing and inventory control. PSG delivers accrual bookkeeping, KPI reporting and fractional CFO guidance that help Urbandale owners plan growth, evaluate acquisitions and prepare for ownership transitions.
Iowa levies state income and corporate income taxes, and local option sales taxes apply in many cities and counties. Businesses benefit from tracking sales by location and keeping payroll registrations current.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Urbandale 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, Iowa 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 West Des Moines, Des Moines, Ankeny, Ames and Cedar Falls.
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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.