Bookkeeping, Accounting & CFO Services in West Des Moines, IA
West Des Moines insurance agencies, advisors and fintech firms rely on PSG for commission aware bookkeeping and fractional CFO guidance in central Iowa's financial hub.
West Des Moines insurance agencies, advisors and fintech firms rely on PSG for commission aware bookkeeping and fractional CFO guidance in central Iowa's financial hub.
West Des Moines is a fast growing suburb of Des Moines, extending across several central Iowa counties. It is a major hub for insurance and financial services, with corporate campuses and office parks that attract agencies, technology firms and consultancies. Jordan Creek Town Center anchors regional retail and dining, while the historic Valley Junction district supports independent shops and restaurants, and contractors, healthcare practices and professional firms serve a growing population.
Insurance agencies, financial advisors and fintech firms in West Des Moines need clean revenue and commission tracking, compliance ready records and KPI reporting. Consultancies track utilization and project margins, while retailers and restaurants manage payroll and sales tax. PSG provides accrual bookkeeping, board ready reporting and fractional CFO guidance for budgeting, acquisitions and succession planning that help West Des Moines owners scale thoughtfully.
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 West Des Moines 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 Urbandale, 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.