Bookkeeping, Accounting & CFO Services in Woodbury, MN
Woodbury contractors, clinics and franchise owners rely on PSG for seasonal cash planning, clean monthly books and fractional CFO guidance in the Twin Cities east metro.
Woodbury contractors, clinics and franchise owners rely on PSG for seasonal cash planning, clean monthly books and fractional CFO guidance in the Twin Cities east metro.
Woodbury is a Washington County suburb on the eastern edge of the Twin Cities, just southeast of St. Paul. Steady residential growth has made it a hub for retail centers, restaurants, healthcare clinics and fitness studios, while corporate offices and business parks host insurance, financial services and technology firms. Local owners also run construction and remodeling companies, landscaping and snow removal businesses, childcare centers and professional practices serving families across the east metro.
Contractors and landscaping companies in Woodbury need job costing and cash planning for sharply seasonal work, often pairing summer projects with winter snow removal. Healthcare clinics and professional practices depend on receivables and payroll accuracy, while franchise and retail owners want unit level profitability. PSG provides accurate bookkeeping, payroll support and fractional CFO forecasting that help Woodbury owners smooth seasonal cash flow and grow.
Minnesota levies state income and corporate franchise taxes, a statewide sales tax with local additions, and a paid leave payroll program. Accurate payroll and sales tax records help businesses stay current.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Woodbury 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, Minnesota 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 Maplewood, St. Paul, Eagan, Minneapolis and Burnsville.
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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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“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.