Trusted by 200+ Companies Like

We’re Here to Keep Your Data in Check

At Phoenix Strategy Group, we specialize in transforming your data into a strategic asset that drives growth and innovation.
Our Data Engineering services are designed to streamline your data processes, ensuring you have timely, accurate, and actionable insights at your fingertips.

Love Your Data Again

ETL Pipeline

ETL Pipelines

Streamline data integration with efficient and reliable ETL processes
Data Warehousing

Data Warehousing

Centralize your data into scalable, accessible repositories
Analytics

Analytics

Turn data into actionable insights with advanced analytics tools
Dashboards

Dashboards

Visualize your key metrics with intuitive, real-time dashboards

Industries We Know Inside & Out

We work with middle market businesses across industries, with specialized solutions to fit your needs. To name a few:
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Healthcare & Tech

Consumer Brands

SAAS

Home Services

Real Estate

Professional Services

Private Equity

Marketplaces

Experience the PSG Difference

Traditional firms keep finance and revenue in separate silos—we don't. Your finance team will not just be tracking numbers, but actively driving growth alongside your revenue operators.
Phoenix Strategy Group LogpPhoenix Strategy Group Logp

Data Engineering Firm

Clean & organize financial data
Clean & organize sales & marketing data
Clean & organize business data
Create financial metrics & reports
Implement systems to collect data
Create sales & marketing metrics
Create business metrics
Forecasting and budgeting
Turn forecast into actionable targets
Align the team with the targets
Review & refine the forecast and targets weekly
Exit Planning

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history
Integrations

Sync your favorite tools, seamlessly

Connect your tools, connect your teams. With over 100 apps already available in our reports, your team’s most impactful KPIs are just a click away.
QuickbooksXeroOracle NetsuiteSageStripeSquareHubspotSalesforceGoogleFacebookLinkedinShopifyMailchimpWhatsappZapierIntegration icon

Our Track Record Since 1998

240+

Portfolio Companies

$200m+

Raised over the Last 12 Months

100+

M&As Transacted

5+

IPOs

Schedule a 30 minutes FREE consultation, see how we can help your business

What our founders are saying.

PSG and David helped us strategically re-think our 10+ year-old business to future proof it. He added a business intelligence platform that allowed us to manage the company from an integrated modeling perspective. While here, he also helped motivate and re-engergize our teams with his positive and inspiring management style and exceptional communication and interpersonal skills. Would highly recommend him.
Raj Abhyanker Trademarkia
Raj Abhyanker
Founder, Trademarkia
PSG, John and Ethan were absolutely crucial in helping me and team, and empower us to build a great strategy.I am grateful for all of the work you guys continue to do for our companies.
David Jaeger PSG
David Jaeger
Founder, Zeeva Behavioral Health
David/PSG helped us get ready for our institutional founding round and played a pivotal role in getting NuLife our first $3M Term Sheet offer from a VC firm. David’s majestic good looks made it a pleasure to get out of bed each day in hopes of another zoom call together. Without his rugged handsomeness and nurturing way not sure we would have made it.
Jd Meints PSG
Jd Meints
Founder, NuLife
Want to go off the track?

Your Business Isn't Cookie-Cutter. Neither Are We.

Create your ideal combination of financial and revenue operations, delivered by our team who've built and sold 9-figure companies.

Fractional CFO

FP&A, Strategic Finance, Forecasting, and Budgeting.

Bookkeeping & Accounting

Weekly Close, Tax Prep, Payroll, and GAAP Compliance.

Investment Banking

Valuation, Due Diligence, Deal Structure, and Negotiations.
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Hubspot Implementation

Setup, Migration, Workflow Automation, and Training.

Data Engineering

ETL Pipeline, Data Warehouse, Analytics, and Dashboards.

Schedule a 30 minutes FREE consultation, see how we can help your business