**From data chaos to clarity.**

From ETL pipelines to analytics dashboards, we build the foundation for smarter strategies. Simplify complexity and turn your data into a competitive advantage.

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Our System

5.0

from 200+ CEOs

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 Pipelines

Streamline data integration with efficient and reliable ETL processes

Data Warehousing

Centralize your data into scalable, accessible repositories

Analytics

Turn data into actionable insights with advanced analytics tools

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:

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.

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.

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Business

$192/year

Advanced features and reporting, better workflows and automation.

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Enterprise

$384/year

Personalised service and enterprise security for large teams.

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Overview

Basic features

Users

Unlimited

Individual data

20GB

40GB

Unlimited

Support

Automated workflows

200+ integrations

Reporting and analytics

Analytics

Basic

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

What our founders are saying.

“If you want to sleep better at night, hire Phoenix Strategy Group.”

Patrick Wallain

Founder / CEO, ABLEMKR

“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.”

Lauren Nagel

CEO, SpokenLayer

“PSG saved my dream. They helped us get our financials in order and renegotiate our lending agreements, pulling us through a tough financial crunch.”

Norman Rodriguez

Founder / CEO, ElevateHire

“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.”

David Darmstandler

Co-CEO, DataPath

“Hire PSG if you want to make your life easier and have accurate data.”

Michael Mancuso

CIO, New Law Business Model

“As a home service business owner, understanding complex financials and Unit Economics always seemed overwhelming—until we started working with Phoenix Strategy Group.”