Trusted by 200+ Companies Like

Problems

The Pains: Are You Caught In It?

Your business is not growing despite working long hours.
You don't know the financials because the books aren't closed
Your financials are never accurate
You're feeling stuck because the business always needs you
You can’t forecast the business and set goals for the team
Your business lacks access to capital
You're not alone!
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Free Guide

Growth Lessons that We've Learned from Our 200+ Companies.

Top 10 reasons why a company is not growing
How they used our system to create predictable growth
The 6 steps that you need to implement our system
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Solutions

How do we help you grow?

1
We clean up and organize your financial and business data
2
We turn the data into actionable metrics
3
We forecast and set goals for your companies
4
We work with your team side by side to achieve those goals.
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Full stack finance team tailored to your needs.

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Outcomes

From Gridlock to Growth: Your Success Story

Get more free time back to do what you love! Look like a professional management team with a proven system.
Achieve predictable growth
Run your business in one hour a week
Sell your business for a lot more

Did you know?

Smart owners implement our system 24 - 36 months ahead of selling their companies to maximize growth and value.

Even if you don't sell, it's a better way to run your business.
Why We're Different

Your Front Windshield to Success

Unlike traditional accountants and CFOs clean your back windshield, we clean your front windshield so you can drive your business easily and sell it for more!

Proven 3 - 6 month process that helps companies maximize their value.

Our integrated approach helps you:

Valuation

We turn your financial and business data into metrics and use these metrics to understand your limits of growth.

System

We implement a system that frees up your time through efficiency and gives you a comprehensive view of your business.

Growth & Exit

We improve your business. Utilize our Rolodex of buyers who want well-run companies.
All in just one hour a week.
We Guarantee

The Front Windshield Advantage

Our unique approach integrates all your data in real-time, providing weekly insights that drive strategic decisions.
Traditional accountants give you a rear-view perspective
We provide a clear view of the road ahead
Navigate obstacles, seize opportunities, and accelerate growth

Industries We Know Inside & Out

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

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.
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Fractional CFO Firm

Clean & organize financial data
Clean & organize sales & marketing data
Clean & organize business data
Implement systems to collect data
Create financial metrics & reports
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

Meet our CFO,  John Zdanowski, an entrepreneurial business engineer and investor with repeated success helping founders succeed since 1998.

john zdanowski

John has played the role of co-founder, founding investor, board member and full or fractional CFO to companies like Assembled Brands (raised $100m), General Assembly (acquired for $413m), Second Life (grew revenue 8x to profitability), Market Leader (IPO then acquired for $355m), Affinity Internet (raised $73m), Robin Healthcare (closed $50m Series B), RentJuice (acquired for $50m), Commissions Inc (acquired for $45m, re-invited to the Board, and sold again for $220m 16 months later), Amino (raised $25m Series C), Extrabux (acquired by eBates), Topia (raised $5m Series Seed led by 776), and many many more.

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
How it works

Proven Process, Predictable Growth

From Numbers to Narrative

During the onboarding, we dive deep into your company's story through its numbers, uncovering hidden strengths and untapped opportunities that will shape your path forward.

System Setup

We process your data to create key metrics and financial models that help you understand the performance and position of your business.

Engineering Your Victory Plan

Using historical data, we build a forecast and establish realistic, actionable targets for the company, aligning growth strategies with financial goals.

Getting Everyone on Board

We align every department through clear KPIs and weekly check-ins, transforming your company's vision into daily actions that every team member can own and champion.

Review, Refine, Win

Weekly tracking, monthly planning. Every cycle moves your numbers up.
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