Trusted by 200+ Companies Like

Here's What's in Our CFO Toolbox

Financial Modeling

Financial Modeling

Strategic models that illuminate your company's path forward
Financial Analysis (FP&A)

FP&A

Convert financial and business data into decisive business actions
Forecasting & Budgeting

Forecasting & Budgeting

Plan your future growth with precision and confidence
Expense Management

Expense Management

Streamline costs and maximize your bottom line
Cashflow Management

Cashflow Management

Optimize your cash position and fuel sustainable growth
Weekly KPIs

Weekly KPIs

Track the metrics that matter for your success
Fundraising Support

Fundraising Support

Tell your financial story to attract the right investors
M&A Support

M&A Support

Navigate transactions with confidence and clarity

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.
Phoenix Strategy Group LogpPhoenix Strategy Group Logp

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

What our founders are saying.

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

Patrick Wallain Ablemkr

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 Spoken Layer

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 ElevateHire

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 Data Path

David Darmstandler

Co-CEO, DataPath

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

Michael Mancuso New Law Business Model

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.”

Rob Mulvin All Pro Shade

Rob Mulvin

Founder / CEO, All Pro Shade
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.

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.
HubSpot icon

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

Great team + clear metrics = your freedom

When you put the Right Data in front of an Empowered Team, they get better.

Get the systems and clarity to build something bigger - your legacy, your way, with the freedom to enjoy it.