Bookkeeping, Accounting & CFO Services in Bountiful, UT
Bountiful contractors, ecommerce founders, and practices along the Wasatch Front use PSG for organized books and planning that supports steady growth.
Bountiful contractors, ecommerce founders, and practices along the Wasatch Front use PSG for organized books and planning that supports steady growth.
Bountiful is a city in southern Davis County, Utah, on the benches of the Wasatch Front just north of Salt Lake City and south of Layton. Largely residential with established neighborhoods, it supports a steady base of healthcare practices, retail, and restaurants, while its proximity to Salt Lake City makes it popular with professionals and entrepreneurs. Local businesses include contractors and home services firms, direct sales and ecommerce companies, insurance agencies, and professional services practices.
Bountiful contractors and home services companies need job costing and seasonal cash planning, while ecommerce and direct sales businesses need inventory tracking, sales tax compliance across states, and channel profitability. Professional practices benefit from clear payroll and revenue reporting. PSG provides dependable monthly bookkeeping, and our fractional CFOs build forecasts, pricing reviews, and growth plans for owners across the Wasatch Front.
Utah has a flat state income tax and a corporate franchise tax, and sales tax rates vary by city and county. Fast growing businesses benefit from keeping payroll registrations and sales tax filings current.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Bountiful 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, Utah 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 Salt Lake City, Layton, West Valley City, Murray and Taylorsville.
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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.