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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Services

Reinventing Financial Planning & Analysis

Over the course of 3 - 6 months, We put skin in the game, working alongside you to maximize your value through a proven system and then help you grow the company.

Accounting

Clean up and organize all your financial and business data for crystal-clear insights

Fractional CFO

Management experts that steer your business in the right direction

Data System

Data systems that increase visibility and unify the whole organization

Investment Banking

Position your business for a sale at double your current valuation
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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

Our track record.

240+

portfolio companies

$200m+

raised over the last 12 months

100+

M&As transacted

5+

IPOs

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

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
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

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

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.