Your full stack finance & accounting team.
We work with founders and companies, providing comprehensive financial support, from basic bookkeeping to fractional CFO services, with the goal of driving long-term business success.
We work with founders and companies, providing comprehensive financial support, from basic bookkeeping to fractional CFO services, with the goal of driving long-term business success.
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.
“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.”
“Hire PSG if you want to make your life easier and have accurate data.”
“As a home service business owner, understanding complex financials and Unit Economics always seemed overwhelming—until we started working with Phoenix Strategy Group.”
Financial and Business Data Clean-Up
We clean up your books and business data and restructure the chart of accounts to ensure financial clarity and accuracy. We do accounting for both your financial and business data.
KPI Development
We work with you to create impactful KPIs that truly matter to your business. We set up FP&A systems and coach your team, so you're not reinventing the wheel.
Strategic Business Decisions
We help you answer crucial business questions like when to raise capital and when to make new hires, enabling you to make informed decisions and drive your business forward.
Effortless GAAP Compliance and Weekly Reconciliation
Seamlessly manage your finances with accrual basis accounting, ensuring GAAP compliance and weekly reconciliation for absolute financial accuracy.
Real-Time Financial Model Synchronization
Keep your financial model and reports up-to-date with real-time synchronization across all data sources, ensuring you always have the latest financial insights at your fingertips.
Maximum Insight, Minimal Time Commitment
Spend no more than 5 minutes monthly on financials and gain a comprehensive view of your business, optimizing both time and insight. We take care of your headaches.
240+
Portfolio Companies
$200m+
Raised over the Last 12 Months
100+
M&As Transacted
5+
IPOs
Initiating a new journey or transitioning between accounting services is a breeze. Your devoted finance specialist will be there from the onset: they will guide you through the onboarding process, familiarize themselves with your financial practices, and collaborate with you as your business expands.
Seeking support beyond basic accounting? Feel free to augment your package with extra services tailored to your requirements. Whether it's client invoicing or budget development, we're dedicated to assisting your expanding enterprise.
Say goodbye to exporting CSV files and sending email attachments. Our seamless integration with existing services your business utilizes, such as QuickBooks, Gusto, and Expensify, ensures a smooth experience.
Every week, you'll receive a comprehensive report featuring your profit and loss, balance sheet, and cash flow statement from the previous month. Your weekly financial reports will also encompass relevant metrics tailored to your particular industry. For startups, we determine your burn rate.