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Delivering Results
On-Time, as Promised, on Budget

A woman in business attire working at a desk on a laptop.
Performance Financial Group (PFG) creates value and profitability for clients by solving and avoiding the most complex business challenges.
 
PFG offers a holistic approach to business and financial services, meaning that accounting, finance, and project management disciplines are integrated with technology to increase your field of vision and provide comprehensive solutions.

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This approach is what makes PFG unique.  PFG combines broad technical expertise with best-in-class tools and processes that help businesses succeed.  

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The PFG mission is to be the premier accounting and finance partner for entrepreneurs and success-oriented businesses.

Performance Financial Group was founded in 2020 and represents over 30 years of experience with numerous success stories.

  • Over $100M in M&A transactions

  • Strategic forecasting & planning for organizations from pre-revenue to over $750M

  • Over 3,000 training hours provided - financial management, project management, earned value, accounting, scheduling, etc.

  • Over $20M in tax problems directly solved and incentives gained

  • Multiple ERP implementations (Deltek Costpoint); 10+ years experience as systems administrator

  • Month/Quarter/Year-End Closes for small, mid-, and large businesses

  • Pricing and baseline planning for proposals up to and exceeding $1B

  • Planning and controls for programs and project portfolios exceeding $500M

  • Leadership, training, and support for over 300 direct and indirect staff across multiple organizations

  

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PFG CORE VALUES
Integrity

Performance
Service
Commitment
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These values are the guiding principles upon which PFG is built.  Performance Financial Group is about delivering as promised, creating value, doing it right, and going the extra mile.  And, maybe have fun along the way!

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The PFG business model is simple – we structure our engagement to your needs. Whether you need a defined deliverable such as a tax return, ongoing/indefinite support such as interim or fractional CFO services, or a reliable partner to dig in and help solve a problem or achieve a goal, we’ve got you covered.  Schedule your free consultation and let’s talk!

Do any of these situations sound familiar?

I get accounting data from the system but it takes a long time and/or I don’t know if it is correct.
 
Schedule a Call
 
I get accounting data, but not analysis, forecasts, or actionable intelligence.
Schedule a Call
Our business processes are not optimal; it takes too long to get simple things done.
 
Schedule a Call
 
We recently implemented a new accounting system, and its not going as smoothly as it should.
 
Schedule a Call
 
We need to get a bank loan or raise capital, and need to prepare.
 
Schedule a Call
 
Our cash management processes could be looked at.  We’ve been caught a time or two with unexpected emergencies. 
Schedule a Call
 
Every day we’re putting out fires.
 
Schedule a Call
We need better forecasts and analysis to make informed decisions.
 
Schedule a Call
 
We need to be sure that we’re compliant with GAAP, tax regulations, Federal Acquisition Regulations (FAR), our contract, our credit agreement, etc.
Schedule a Call
 
We have a project that is behind schedule or over budget.  What can we do?
 
Schedule a Call
 

REQUEST A FREE CONSULTATION TODAY

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