Bookkeeping, Accounting & CFO Services in Brea, CA
Brea manufacturers, distributors, and tech firms in North Orange County work with PSG for accurate inventory accounting and CFO level planning.
Brea manufacturers, distributors, and tech firms in North Orange County work with PSG for accurate inventory accounting and CFO level planning.
Brea is a city in northern Orange County, near Fullerton, La Habra, and Yorba Linda, with roots in early California oil production. Today it combines a regional shopping mall and a walkable downtown with business parks hosting corporate offices, manufacturers, distributors, and technology firms. Its location near the junction of Orange, Los Angeles, and San Bernardino counties attracts logistics and wholesale companies, alongside healthcare practices, restaurants, and professional services firms.
Brea manufacturers and distributors need accurate inventory valuation, landed cost tracking, and customer margin reporting. Technology firms need revenue recognition and investor ready metrics, and restaurants and retailers manage high labor and occupancy costs. PSG handles monthly bookkeeping and close, and our fractional CFOs build forecasts, working capital plans, and margin analysis that support growth across Southern California.
California requires most LLCs and corporations to pay an annual minimum franchise tax, charges state sales and use tax through the CDTFA, and has strict payroll and wage rules. Several cities also impose their own business or gross receipts taxes.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Brea 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, California 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 La Habra, Placentia, Fullerton, Yorba Linda and Anaheim.
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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.