Bookkeeping, Accounting & CFO Services in Calexico, CA
Calexico customs brokers, logistics firms, growers, and border retailers rely on PSG for accurate books and cash planning across two currencies and seasons.
Calexico customs brokers, logistics firms, growers, and border retailers rely on PSG for accurate books and cash planning across two currencies and seasons.
Calexico sits in Imperial County on California's border with Mexico, directly across from Mexicali and just south of El Centro. Its ports of entry make it a hub for cross border trade, with customs brokers, freight forwarders, and warehouses supporting manufacturing on both sides of the border. Agriculture across the Imperial Valley drives produce packing and farm services, and small businesses include retailers serving cross border shoppers, trucking firms, restaurants, and healthcare practices.
Calexico logistics and customs businesses need accurate freight, duty, and customer profitability tracking, often with payments in two currencies. Agricultural and packing operations face harvest driven cash cycles and seasonal payroll, and retailers depend on cross border shopper traffic. PSG keeps books accurate and reconciled, and our fractional CFOs build cash forecasts, currency aware reporting, and financing plans for owners.
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 Calexico 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 El Centro, Yuma, Coachella, La Quinta and Indio.
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“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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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.