Bookkeeping, Accounting & CFO Services in Cerritos, CA
Cerritos retailers, importers and professional practices along the Los Angeles and Orange County line depend on PSG for clear margins and well organized books.
Cerritos retailers, importers and professional practices along the Los Angeles and Orange County line depend on PSG for clear margins and well organized books.
Cerritos is a planned city in southeastern Los Angeles County on the Orange County border, near Norwalk and Buena Park. It is widely known for its large auto mall and regional shopping center, and its commercial districts host distributors, import and export businesses, professional offices and medical practices. A diverse, largely Asian American and Latino community supports restaurants, tutoring centers, specialty retailers and family owned service businesses.
Auto related and retail businesses manage inventory, floor plan financing and margins, while importers and distributors need landed cost tracking and receivables control. Medical practices and learning centers focus on collections and payroll. PSG keeps books reconciled monthly, clarifies margins by product or location and provides fractional CFO support on financing, expansion and cash management for Cerritos 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 Cerritos 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 Cypress, Bellflower, Buena Park, La Mirada and Stanton.
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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.