Bookkeeping, Accounting & CFO Services in Danville, CA
Danville advisors, custom builders and downtown boutiques at the foot of Mount Diablo rely on PSG for refined financial reporting and CFO guidance on growth or succession.
Danville advisors, custom builders and downtown boutiques at the foot of Mount Diablo rely on PSG for refined financial reporting and CFO guidance on growth or succession.
Danville is an affluent town in Contra Costa County, in the San Ramon Valley at the base of Mount Diablo. Largely residential, it supports a business community of wealth advisors, attorneys, consultants, medical and dental practices, and high end home builders and remodelers. Its charming downtown features restaurants, wine bars and boutiques, and many residents run professional firms or serve clients throughout the East Bay and Tri Valley.
Professional firms need clean accrual books, profitability by client and planning for partner compensation. Custom builders and remodelers depend on job costing, deposit tracking and subcontractor management, while restaurants and boutiques manage labor costs. PSG delivers reliable monthly close and fractional CFO support on growth, succession and exit planning for Danville owners across the San Ramon Valley.
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 Danville 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 San Ramon, Walnut Creek, Dublin, San Leandro and Hayward.
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“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.”
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“As a home service business owner, understanding complex financials and Unit Economics always seemed overwhelming—until we started working with Phoenix Strategy Group.”
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.