Bookkeeping, Accounting & CFO Services in Morgan Hill, CA
Morgan Hill wineries, manufacturers and downtown businesses rely on PSG for accurate books and CFO insight where Silicon Valley meets wine country.
Morgan Hill wineries, manufacturers and downtown businesses rely on PSG for accurate books and CFO insight where Silicon Valley meets wine country.
Morgan Hill lies in southern Santa Clara County, between San Jose and Gilroy, where Silicon Valley gives way to orchards, vineyards and open hills. The city hosts technology and manufacturing firms in its business parks, and the surrounding area supports wineries, farms and nurseries. A charming downtown filled with restaurants and tasting rooms, along with outdoor sports and recreation facilities, draws visitors, and small businesses include contractors, professional firms, healthcare practices and retailers.
Wineries and farms need inventory and harvest cost tracking, while tech and manufacturing firms require product costing and investor ready reporting. Restaurants and tasting rooms manage labor and seasonal visitor traffic, and contractors rely on job costing. PSG delivers consistent monthly bookkeeping, practical reporting and fractional CFO guidance that helps Morgan Hill owners manage cash flow and plan growth.
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 Morgan Hill 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 Gilroy, Watsonville, Campbell, San Jose and Santa Clara.
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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.