Bookkeeping, Accounting & CFO Services in Napa, CA
Napa wineries, vineyard managers and hospitality businesses rely on PSG for vintage aware bookkeeping and CFO guidance built for wine country's long cash cycles.
Napa wineries, vineyard managers and hospitality businesses rely on PSG for vintage aware bookkeeping and CFO guidance built for wine country's long cash cycles.
Napa is the seat of Napa County and the gateway to one of the world's most recognized wine regions. Wineries, vineyard management companies, custom crush facilities and wine distributors shape the local economy, while hospitality, fine dining and culinary tourism draw visitors to downtown Napa and the Oxbow Public Market. Supporting businesses include event planners, tour operators, landscapers, contractors, boutique hotels and professional firms serving both the wine trade and a steady flow of travelers.
Wineries need inventory accounting across vintages, cost of goods tracking and direct to consumer and wholesale channel reporting. Hospitality and event businesses face seasonal peaks and large tipped payrolls, while vineyard services manage harvest labor. PSG delivers precise monthly bookkeeping, channel and vintage profitability reporting, and fractional CFO planning that helps Napa owners manage cash cycles and fund 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 Napa 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 Vallejo, Vacaville, Petaluma, Novato and Martinez.
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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.