Bookkeeping, Accounting & CFO Services in Novato, CA
Novato founders in life sciences, construction and professional services across northern Marin can depend on PSG for investor ready books and grounded CFO level planning.
Novato founders in life sciences, construction and professional services across northern Marin can depend on PSG for investor ready books and grounded CFO level planning.
Novato is the northernmost city in Marin County, stretched along the freeway corridor between San Rafael and Petaluma. Its business mix leans toward life sciences and research, with the Buck Institute for Research on Aging on its hillside campus, alongside professional services, healthcare practices, contractors and specialty retail. The redeveloped Hamilton Field area and a SMART rail station support offices and housing, while proximity to Sonoma wine country brings food, beverage and hospitality companies into the local mix.
Research oriented firms and startups in Novato often manage grant income, investor reporting and careful runway planning, while contractors need accurate job costing in a high cost labor market. Professional firms and practices need clean monthly closes and reliable California payroll support. PSG maintains accurate books, prepares investor and lender ready reporting, and provides fractional CFO guidance on budgeting, burn rate, pricing and hiring decisions that fit Marin's premium cost structure.
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 Novato 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 Petaluma, San Rafael, Richmond, Vallejo and Rohnert Park.
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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.