Bookkeeping, Accounting & CFO Services in Oakland, CA
Oakland founders, food makers and creative agencies across the East Bay can count on PSG for investor ready books and CFO guidance that keeps pace with Bay Area costs.
Oakland founders, food makers and creative agencies across the East Bay can count on PSG for investor ready books and CFO guidance that keeps pace with Bay Area costs.
Oakland is the Alameda County seat and the working heart of the East Bay, with the Port of Oakland moving containers along its waterfront and major employers such as Kaiser Permanente and Clorox headquartered downtown. The city blends tech startups, food and beverage producers, cannabis operators, creative agencies, construction firms and nonprofits with a strong culture of independent restaurants and retail. Neighborhoods from Jack London Square to Uptown and Fruitvale each support their own small business ecosystems.
Oakland companies face high labor costs, complex local and state regulations, and investors or funders who expect clean reporting. Food producers and distributors need inventory and margin tracking, startups need runway planning, and cannabis businesses require careful cost accounting. PSG delivers accurate monthly bookkeeping, payroll support coordination and investor ready financials, then adds fractional CFO guidance on budgeting, pricing, fundraising and cash flow suited to the East Bay's demanding environment.
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 Oakland 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 Alameda, Berkeley, San Leandro, San Francisco and Richmond.
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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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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.