Bookkeeping, Accounting & CFO Services in Oro Valley, AZ
Oro Valley practices, resort operators and home service firms below the Santa Catalina Mountains can depend on PSG for accurate books and thoughtful CFO planning.
Oro Valley practices, resort operators and home service firms below the Santa Catalina Mountains can depend on PSG for accurate books and thoughtful CFO planning.
Oro Valley sits in Pima County on the northern edge of the Tucson metro, framed by the Santa Catalina Mountains and next to Catalina State Park. The town is home to a notable life sciences presence, including Roche's diagnostics operations, along with golf resorts, healthcare practices, professional firms and upscale retail. An affluent residential base that includes many retirees supports wealth advisors, home services, fitness studios and restaurants, while outdoor recreation brings visitors throughout the cooler months.
Professional practices and life sciences suppliers in Oro Valley need clean monthly reporting and careful payroll, while resorts, restaurants and fitness businesses face seasonal swings driven by winter visitors. Home service firms need job costing and receivables discipline. PSG keeps books accurate and reconciled, sets up reporting by service line or location, and provides fractional CFO guidance on cash reserves, pricing and growth for companies serving northern Pima County.
Arizona uses a transaction privilege tax rather than a traditional sales tax, and cities add their own rates on top of the state portion. Businesses also file state income and payroll withholding, so revenue should be recorded by activity type and location.
General information only, not tax advice. Rules change, so confirm specifics with a tax professional.
Yes. We work with Oro Valley 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, transaction privilege 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 Tucson, Marana, Casa Grande, Sierra Vista and Maricopa.
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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.