Bookkeeping, Accounting & CFO Services in Pacifica, CA
Pacifica surf shops, restaurants and independent consultants along the San Mateo coast can rely on PSG for tidy books and calm, practical financial direction.
Pacifica surf shops, restaurants and independent consultants along the San Mateo coast can rely on PSG for tidy books and calm, practical financial direction.
Pacifica stretches along the San Mateo County coast just south of Daly City, strung between steep hills and a series of beaches along the coast highway. Linda Mar and Rockaway beaches draw surfers and day visitors, while the Devil's Slide area and coastal trails add outdoor tourism. The local economy centers on restaurants, surf shops, independent retailers, contractors and wellness businesses, plus a sizable community of remote professionals and consultants who work for Bay Area and Silicon Valley clients.
Restaurants and surf or outdoor retailers in Pacifica face weather and visitor driven swings, requiring careful inventory and cash planning. Contractors need job costing in a high cost labor market, and independent consultants need clean books, estimated tax planning and simple reporting. PSG keeps monthly books accurate and reconciled, provides clear profitability reporting, and offers fractional CFO guidance on pricing, reserves and growth for coastal businesses.
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 Pacifica 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 San Bruno, South San Francisco, Daly City, San Mateo and San Francisco.
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M&As Transacted
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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.