Bookkeeping, Accounting & CFO Services in Palm Desert, CA
Palm Desert retailers on El Paseo, property managers and hospitality operators in the Coachella Valley can rely on PSG for clear books and CFO guidance through every season.
Palm Desert retailers on El Paseo, property managers and hospitality operators in the Coachella Valley can rely on PSG for clear books and CFO guidance through every season.
Palm Desert sits in the heart of the Coachella Valley in Riverside County, known for the upscale El Paseo shopping district, championship golf courses and resort living. Hospitality, luxury retail, real estate, healthcare and professional services drive the economy, and a California State University San Bernardino campus in town adds education. Seasonal residents swell the population in winter, supporting restaurants, home services, landscaping and property management firms that serve the valley's many country club communities.
Hospitality, retail and property management businesses in Palm Desert face strong seasonal swings, so cash planning and staffing models matter. Contractors and landscapers need job costing, while medical and professional practices need clean monthly closes and California payroll support. PSG keeps books accurate and reconciled, builds reporting by property, location or season, and delivers fractional CFO guidance on reserves, pricing and year round profitability.
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 Palm Desert 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 La Quinta, Cathedral City, Indio, Coachella and Palm Springs.
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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.