Bookkeeping, Accounting & CFO Services in Rancho Cucamonga, CA
Rancho Cucamonga distributors, manufacturers and franchise owners near Victoria Gardens can count on PSG for accurate books and CFO guidance built for growth.
Rancho Cucamonga distributors, manufacturers and franchise owners near Victoria Gardens can count on PSG for accurate books and CFO guidance built for growth.
Rancho Cucamonga sits in western San Bernardino County at the foot of the San Gabriel Mountains, part of the Inland Empire along historic Foothill Boulevard. Once known for vineyards in the Cucamonga Valley, it now hosts distribution centers, manufacturers and logistics firms in its southern industrial areas, alongside professional services and healthcare offices. Victoria Gardens anchors retail and dining, and contractors, franchise owners and home services serve a well established, growing community.
Logistics firms and manufacturers in Rancho Cucamonga need inventory, freight and cost tracking by customer, while franchise and retail owners need multi location reporting. Contractors rely on job costing and California payroll support. PSG keeps books reconciled monthly, builds reporting by product, location or job, and delivers fractional CFO guidance on pricing, equipment financing and cash flow for Inland Empire growth.
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 Rancho Cucamonga 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 Upland, Ontario, Montclair, Chino and Jurupa Valley.
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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.