Bookkeeping, Accounting & CFO Services in Rancho Palos Verdes, CA
Rancho Palos Verdes consultants, medical practices and hospitality businesses on the Palos Verdes Peninsula can rely on PSG for polished books and strategic CFO guidance.
Rancho Palos Verdes consultants, medical practices and hospitality businesses on the Palos Verdes Peninsula can rely on PSG for polished books and strategic CFO guidance.
Rancho Palos Verdes occupies much of the Palos Verdes Peninsula in the South Bay of Los Angeles County, with dramatic coastal bluffs, trails and ocean views. The city is primarily residential and affluent, and its business community consists largely of consultancies, professional firms, medical and dental practices, real estate agencies and home based companies whose owners serve clients across Los Angeles. Coastal resorts such as Terranea, golf and tourism support hospitality and event businesses.
Consultancies and professional firms in Rancho Palos Verdes need clean books, project profitability and planning for owner compensation and taxes, while medical practices need billing and receivables reporting. Hospitality and event businesses face seasonal demand and California payroll complexity. PSG keeps books reconciled monthly, builds reporting by client or service line, and offers fractional CFO guidance on cash flow, pricing and growth strategy.
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 Palos Verdes 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 Torrance, Redondo Beach, Carson, Gardena and Long Beach.
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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.