Bookkeeping, Accounting & CFO Services in Rialto, CA
Rialto trucking companies, warehouse service providers and contractors in the Inland Empire can depend on PSG for accurate books and CFO guidance through freight cycles.
Rialto trucking companies, warehouse service providers and contractors in the Inland Empire can depend on PSG for accurate books and CFO guidance through freight cycles.
Rialto sits in San Bernardino County in the heart of the Inland Empire, between Fontana and San Bernardino, with freeway access that has made it a hub for large distribution centers. Trucking companies, freight brokers, warehouse service providers and equipment suppliers form a major part of the business base, while contractors, auto services, restaurants and retailers serve a growing, largely bilingual community. Many owners run family businesses serving customers across the Inland Empire.
Trucking and warehouse service firms in Rialto need cost tracking by load, lane or customer, fleet and fuel accounting, and payroll that meets California rules for shift workers and drivers. Contractors need job costing, and retailers manage margins. PSG keeps books reconciled monthly, builds margin reporting by customer or job, and delivers fractional CFO guidance on pricing, equipment financing and cash flow.
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 Rialto 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 Fontana, Colton, San Bernardino, Highland and Riverside.
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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.