Bookkeeping, Accounting & CFO Services in San Diego, CA
San Diego biotech founders, defense contractors and craft brewers rely on PSG for rigorous books and CFO guidance matched to a diverse coastal economy.
San Diego biotech founders, defense contractors and craft brewers rely on PSG for rigorous books and CFO guidance matched to a diverse coastal economy.
San Diego anchors California's southern coast next to the Mexican border, with a deep natural harbor and a major naval presence that supports shipbuilding and defense contractors. Life sciences and biotech cluster around Torrey Pines and the University of California San Diego, alongside telecommunications and software firms. Tourism, beaches and a nationally known craft brewing scene fuel hospitality, while cross border trade, construction and a large community of restaurants and professional firms round out the economy.
San Diego biotech startups need careful tracking of grants, research spending and investor funds, while defense contractors require compliant contract accounting. Breweries and restaurants depend on inventory, excise and payroll accuracy, and cross border businesses need clear intercompany reporting. PSG provides dependable monthly bookkeeping and fractional CFO leadership on budgets, runway and fundraising preparation as San Diego companies scale.
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 San Diego 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 National City, Chula Vista, La Mesa, El Cajon and Santee.
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“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.