Bookkeeping, Accounting & CFO Services in San Francisco, CA
San Francisco founders, restaurateurs and agencies work with PSG for investor ready books and fractional CFO leadership suited to the pace of the Bay Area.
San Francisco founders, restaurateurs and agencies work with PSG for investor ready books and fractional CFO leadership suited to the pace of the Bay Area.
San Francisco is the financial and cultural center of the Bay Area, packed onto a peninsula between the ocean and the bay. Software, artificial intelligence and venture backed startups fill neighborhoods from SoMa to Mission Bay, where biotech and life sciences also cluster. Finance, law and consulting remain strong downtown. Tourism supports hotels, restaurants and retail, and the city's neighborhoods sustain independent cafes, design studios, wellness businesses and specialty food makers.
San Francisco startups need clean revenue recognition, burn and runway tracking, and investor ready reporting ahead of each funding round. Restaurants and retailers face some of the country's strictest local labor rules, making payroll accuracy critical. Agencies and consultancies want project profitability. PSG delivers disciplined monthly bookkeeping and fractional CFO leadership on models, budgets and board reporting.
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 Francisco 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 Daly City, South San Francisco, Oakland, Alameda and San Bruno.
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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.