Bookkeeping, Accounting & CFO Services in San Gabriel, CA
San Gabriel restaurateurs, importers and family business owners rely on PSG for accurate books and clear guidance as they grow across the San Gabriel Valley.
San Gabriel restaurateurs, importers and family business owners rely on PSG for accurate books and clear guidance as they grow across the San Gabriel Valley.
San Gabriel is a San Gabriel Valley city in Los Angeles County, centered on the historic San Gabriel Mission and neighboring Alhambra, Rosemead and Temple City. The city is known across Southern California for its Chinese and broader Asian dining scene, with restaurants, bakeries and tea shops lining Valley Boulevard and its plazas. Import and export companies, real estate agencies, medical and dental offices, insurance brokers and tutoring centers make up much of its entrepreneurial base.
San Gabriel restaurants need accurate payroll, tip reporting and food cost control, while import and trading businesses rely on inventory and landed cost tracking. Real estate and service businesses want clean records that support bank financing. PSG provides consistent monthly bookkeeping and fractional CFO guidance on cash flow, margins and growth planning for owners expanding to new locations.
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 Gabriel 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 Alhambra, Rosemead, Monterey Park, Pasadena and El Monte.
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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.