Bookkeeping, Accounting & CFO Services in San Ramon, CA
San Ramon technology firms, practices and home service contractors partner with PSG for disciplined books and forward looking CFO support in the Tri-Valley.
San Ramon technology firms, practices and home service contractors partner with PSG for disciplined books and forward looking CFO support in the Tri-Valley.
San Ramon is a Contra Costa County city in the Tri-Valley, between Danville and Dublin along the interstate corridor east of Oakland. The Bishop Ranch business park is a major employment center, hosting corporate offices, technology firms, telecommunications and professional services. The city's affluent, well educated population supports healthcare practices, tutoring and enrichment centers, restaurants and fitness studios, as well as remodelers and home service contractors across its planned neighborhoods.
San Ramon technology and professional service firms need accurate revenue recognition, contract tracking and clear project margins. Healthcare and enrichment businesses want reliable payroll and revenue reporting, and home service contractors rely on job costing. PSG delivers consistent monthly bookkeeping and fractional CFO support for budgeting, forecasting and planning for growth or acquisition in a competitive Bay Area market.
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 Ramon 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 Danville, Dublin, Hayward, Pleasanton and Walnut Creek.
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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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“As a home service business owner, understanding complex financials and Unit Economics always seemed overwhelming—until we started working with Phoenix Strategy Group.”
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.