Bookkeeping, Accounting & CFO Services in Temecula, CA
Temecula wineries, Old Town hospitality owners and business park manufacturers turn to PSG for inventory accounting, seasonal cash planning and fractional CFO guidance.
Temecula wineries, Old Town hospitality owners and business park manufacturers turn to PSG for inventory accounting, seasonal cash planning and fractional CFO guidance.
Temecula lies in southwestern Riverside County, between Inland Empire suburbs and San Diego County. Its wine country draws visitors to many wineries, while Old Town Temecula supports restaurants, tasting rooms, boutiques and event venues. Beyond tourism, the city has a sizable business park sector with medical device makers, light manufacturers and distributors, plus a growing base of healthcare practices, contractors and home service companies serving new residential communities throughout the valley.
Wineries and hospitality businesses in Temecula face seasonal visitor traffic, inventory held for long periods and alcohol related tax obligations that require careful tracking. Manufacturers need product costing and inventory control, while contractors depend on job costing. PSG provides accurate bookkeeping, inventory accounting and fractional CFO forecasting that help Temecula owners manage harvest and event seasons, price confidently and plan capital projects.
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 Temecula 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 Murrieta, Lake Elsinore, Menifee, Hemet and Perris.
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240+
Portfolio Companies
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Raised over the Last 12 Months
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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.