Bookkeeping, Accounting & CFO Services in Thousand Oaks, CA
Thousand Oaks life sciences founders, professional practices and medical offices rely on PSG for investor ready books and fractional CFO strategy across the Conejo Valley.
Thousand Oaks life sciences founders, professional practices and medical offices rely on PSG for investor ready books and fractional CFO strategy across the Conejo Valley.
Thousand Oaks anchors the Conejo Valley in eastern Ventura County, between the San Fernando Valley and the coast. It is home to Amgen's headquarters and a cluster of biotech, life sciences and medical device firms, as well as California Lutheran University. The affluent community also supports wealth management and financial advisory practices, law and accounting offices, specialty medical practices, boutique retail, restaurants and home service businesses serving neighborhoods set among open space and hillside trails.
Life sciences startups and suppliers in Thousand Oaks need grant and R&D cost tracking, investor reporting and cash runway planning. Professional practices depend on accurate billing and partner level profitability, while specialty medical offices manage payer mix and staffing costs. PSG delivers accrual bookkeeping, board ready financials and fractional CFO support for budgeting, fundraising and succession planning, giving Conejo Valley owners a clear view of performance.
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 Thousand Oaks 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 Simi Valley, Camarillo, Oxnard, Santa Monica and Santa Clarita.
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“If you want to sleep better at night, hire Phoenix Strategy Group.”
“PSG and David Metzler structured an extraordinary M&A deal during a very chaotic period in our business, and I couldn't be more pleased with our partnership.”
“PSG saved my dream. They helped us get our financials in order and renegotiate our lending agreements, pulling us through a tough financial crunch.”
“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.”
“Hire PSG if you want to make your life easier and have accurate data.”
“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.