Bookkeeping, Accounting & CFO Services in Walnut Creek, CA
Walnut Creek professional firms, medical specialists and downtown retailers rely on PSG for accrual books, KPI reporting and fractional CFO guidance in the East Bay.
Walnut Creek professional firms, medical specialists and downtown retailers rely on PSG for accrual books, KPI reporting and fractional CFO guidance in the East Bay.
Walnut Creek is a Contra Costa County city in the East Bay, set at the base of Mount Diablo and connected to San Francisco by BART and freeways. Broadway Plaza and a lively downtown make it a regional destination for upscale retail and dining. Office buildings house wealth management, insurance, legal, real estate and consulting firms, while medical specialists, fitness and wellness studios and home service businesses serve an affluent residential community.
Professional services firms in Walnut Creek need accurate time and billing, partner level profitability and forecasting that supports hiring decisions. Retailers and restaurants downtown manage high rents, payroll and sales tax, while medical specialists track payer mix and receivables. PSG provides accrual bookkeeping, KPI reporting and fractional CFO guidance for budgeting, succession and exit planning that help Walnut Creek owners operate with clarity.
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 Walnut Creek 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, Martinez, San Ramon, Berkeley and Pittsburg.
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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.