Bookkeeping, Accounting & CFO Services in Whittier, CA
Whittier medical practices, contractors and Uptown restaurants rely on PSG for dependable books, payroll support and fractional CFO planning in southeast Los Angeles County.
Whittier medical practices, contractors and Uptown restaurants rely on PSG for dependable books, payroll support and fractional CFO planning in southeast Los Angeles County.
Whittier is a southeast Los Angeles County city at the foot of the Puente Hills, founded by Quakers and home to Whittier College. Uptown Whittier's historic district supports restaurants, cafes and independent shops, and the city has a strong healthcare presence with hospitals and medical offices. Local businesses include contractors, auto services, real estate and insurance offices, family owned restaurants and distributors serving the Gateway Cities and wider San Gabriel Valley.
Medical practices in Whittier need accurate receivables tracking, payroll for clinical teams and profitability by provider. Contractors depend on job costing and progress billing, while restaurants and retailers watch labor, food costs and sales tax. PSG provides monthly bookkeeping, payroll support and fractional CFO forecasting that help Whittier owners improve margins, plan hiring and make confident decisions about growth and ownership transitions.
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 Whittier 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 Pico Rivera, La Mirada, Montebello, La Puente and La Habra.
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“If you want to sleep better at night, hire Phoenix Strategy Group.”
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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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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.