Trusted by 200+ Companies Like

We’re Here to Keep Your Books in Check

We’re partners in transforming numbers into insights since 1998.
With over 25 years of finance and accounting expertise, we deliver bookkeeping and accounting services beyond balancing the books.
From reconciling accounts to preparing detailed financial reports, our experienced team handles the heavy lifting with quality and care - so you can focus on what you do best: growing your company.

Beyond Basic Bookkeeping

Phoenix Strategy Group Clean Book

Squeaky-clean books, zero-stress, save hours monthly

Phoenix Strategy Group IRS ready financial
IRS-ready financials, done right
Phoenix Strategy Group Expense and Cash Tracking
Real-time expense & cash flow clarity
Phoenix Strategy Group US based accountant
US accountants, real answers, real fast

Financial support for Alhambra's family owned enterprises

The Alhambra business landscape

Alhambra sits in the western San Gabriel Valley of Los Angeles County, a few miles east of downtown Los Angeles and neighboring Monterey Park and San Gabriel. Main Street and Valley Boulevard are lined with restaurants, bakeries, and shops reflecting the area's large Asian American community. The business base is heavy on family owned food service, import and export trading, medical and dental practices, real estate, insurance, and professional services, many run by owners who manage both local and international relationships.

Finance priorities for Alhambra businesses

Alhambra restaurants and food businesses need tight control of food and labor costs plus accurate sales tax reporting. Import and trading companies must track inventory, landed costs, and foreign currency or supplier payments, while medical practices benefit from clear revenue cycle reporting. PSG provides reliable monthly bookkeeping and payroll support coordination, and our fractional CFOs help owners understand margins, plan expansions, and prepare the financial statements lenders request.

California tax and compliance notes

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.

Frequently asked questions

Does Phoenix Strategy Group work with businesses in Alhambra?

Yes. We work with Alhambra 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.

What does bookkeeping include for a Alhambra, CA business?

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.

When should a Alhambra company bring in a fractional CFO?

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.

Nearby cities we serve

We also work with businesses in San Gabriel, Monterey Park, Rosemead, Pasadena and El Monte.

Love Your Books Again

Accounts Receivable

Accounts Receivable

Track who owes you and get paid faster
Accounts Payable

Accounts Payable

Never miss a bill or vendor payment again
Catch Up Bookkeeping

Catch Up Bookkeeping

Get your books up to date, no matter how behind
Payroll

Payroll

Hassle-free processing and tax compliance
Software Solutions 

Software Solutions 

Setup and migration - QuickBooks, Xero, and beyond
GAAP Accounting

GAAP Accounting

Compliant financial reporting you can trust
Controller

Controller

Expert oversight of your company's finances
Financial Reports

Financial Reports

Key metrics that guide your business growth

Industries We Know Inside & Out

We work with middle market businesses across industries, with specialized solutions to fit your needs. To name a few:

Healthcare & Tech

Consumer Brands

SaaS

Home Services

Real Estate

Professional Services

Legal & Tech

Marketplaces

Experience the PSG Difference

Traditional firms keep finance and revenue in separate silos—we don't. Your finance team will not just be tracking numbers, but actively driving growth alongside your revenue operators.
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Accounting & Bookkeeping Firm

Clean & organize financial data
Clean & organize sales & marketing data
Clean & organize business data
Create financial metrics & reports
Implement systems to collect data
Create sales & marketing metrics
Create business metrics
Forecasting and budgeting
Turn forecast into actionable targets
Align the team with the targets
Review & refine the forecast and targets weekly
Exit Planning

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

What our founders are saying.

“If you want to sleep better at night, hire Phoenix Strategy Group.”

Patrick Wallain Ablemkr

Patrick Wallain

Founder / CEO, ABLEMKR

“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.”

Lauren Nagel Spoken Layer

Lauren Nagel

CEO, SpokenLayer

“PSG saved my dream. They helped us get our financials in order and renegotiate our lending agreements, pulling us through a tough financial crunch.”

Norman Rodriguez ElevateHire

Norman Rodriguez

Founder / CEO, ElevateHire

“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.”

David Darmstandler Data Path

David Darmstandler

Co-CEO, DataPath

“Hire PSG if you want to make your life easier and have accurate data.”

Michael Mancuso New Law Business Model

Michael Mancuso

CIO, New Law Business Model

“As a home service business owner, understanding complex financials and Unit Economics always seemed overwhelming—until we started working with Phoenix Strategy Group.”

Rob Mulvin All Pro Shade

Rob Mulvin

Founder / CEO, All Pro Shade
Integrations

Sync your favorite tools, seamlessly

Connect your tools, connect your teams. With over 100 apps already available in our reports, your team’s most impactful KPIs are just a click away.
QuickbooksXeroOracle NetsuiteSageStripeSquareHubspotSalesforceGoogleFacebookLinkedinShopifyMailchimpWhatsappZapierIntegration icon

Our Track Record Since 1998

240+

Portfolio Companies

$200m+

Raised over the Last 12 Months

100+

M&As Transacted

5+

IPOs

Schedule a 30 minutes FREE consultation, see how we can help your business

Meet our Chief Accounting Officer, Sam Kaplan.

Sam Kaplan

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.

How it works

Getting started with us is easy

Personalized Onboarding

First, let's get to know each other. Your dedicated team will dive into understanding your business and connect with your financial tools. Think of it as us becoming your financial partner – we want to get everything just right from day one.

Streamlined Communication

Got questions? We're all ears! You'll have direct access to your team whenever you need us. Whether you're wondering about a transaction or need to share some info, we're here to chat.

Accurate Books

The best part? Each month, you'll get crystal-clear financial reports – your P&L, Balance Sheet, and Cash Flow statement – showing exactly how your business is doing. Plus, you can check your accounts anytime to stay in the loop. No more guessing about your numbers!
Want to go off the track?

Your Business Isn't Cookie-Cutter. Neither Are We.

Create your ideal combination of financial and revenue operations, delivered by our team who've built and sold 9-figure companies.

Fractional CFO

FP&A, Strategic Finance, Forecasting, and Budgeting.

Bookkeeping & Accounting

Weekly Close, Tax Prep, Payroll, and GAAP Compliance.

Investment Banking

Valuation, Due Diligence, Deal Structure, and Negotiations.
HubSpot icon

Hubspot Implementation

Setup, Migration, Workflow Automation, and Training.

Data Engineering

ETL Pipeline, Data Warehouse, Analytics, and Dashboards.

Schedule a 30 minutes FREE consultation, see how we can help your business

Ready to drive your business success?

Get the peace of mind that comes from partnering with our experienced finance team.

Service Area
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Get the systems and clarity to build something bigger - your legacy, your way, with the freedom to enjoy it.