CFO Rick, Inc. is a San Francisco-based accounting firm that offers a portfolio of experience, knowledge and satisfied clients to all who are in need of financial guidance. We believe in helping you achieve your maximum financial potential and security in both your business and personal lives. By contributing our expertise and resources to your business strategy, we can help predict the future viability and profitability of your industry. Ever since Rick Belgarde took an intro accounting course in high school, he's wanted to work in accounting.

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Small Business Accounting

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CFO Rick offers all the services that a typical in-house accounting department provides, except we devote more personal attention to your financial well-being than anyone else. The team at CFO Rick has expierence managing the books of multiple companies. We manage payroll, handle deposits, provide financial reports, keep on eye on sales tax needs, reconcile bank statements to accounting systems like Quickbooks and can help during IRS audits. We work with you identify all of your accounts payable and make sure they get paid on a regular basis.

For Families and Individuals

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In its history, CFO Rick has worked with numerous families and individuals of high net worth in the SF Bay Area with their accounting and investing needs. We provide our customers with the right types of reports and financials, so they can make the most informed investments. We watch the markets every day for our clients.

Personal Tax Return Services

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Don't let personal tax returns and preparing for them scare you. We have been doing personal taxes for individuals and families for decades. We will take the stress out of tax preparation for you and find you the best way to maxmize your deductions and credits. Taxes are complicated and we know how to simplify the tax code so you can get the maximum number of deductions and tax credits. We work with you to figure out how we can maxmize your credits and deductions to get you the most efficient tax return.

Business Tax Return Services

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Business Tax returns can be complicated and overwhelming. CFORick's business tax return services make it easy for businesses to focus on running their business, while the CFORick team keeps an eye on your taxes for you. We have over two decades of business tax return preparation experience. We have worked with companies of varying sizes to make sure their tax returns are prepared with accuracy and honesty.

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