Business Details
23 Years
experience
Trusted Accounting Services in San Francisco
At CFO Rick, we have dedicated ourselves to transforming financial challenges into opportunities for growth since our founding. With over two decades of experience serving businesses, families, and individuals, we provide tailored financial solutions that prioritize clarity, compliance, and strategic planning. Our team combines deep expertise in accounting, tax preparation, and investment consulting to deliver personalized services that align with each client's unique goals. Headquartered in San Francisco, we extend our reach to Mexico and the United Kingdom, ensuring our clients receive localized insights with global perspective.Our commitment to excellence is reflected in our track record of helping organizations achieve financial stability and growth through meticulous bookkeeping, expert contract negotiation, and innovative budgeting strategies. We pride ourselves on fostering long-term relationships built on trust, transparency, and a shared commitment to financial success.
Services
Business Tax Returns
Personal Tax Preparation
Financial Consulting
Payroll Management
Tax Planning
Investment Portfolio Management
Contract Negotiation
Budgeting Strategy
Outsourced CFO Services
Health Benefits Administration
Details
- Year established: 2003
Highlights and features
- We offer 20+ years of experience in accounting and tax services.
- Our team provides personalized financial solutions tailored to client needs.
- We specialize in complex business and personal tax return preparation.
- Our global presence spans San Francisco, Mexico, and the UK.
- We combine technical expertise with transparent, client-focused service.
Services
Business Tax Returns
Our business tax return services ensure accurate compliance with federal and state regulations while optimizing deductions. With over 20 years of experience, we handle complex filings for companies of all sizes, providing strategic tax planning to minimize liabilities and maximize savings. Our team works closely with clients to maintain audit readiness and financial transparency.
Personal Tax Preparation
We simplify personal tax preparation through comprehensive return filing and strategic planning. Our experts identify eligible deductions and credits while ensuring compliance with evolving tax codes. With specialized experience serving high-net-worth individuals, we provide tailored solutions that optimize financial outcomes and reduce tax burdens for families and individual taxpayers.
Financial Consulting
Our financial consulting services encompass investment strategy, portfolio management, and business financial planning. We deliver customized insights to help clients achieve long-term financial goals through data-driven analysis and market expertise. With decades of experience, we provide actionable recommendations that enhance financial performance and investment growth.
Payroll Management
We manage complete payroll processing including tax compliance, wage calculations, and benefits administration. Our system ensures timely payments while maintaining adherence to regulatory requirements. As an extension of your HR department, we handle payroll complexities so you can focus on core business operations with complete confidence.
Tax Planning
Our proactive tax planning integrates with annual budgeting to create year-round savings strategies. We analyze business operations to identify legitimate tax reduction opportunities while maintaining full compliance. This forward-looking approach helps organizations retain more earnings through optimized tax positions aligned with their financial objectives.
People
Rick Belgarde
Founder and CEO
With over 30 years in accounting, Rick founded CFO Rick in 2003 after roles at KPMG and the Oakland A's. He specializes in contract negotiation and strategic financial management, combining technical expertise with global business perspective.
Karen Keller
Tax Director
Karen brings 30+ years of tax compliance experience, specializing in high-net-worth individuals and complex entities. She leads our tax division with expertise in efficient return preparation and strategic tax planning for businesses and individuals.
Paulina Huerta
Managing Director
Paulina oversees CFO Rick's Mexico operations, applying her extensive financial management experience to deliver tailored accounting solutions. She ensures seamless cross-border financial services while maintaining local market expertise.
Questions
What accounting services does CFO Rick offer?
We provide business tax returns, payroll management, financial reporting, contract negotiation, and outsourced CFO services tailored to your organization's needs.
Do you handle personal tax preparation?
Yes, we specialize in personal tax returns, portfolio management, and financial planning for individuals and high-net-worth families.
How experienced is your team?
Our leadership has over 30 years of combined experience in accounting, tax compliance, and financial strategy across diverse industries.
Do you operate internationally?
Yes, we serve clients from our headquarters in San Francisco, with offices in Mexico and the United Kingdom.
What sets CFO Rick apart from competitors?
We combine technical expertise with personalized service, global reach, and a proven track record of delivering measurable financial improvements.
