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CFO Rick, Inc.

San Francisco accounting firm offering bookkeeping, fractional finance leadership and multistate tax compliance

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About CFO Rick, Inc.

CFO Rick, Inc. is an accounting firm in San Francisco, founded in 2003 by Rick Belgarde. Before starting it he worked in accounting roles at a drive-in theatre, an amusement park and the Oakland A's, and later ran a high net worth division at KPMG.

The firm acts as a fractional finance partner, combining daily accounting, tax tracking and advice in one workflow.

Services

  • Foundation ledger: daily bookkeeping and transaction categorisation.
  • Operations sync: reconciling payables and receivables, cash flow forecasting and vendor management.
  • Tax architecture: entity structuring, deduction planning and liability modelling.
  • Strategic advice: regular executive reviews and financial reporting.
  • Multistate nexus tracking: monitoring sales, warehouse activity and hiring across all 50 states for tax exposure.
  • Payroll integration: payroll, benefits and withholding handled as one service.

Key facts

  • Based in: San Francisco, United States
  • Founded: 2003
  • Languages: English and Chinese (Mandarin) site versions

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

As of 2026-10-07. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Founded
2003 (23 years) evidence sent

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