Venture capital firm

CFO Rick, Inc.

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

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TrustList summary

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

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

Gallery

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Categories & features

Rankings

CFO Rick, Inc. is ranked on 3 TrustList rankings: #13 on 2 and #19 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. CFO Rick, Inc. has no reviews yet and 2 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Venture capital firm · 3 rankings

#13of 246
Series a
It is one of 3 here listing growth stage.
Of the top 57 here, 28 also cover series and 21 also cover seed stage; 5 also work in Silicon Valley and 5 also work in London.
Behind Karista, ahead of Startup Capital Ventures.
#13of 130
Growth stage
It is one of 8 here listing series a.
Of the top 69 here, 18 also cover artificial intelligence and 15 also cover healthtech; 16 also work in New York City and 13 also work in San Francisco.
Behind Cipio Partners, ahead of Bain Capital Ventures.
#19of 184
San francisco
It is the only one of the top 53 here listing series a and one of 8 here listing growth stage.
Its profile: “is an accounting firm in San Francisco, founded in 2003 by Rick Belgarde.”
Of the top 53 here, 10 also cover partners and 8 also cover growth stage; 7 also work in Boston and 5 also work in Hong Kong.
Behind 5AM Ventures, ahead of Claremont Creek Ventures.