Unleashing Financial Success, One Partnership at a Time.
CFO Rick is a leading provider of comprehensive financial solutions for individuals and businesses worldwide. Founded by Rick Belgarde, a seasoned finance professional with over 30 years of experience, the company offers a unique blend of expertise and personalized guidance to empower financial success.
Our Vision
Our mission is to empower businesses and individuals to achieve their financial goals through comprehensive financial guidance and strategic solutions. We believe in building lasting relationships with our clients and creating a positive impact on their financial well-being.
Our Expertise
Our team of experienced professionals offers a comprehensive range of services across:
Business Tax Returns
- Comprehensive tax planning and strategies to maximize your savings
- Efficient filing of business tax returns to ensure accuracy and compliance
- Personalized support throughout the process to minimize stress and confusion
Personal Tax Returns
- Stress-free preparation of your personal tax return with maximum deductions and credits
- Explanation of complex tax code in clear, easy-to-understand language
- Proactive guidance to optimize your financial situation
Accounting Services
- Comprehensive bookkeeping and accounting solutions for businesses of all sizes
- Specialized expertise in tax accounting, financial reporting, and budgeting
- Regular financial analysis to track performance and identify opportunities for growth
Beyond the Numbers
CFO Rick goes beyond simply managing your finances. We take a holistic approach to financial success, focusing on:
- Business Strategy: Consulting on financial planning, operational efficiency, and market analysis to enhance profitability and growth.
- Human Resources: Optimizing your workforce potential through recruitment, training, and performance management.
- Leadership Development: Empowering individuals to reach their full potential and achieve success.
Global Reach
With offices in San Francisco, Mexico, and the United Kingdom, CFO Rick provides personalized financial guidance to clients worldwide. Our diverse team is able to seamlessly navigate different cultures and languages to deliver exceptional service wherever you are in the world.
General Impressions
Reviews for CFO Rick are mixed, with some clients expressing high satisfaction with the service they received, while others had negative experiences.
Positive Reviews
Many reviewers praised CFO Rick's expertise, professionalism, and helpfulness. They mentioned that he provided integral solutions for their businesses, helped them grow, and offered valuable advice on investments. Some reviewers appreciated the patient and attentive service, feeling comfortable discussing their financial situations. Others highlighted the exceptional service and advocacy provided by CFO Rick and his team, particularly in dealing with the IRS.
Negative Reviews
On the other hand, some reviewers had negative experiences with CFO Rick, citing disrespect, untrustworthiness, and toxicity. They mentioned encountering rude behavior, racism, and uncooperative colleagues. Some reviewers reported difficulties in getting responses or updates, and experienced billing issues or charging for services they didn't receive. Others felt that CFO Rick was unresponsive and irresponsible, leading to stress and frustration.
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