Business Details
23 Years
experience
Trusted Accounting Services in San Francisco
At CFO Rick, we have dedicated ourselves to providing comprehensive financial solutions for over two decades. Our expertise spans business accounting, personal tax returns, and strategic financial planning, serving clients ranging from small businesses to high-net-worth individuals. Founded in 2003 by Rick Belgarde, our team combines decades of experience with a personalized approach to ensure each client's financial well-being. With offices in San Francisco, Mexico, and the United Kingdom, we bring global expertise to local markets. Our services include meticulous bookkeeping, expert contract negotiation, and investor relations support, tailored to meet the unique needs of every client.We prioritize transparency, collaboration, and innovation, fostering a work environment that values continuous growth. Our leadership team, including Tax Director Karen Keller and Managing Director Paulina Huerta, brings specialized knowledge to every project. Whether assisting with payroll management, tax planning, or portfolio optimization, we are committed to delivering results that empower long-term success. Our clients trust us to navigate complex financial landscapes with integrity and precision. From tax preparation to strategic budgeting, CFO Rick remains your trusted partner for unleashing financial success.
Services
Business Tax Returns
Personal Tax Preparation
Payroll Management
Financial Consulting
Tax Planning
Details
- Year established: 2003
Highlights and features
- We offer 20+ years of experience in accounting and financial consulting.
- Our team provides personalized service tailored to client-specific needs.
- We operate globally with offices in San Francisco, Mexico, and the UK.
- Our leadership includes industry-recognized experts like Rick Belgarde and Karen Keller.
- We deliver comprehensive solutions spanning tax planning, payroll, and investment management.
Services
Business Tax Returns
Our business tax return services ensure accurate and compliant filings for companies of all sizes. We optimize deductions while adhering to regulatory requirements. Clients benefit from our 20+ years of expertise in navigating complex tax codes.
Personal Tax Preparation
We simplify personal tax preparation by maximizing deductions and credits for individuals and families. Our team handles complex filings with precision. Clients receive tailored guidance to optimize their financial outcomes.
Payroll Management
Our payroll services ensure timely payments and tax compliance for businesses. We manage end-to-end payroll processes while maintaining regulatory adherence. Clients gain peace of mind through accurate and efficient financial operations.
Financial Consulting
We provide strategic financial consulting for investment and portfolio management. Our experts deliver customized insights to grow wealth. Clients receive data-driven recommendations aligned with their financial goals.
Tax Planning
Our tax planning services integrate with budgeting to maximize savings. We identify opportunities for reducing tax liabilities through proactive strategies. Clients benefit from long-term financial efficiency and compliance.
People
Rick Belgarde
Founder and CEO
With over 30 years of accounting experience, Rick founded CFO Rick in 2003 after working at KPMG and professional sports organizations. He specializes in contract negotiation and strategic financial management.
Karen Keller
Tax Director
Karen brings 30+ years of tax expertise, specializing in high-net-worth individuals and entities. She joined CFO Rick 12 years ago to lead tax services after her KPMG career.
Paulina Huerta
Managing Director Mexico
Paulina oversees CFO Rick's Mexico operations, delivering financial solutions tailored to regional markets. She combines local market knowledge with global accounting standards.
Questions
What accounting services does CFO Rick offer?
We provide business tax returns, personal tax preparation, payroll management, financial consulting, and tax planning services tailored to individual and business needs.
How long has CFO Rick been in business?
CFO Rick was founded in 2003 by Rick Belgarde, with over 20 years of combined experience from our leadership team in accounting and financial services.
Which areas does CFO Rick serve?
We operate from San Francisco with offices in Mexico and the United Kingdom, serving clients across diverse markets through localized financial expertise.
Can CFO Rick help with tax planning?
Yes, our tax planning services integrate with budgeting to identify savings opportunities while ensuring compliance with evolving tax regulations for businesses and individuals.
Is payroll management part of your services?
We offer comprehensive payroll management including tax compliance, payment processing, and HR support to ensure accurate and timely employee compensation.
