You have accounting questions. We have the right answers.
Over 30 years of experience in guiding startups and small to mid size businesses with their financial needs & goals.
Why Choose Us
Over 30 years of experience helping startups, small and mid-size companies.
Profit and Loss
Statements
Having the right information helps make better decisions. For you or your investors.
Accounts Payable &
Receivables
24/7 dedicated support team ready to assist you with making invoices, collecting payments and paying vendors.
Long-Term Financial Planning
A plan from day 1 to make sure your businesses financials interests and focused in the right direction.
The guidance your business has been waiting for. . . is here!
Accounting & Bookeeping
Top bookkeeping firm for startups; monthly reconciliation and investor‑ready reporting.
Tax & Compliance
Business and personal tax preparation, R&D credits and strategic planning to save on taxes.
Wealth Planning & Benefits
Group health insurance, 401(k) plans and personal wealth strategies for founders and employees.
Strategic Budgeting and Planning
We help you maintain control over expenses and drive high-profit margins, empowering your business
Global Presence
Offices in San Francisco, Mexico and the UK, offering cross‑border expertise and support
Engaging Investor Relations
We have collaborated with numerous companies to create investor-friendly businesses.
Startup Support
Strategic campaigns that drive engagement and deliver results.
Consulting
Expert guidance to navigate starting, growing and selling businesses.
Our Story
Achieving Financial Success
Your trusted partner for comprehensive financial solutions.
With an impressive career spanning over 30 years, Rick Belgarde, with a wealth of accounting, startup, small business financial experience, has built a successful career spanning diverse industries. His expertise sets CFO Rick apart as your trusted partner for financial success.
✓ 30+ years of industry experience
✓ Helped multiple clients successfully exit
✓ Large network of providers and resources
Meet Our Team
The talented people behind our success
Rick Belgarde
CEO & Founder
Leading our vision with 30+ years of experience in startup, small/mid sized business accounting.
Karen Keller
TAX DIRECTOR
Karen has 30+ years of experience in making the tax compliance process as painless as possible.
Paulina Huerta
Managing Director CFO Rick Mexico
Paulina brings executive and financial experience to her Managing Director role providing efficient, compliant support in our Mexico office.
Free up your time to focus on innovation – let CFO Rick handle your accounting, taxes and benefits.
Contact Us Today
Let’s talk! Our first conversation is free!