Accounting Services

Accounting Services

CFO Rick has been in business for 15 years, offering accounting services to Bay Area small and midsize businesses. From the small start up to the growing corporation, and from compliance to long-term planning, CFO Rick will keep your business running smoothly.

Rick Belgarde will personally help you with all important financial decisions. If you need a dedicated fiscal consultant, he is your as-needed controller. But CFO Rick is not only your new CFO, but also your entire accounting department. You can count on our experienced team to manage and record your financial transactions and customize accounting services that are right for the unique needs of your organization. We work only with small businesses so we understand the issues that you face every day.

CFO Rick accounting and tax services are available on a weekly, bi-weekly, monthly, or yearly basis and include:

  • Bookkeeping

  • Payroll

  • Small business/startup consulting
  • Budgeting

  • Accounts receivable/payable

  • Bank reconciliation

  • Income tax planning

  • Tax planning and preparation

  • Notary

  • LLC & incorporation services

  • Sales tax

  • And preparation of financial statements, financial reporting statements, Income statement (profit & loss), balance sheets, cash flow statements, transaction/journal entries, general/expenses ledger, assets/equipment ledgers, aging report & summaries, and more.


“CFO Rick does a great job handling my company’s taxes for the year as well as the general bookkeeping. I’ve been very pleased with the staff and their level of professionalism.”