Small Businesses

CFO Rick offers all the services that a typical in-house accounting department provides, except they devote more personal attention to your financial well-being than anyone else. Services include:

  • Bookkeeping
  • Payroll

  • Accounts Receivable
  • Accounts Payable
  • Tax Preparation
  • Employee Benefits
  • Contract Negotiation

  • Controller Functions

  • Accounts Receivable
  • Budgeting & Planning

  • Business & Financial Consulting
  • Investor Relations

Individuals & Families

In its history, CFO Rick has worked with numerous families and individuals of high net worth in the Bay Area. Services include:

  • Personal CFO

  • Financial Portfolio Management
  • Tax Preparation
  • Retirement Funds
  • Investment & Financial Consulting
  • Bill Payment

Taxes can be confusing, stressful and time consuming.

But this shouldn’t prevent you from filing on time and avoiding unnecessary late-fees. The best way to ease your tax anxieties is to put your financial portfolio in trusted hands.

Our experts will guide you through the jungle of corporate and personal taxes, federal and state tax law, hidden write-offs and complicated forms so your taxes are filed correctly and on time.

We look out for your best interests not just for the current year, but for your entire financial future.


“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.”