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CFO Rick

Bookkeeper

Fractional CFO services in San Francisco. CFO Rick is your financial operating system: a 4-day close, real-time numbers, and 50-state tax compliance. Book a free audit.

Services

• Everything behind your numbers, handled
• A 4-day month-end close
• See the whole picture, not just the ledger
• Hand off the books. Keep your focus.
• Scope the modules you need
• Outsourced accounting, answered
• Bookkeeping
• Payroll
• Month-end close
• Cash flow management
• Tax-ready filings
• Owner-level reporting
• Scaling small businesses
• Startups ready for discipline
• Owner-managed companies
• Build your outsourced accounting stack
• Scope & engagement
• Data, security & confidentiality
• Not another vendor. Your financial command center.
• Deploy the modules that fit where you are
• Clear who does what, at every level
• Tools that sync, so you don't have to
• The team behind the numbers
• Let's see what a stronger system would change for you
• Executive-level insight
• One accountable team
• Plain-English answers
• Bookkeeping & close
• Payroll & compliance
• Cash flow forecasting

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Sources: Microsoft (CDLA-Permissive-2.0); business website read 2026-10-14. About our data.