Month-end close
Books closed in days, not weeks — so the numbers are current when you need them.
Fractional CFO & Accounting · San Francisco
Stop managing vendors. Start deploying infrastructure.
CFO Rick is a financial operating system for companies that are done drowning in spreadsheets: real-time numbers, a 4-day month-end close, and true multistate tax compliance.
- 30+ years founder expertise
- 4-day month-end close
- 50-state sales tax nexus
- Mexico office
Your numbers, finally in one place
The problem you're solving
Your numbers shouldn't be a second job.
Most companies are juggling a bookkeeper, a payroll provider, a tax preparer, and a stack of spreadsheets — and none of it talks to each other. Decisions get made on stale numbers. Surprises show up at tax time.
- 01Disconnected tools that don't syncEvery vendor keeps its own version of the truth, so the numbers never line up.
- 02Reports that arrive weeks lateBy the time the close lands, the moment to act has already passed.
- 03No one accountable for the big pictureEveryone handles a slice. Nobody owns the whole financial picture.
The CFO Rick operating system
One system. One source of truth.
We replace the patchwork with a synchronized financial operating system: automated daily feeds, a 4-day month-end close, and owner-level dashboards you can actually act on.
Cash position
Know exactly where you stand today, not last month.
Daily reporting
Feeds that update themselves, so you never chase a spreadsheet again.
Visibility
Dashboards built for decisions, not just for the file.
Services overview
Full financial leadership, without a full-time CFO
Deploy just the modules you need — or the whole operating system.
Fractional CFO
Synchronized service modules and a four-tier escalation path for real strategy.
Explore fractional CFOOutsourced Accounting
Books, payroll, close and cash flow handled end to end.
See outsourced accountingMultistate Tax Compliance
Nexus monitoring and VDA exposure across 50 states.
Understand multistate complianceProof & credibility
Built by people who have done this for decades
30+years of experience
100sof companies served
4-daymonth-end close
8person team
Founder Rick Belgarde (30+ years) and a KPMG-trained Tax Director lead a team of eight — including a dedicated Mexico office.
How it works · the readiness audit
See your financial operating system in 30 minutes
No obligation, no jargon. Just a straight look at your numbers and what a stronger system would change.
A free Scaling Readiness Audit
A 30-minute conversation to map how your financials actually run today.
A clear map of where you'd save time and money
We show you the gaps, the risks, and the quick wins in plain language.
A phased plan to deploy the modules you need
Start with one module or the whole system — on your timeline, at your pace.
Ready when you are
Your books handled. Your growth unblocked.
Talk to the team that runs the engine behind companies like yours.