Bookkeeping & close
Clean, organized books and a fast, reliable month-end close you can trust.
Fractional CFO Services
A CFO-level financial partner, without the full-time cost
Fractional CFO services that run your numbers like an operating system and steer your decisions like a partner.
What Fractional CFO Really Means
Not another vendor. Your financial command center.
A fractional CFO does more than close the books. CFO Rick gives you the structure, the numbers, and the judgment to make the next move with confidence.
Executive-level insight
Senior judgment applied to the numbers, so every decision is backed by what the data actually says.
One accountable team
A single, connected practice handling your books, close, and strategy — no hand-offs, no gaps.
Plain-English answers
Clear, jargon-free guidance you can act on — from day-to-day handling to owner-level strategy.
Synchronized Service Modules
Deploy the modules that fit where you are
Start where you need us most and scale the system as you grow.
Payroll & compliance
Accurate payroll and filings that keep you compliant without the guesswork.
Cash flow forecasting
See your runway and cash position clearly, so you can plan the next move.
Board & investor reporting
Investor-ready reporting and dashboards that keep stakeholders confident.
The Four-Tier Escalation Path
Clear who does what, at every level
A defined path from day-to-day handling to owner-level strategy means nothing falls through the cracks.
Bookkeeping & data
Accurate, organized books and the clean data everything else runs on.
Close & reporting
A fast month-end close and reporting you can actually read.
Forecasting & planning
Cash flow and growth planning that turns numbers into decisions.
Executive strategy
Owner-level strategy and judgment for the moves that matter most.
The Precision Operating Stack
Tools that sync, so you don't have to
Automated feeds, a 4-day close, and owner-level dashboards keep every number fresh and accountable.
- Automated daily data feeds
- 4-day month-end close
- Real-time owner dashboards
Why CFO Rick
The team behind the numbers
Founder-led with a KPMG-trained Tax Director and a dedicated Mexico office, so you get senior judgment at every layer.
30+
Years of combined experience
4-day
Month-end close
50-state
Nexus coverage
Mexico
Dedicated office
Free Scaling Readiness Audit
Let's see what a stronger system would change for you
In 30 minutes, we'll map the time and money on the table — no obligation.