Founder & CEO
Rick Belgarde
30+ years across diverse industries, from small business tax planning to contract negotiation.
Founder-led accountability
About CFO Rick
A small, senior team — founder-led, big-firm trained, and global.
The people behind the numbers
CFO Rick is a small, senior team — founder-led, with a big-firm-trained tax director and a dedicated Mexico office. When you call, you talk to someone who knows your business.
Leadership
Led by decades of hands-on experience
Two leaders who have spent their careers inside the numbers — and who still pick up the phone when you need a straight answer.
Tax Director
Karen Keller
Big-firm trained, 30+ years leading tax strategy and compliance.
Big-firm trained tax leadership
The Full Team
A team of eight, one standard
From bookkeeping to enrolled-agent tax work to international operations, there's a senior person on every piece of your financials.
Melina Herrera
Accounting Manager
James Lansangan
Accounting Supervisor
Nikki Zhang
Enrolled Agent
LD Herrera
Staff Accounting Supervisor
Jeanni Pena
Staff Accountant Supervisor
Paulina Huerta
Managing Director, Mexico Office
Why Work With Us
Senior judgment, accessible pricing
You don't need a $200k CFO to run CFO-grade financials. You need a small senior team that treats your numbers like their own.
- Founder-led accountability
- Big-firm trained tax leadership
- Dedicated Mexico office for scale
Let's talk
Work with a team that knows your name
Let's find out if we're the right fit for your numbers.