What is CFO Rick Inc. Your Financial Partner's NAICS code?

CFO Rick Inc. Your Financial Partner's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

Insights

Growth potential Mid-sized accounting services firm with global experience and a revenue range of 10M-25M presents cross-sell opportunities for expanded advisory, tax planning, and fractional CFO services to scale client financial operations.

Operational efficiency Tech stack includes QuickBooks, SAP, Shopify, and Microsoft 365 indicating potential for workflow optimization, automation engagements, and integration projects for clients using similar platforms.

Cross-border capability North America and UK presence with multinational experience suggests targeting US-MMexico-UK mid-market companies needing compliant, scalable financial operations and global payroll/billing support.

Service expansion Comprehensive services from bookkeeping to corporate taxes create opportunities to upsell full-service outsourced finance functions, especially for firms without in-house accountants.

Market positioning Position as partner for trailblazers and innovators aligns with fast-growing startups and SMEs seeking compliant growth, enabling a tailored sales approach focused on scalable financial governance.

CFO Rick Inc. Your Financial Partner Tech Stack

CFO Rick Inc. Your Financial Partner uses 8 technology products and services including QuickBooks, WordPress, SAP, and more. Explore CFO Rick Inc. Your Financial Partner's tech stack below.

QuickBooks

Accounting And Finance

WordPress

Content Management System

SAP

Customer Relationship Management

E-commerce

Live Chat

Endurance Page Cache

Web Platform Extensions

CFO Rick Inc. Your Financial Partner Email Formats	Example	Percentage
First@cforick.com	John@cforick.com	58%
FLast@cforick.com	JDoe@cforick.com	25%
Last@cforick.com	Doe@cforick.com	9%
First.Last@cforick.com	John.Doe@cforick.com	8%

CFO Rick Inc. Your Financial Partner Email Formats

Example

Percentage

First@cforick.com

John@cforick.com

58%

FLast@cforick.com

JDoe@cforick.com

25%

Last@cforick.com

Doe@cforick.com

First.Last@cforick.com

John.Doe@cforick.com

Frequently Asked Questions

What is CFO Rick Inc. Your Financial Partner's phone number?

You can contact CFO Rick Inc. Your Financial Partner's main corporate office by phone at

+1-415-821-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CFO Rick Inc. Your Financial Partner's official website and social media links?

CFO Rick Inc. Your Financial Partner's official website is cforick.com and has social profiles on LinkedIn.

How much revenue does CFO Rick Inc. Your Financial Partner generate?

As of August 2026, CFO Rick Inc. Your Financial Partner's annual revenue is estimated to be $10M - $25M.

What is CFO Rick Inc. Your Financial Partner's SIC code and NAICS code?

CFO Rick Inc. Your Financial Partner's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does CFO Rick Inc. Your Financial Partner have currently?

As of August 2026, CFO Rick Inc. Your Financial Partner has approximately 22 employees across 3 continents, including North America, Asia and Europe. Key team members include Founder: E. D., Ejer: J. R. and Lead Staff Accoutant: Q. Z. Explore CFO Rick Inc. Your Financial Partner's employee directory with LeadIQ.

What industry does CFO Rick Inc. Your Financial Partner belong to?

CFO Rick Inc. Your Financial Partner operates in the Accounting industry.

What technology does CFO Rick Inc. Your Financial Partner use?

CFO Rick Inc. Your Financial Partner's tech stack includes QuickBooks, WordPress, SAP, Shopify, Mailchimp, Microsoft 365, Brevo and Endurance Page Cache.

What is CFO Rick Inc. Your Financial Partner's email format?

CFO Rick Inc. Your Financial Partner's email format typically follows the pattern of First@cforick.com. Find more CFO Rick Inc. Your Financial Partner email formats with LeadIQ.

When was CFO Rick Inc. Your Financial Partner founded?

CFO Rick Inc. Your Financial Partner was founded in 2003.

CFO Rick Inc. Your Financial Partner

Q: What technology does CFO Rick Inc. Your Financial Partner use?

CFO Rick Inc. Your Financial Partner's tech stack includes Open Graph, PHP, Slick, YouTube, Google Maps.

AccountingCalifornia, United States11-50 Employees

CFO Rick Inc. Your Financial Partner is an accounting firm based in San Francisco, California. It offers a comprehensive range of back-office financial services, including accounting, payroll, billing, bookkeeping, and personal and corporate tax work for organizations that do not have a full-time accountant on staff. The firm works with associates across North America—including the US and Mexico—and the United Kingdom, drawing on decades of global experience. Its client base ranges from small businesses to larger companies, and it emphasizes helping these organizations grow in a sustainable and compliant manner. Beyond traditional accounting, CFO Rick positions itself as an advisory partner that supports clients in focusing on building their businesses.

Insights

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