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Rubric Financial

About Rubric

An accounting firm built on experience and trust.

Rubric Financial brings partner-led, CPA-reviewed accounting and finance services to small businesses and individuals. The same partner every conversation. A licensed CPA on every filing. (Our sister practice for venture-scale founders operates as StartupCFO.AI.)

Rubric Financial — partner-led accounting, tax, and CFO services in San Francisco serving small businesses and individuals across the Bay Area

Our Approach

We believe accounting should give business owners clarity, not more spreadsheets. Every engagement is partner-led — Harry or Aparna runs your relationship from day one — with a licensed CPA reviewing every filing, and priced transparently so you know what you're paying for.

We combine traditional accounting craft with modern tooling and software to deliver accurate, timely, and useful financial information. The result: clean books, clean filings, and a finance partner who actually understands your business.

What We Believe

Every business owner deserves a finance team that picks up the phone, returns email the same day, and explains the numbers in plain English.

How We Work

Partner-led engagements with CPA review. Fixed monthly fees. Modern cloud-based stack. Proactive communication and accurate monthly close — every month.

Who We Serve

Small businesses and individuals — owner-operated firms, service businesses, professional practices, and high-income individuals. Building a venture-scale startup? See StartupCFO.AI, our sister practice for venture-scale founders.

What you can count on

Three commitments, written down.

CPA-signed accuracy guarantee

If a Rubric-signed return triggers a math-error notice, we fix it and pay the penalty. CPA review on every filing.

One-business-day response

Your partner replies within one business day — and there's no per-question fee. Year-round access, not just tax season.

Fee-only, no kickbacks

We don't sell insurance, annuities, or investment products. Our only revenue is your monthly fee. No conflicts.

Let's talk about your business.

A 30-minute conversation is the best way to see if we're a fit.

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