U.S.-wide. Headquartered in San Francisco.
Where we work.
Rubric Financial serves small businesses and individuals across the United States. We're headquartered in San Francisco at 2 Embarcadero Center, with concentrated client presence across the Bay Area cities below — and engagements run remotely with clients in any U.S. state.
Every engagement is scoped to where you operate and the tax and regulatory landscape you face there — single-state to multi-state, single-entity to multi-entity.
Bay Area
San Francisco, CA
Partner-led accounting, tax, and CFO services for small businesses and individuals in San Francisco.
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Oakland, CA
Accounting, tax, and CFO services for Oakland small businesses and individuals.
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Berkeley, CA
Accounting, tax, and CFO services for Berkeley small businesses, professionals, and academics.
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Palo Alto, CA
Accounting, tax, and CFO services for Palo Alto small businesses, professionals, and individuals.
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San Jose, CA
Accounting, tax, and CFO services for San Jose small businesses and professionals.
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California, CA
California small business tax, accounting, and fractional CFO — partner-led and CPA-reviewed.
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Texas, TX
Texas small business tax, accounting, and fractional CFO — no state income tax, but franchise tax still matters.
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New York, NY
New York small business tax, accounting, and fractional CFO — state, city, and unincorporated business tax under one roof.
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Florida, FL
Florida small business tax, accounting, and fractional CFO — no state income tax, popular for relocators.
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