Business Details
Trusted Accounting & Tax Advisors in Fort Collins
At Rickards & Company & Company, we have dedicated ourselves to providing comprehensive accounting, tax, and advisory services tailored to the unique needs of small to mid-sized businesses, non-profit organizations, and individuals. With over three decades of service to the Fort Collins community, our team combines deep technical expertise with a personalized approach to help clients navigate complex financial landscapes. Our professionals specialize in tax compliance and planning, accounting systems optimization, and non-profit sector advisory, supported by our participation in the QuickBooks ProAdvisor program. We distinguish ourselves through leadership coaching services that address both financial and human performance, drawing on decades of experience in attestation engagements and business transformation.Our commitment to excellence is reflected in our proactive strategies for minimizing tax liabilities, maximizing cash flow, and ensuring compliance with evolving regulations. We maintain rigorous internal controls and business process reviews while offering strategic planning support for organizational growth. Our team's extensive experience with privately held middle-market companies and non-profit boards positions us to deliver actionable insights that drive profitability and long-term success. Through personalized consultations, we assist clients in business formation, succession planning, and financial goal setting. Our local roots and community focus ensure that every service we provide contributes to building a solid financial foundation for our clients' futures.
Services
Tax Planning
Accounting Services
Non-Profit Audits
QuickBooks Support
Leadership Coaching
Highlights and features
- 30+ years serving Fort Collins businesses with personalized financial strategies
- QuickBooks ProAdvisor program offering 20-30% software discounts
- Specialized non-profit accounting expertise from board-experienced professionals
- Leadership coaching combining financial acumen and human performance optimization
- Proactive tax planning minimizing liabilities across all entity types
Associations and certifications
- QuickBooks ProAdvisor
Services
Tax Planning
Our tax planning services help clients legally maximize income and assets through proactive strategies. We analyze evolving tax laws to develop customized plans that minimize liabilities while supporting long-term financial goals. Our experts provide ongoing guidance for individuals, businesses, and estate planners.
Accounting Services
We offer comprehensive accounting solutions including system setup, cash flow management, and financial statement preparation. Our QuickBooks ProAdvisors provide software implementation and training while maintaining accurate records that enable business owners to focus on core operations.
Non-Profit Audits
Specialized audit and advisory services for tax-exempt organizations address unique compliance challenges. We help non-profits establish internal controls, prepare financial reports, and navigate regulatory requirements while supporting strategic planning and board governance.
QuickBooks Support
As QuickBooks ProAdvisors, we provide software setup, system integration, and ongoing technical support. Our expertise helps businesses optimize accounting processes while qualifying for exclusive software discounts of 20-30%.
Leadership Coaching
Our leadership development programs combine financial expertise with performance coaching. We help executives improve organizational effectiveness through strategic planning, change management, and business acumen training tailored to individual and team development goals.
People
Jill Rickards
CPA & Leadership Coach
Jill Rickards & Company & Company brings 40 years of accounting expertise, having operated three firms and led transformative financial programs across the US and Europe. She specializes in non-profit attestation engagements and business coaching that improves financial relationships.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting including bookkeeping, financial reporting, payroll processing, and QuickBooks support. Our services help small businesses maintain accurate records while focusing on growth.
How do you support non-profit organizations?
We offer specialized accounting, audit preparation, and compliance guidance tailored to non-profits, leveraging our team's extensive board experience and understanding of sector-specific regulations.
What tax planning strategies do you use?
Our proactive approach includes scenario analysis, tax law monitoring, and customized strategies to minimize liabilities while maximizing cash flow and long-term wealth preservation.
Do you offer QuickBooks software discounts?
As QuickBooks ProAdvisors, we provide 20-30% discounts on software purchases along with implementation support and training to optimize accounting systems.
What leadership coaching services are available?
Our coaching programs focus on financial acumen development, organizational effectiveness, and personal performance improvement through strategic planning and change management techniques.
