People + Process
NUMBER OF MINUTES IT TAKES FOR ANY OF RICK’S CHILDREN TO TRAVEL FROM THEIR HOME TO HIS
Rick Francis, CPA
Rick helps clients uncover problem situations and overcome issues in the areas of audit, tax, estate, and succession planning.
For Rick, family is the tie that binds. Which is why he feels blessed that all five of his kids live close to home. He and his wife especially cherish regular visits from their four grandchildren.
In the same way, Rick is grateful for his clients, many of whom have become like family over the years.
With more than 40 years of public accounting experience, Rick specializes in working with family-owned and owner-managed businesses. He is often praised for his excellent communication skills, which enable him to effectively implement unique tax, estate, business, and succession planning ideas and concepts for his clients. His experience also includes tax preparation for corporations, individuals, trusts, and estates.
Known for his client-first approach, Rick has a history of identifying opportunities that help his clients achieve financial success.
Prior to joining AEM, Rick led his own firm for nearly 35 years. He founded Francis & Associates, PA, in 1978 and merged with AEM on November 1, 2013. In his role as Business Partner, Rick continues to focus on exceptional personal services and client communication.
In addition to regular visits, Rick and his wife enjoy spending time with their family on outdoor excursions. Their favorite outings include boating and beach trips. Rick also spends a great deal of time serving his church and community.
- University of Illinois, Master of Accounting
- University of Illinois, B.S. in Accounting
- American Institute of Certified Public Accountants
- Minnesota Society of Certified Public Accountants