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Customer Service

Professional Expertise.
Personalized Service.

CFM is a family run business and the premier accredited financial management services provider for community associations in Northern California. Our mission is simple: To create an exceptional experience, for every client, by delivering superior financial services with uncompromising professionalism, expertise, courtesy, and kindness. Founded in 1975, CFM is proudly family owned and operated. We are committed to providing seamless and worry-free financial management and bookkeeping services to clients across Northern California.

Providing Financial Management Services You Can Trust

CFM was founded in 1975 on the principles of integrity, professionalism, and service excellence. For nearly half a century, our clients have trusted our team with their accounting and financial needs. We are proud of the reputation we have built for honesty, accuracy, and efficiency. We create customized solutions that are designed to meet your association needs.

Accreditation Matters

When you work with us, you can be assured we are fully accredited and credentialed to expertly manage all of your financial needs. In fact, we are the only accredited organization to offer the level of comprehensive financial management services we offer to clients in Northern California.

Accreditation is more than simply a designation. It lends a credibility to our profession. It shows a commitment to the industry and to maintaining the highest levels of professionalism and expertise. And perhaps most important, it demonstrates our commitment to our clients.

We stay at the top of the game in our industry by maintaining memberships, as well as the respective certifications, offered by the following trade organizations:

Community Associations Institute (CAI)
California Association of Community Managers (CACM)
Educational Community for Homeowners (ECHO)

Expertise. Integrity. Excellence.

You can trust CFM for all of your accounting, bookkeeping and financial services needs.

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