Budget preparation is a key step in managing the finances of your business. We can help. Our team are experts at evaluating, planning, and preparing a budget that will help you stay on track to meet your needs and achieve your business goals.

At CFM, we believe in doing things the right way the first time. To always begin with the end in mind. And that starts with understanding your business goals and then pulling back to create and prepare a budget, a financial roadmap if you will, that will help you get there.


Building and maintaining client relationships is our top priority. And we believe the best way to build strong relationships is with clear, consistent communication at every step of the process. You can reach out to our team anytime with questions or concerns or ideas. We’ll lend guidance and expertise and offer solutions at every step of the budget preparation process. We’re glad you’re here and we’re honored you’ve chosen to work with CFM.

Your One-Stop For Comprehensive Financial Management Services In Northern California

Our business was founded nearly a half century ago on the principles of working hard, delivering superior service, and treating our clients like family. Today, our team is proud to carry on this tradition as we serve our friends and neighbors in the community.

As a family owned and operated business, we know what it’s like to put your heart and soul into making sure your business is successful. We know it’s what you’re committed to doing every day. We’re here to support you. And we do that by ensuring the highest levels of integrity and accuracy in our financial management services so that you have the peace of mind to focus on other things such as running your business.

Think of us as partners in your success. Lean on us and reach out with any questions or concerns. We’re here to serve and we’re here to help.

Expertise. Integrity. Excellence.

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