Your Peace of Mind is Our Number One Priority.
And the way we deliver that peace of mind is by providing every client with worry-free exceptional general ledger services that you can depend on. Our reporting is precise. Our ledgers are accurate. And at the end of the day, we are humbled to have served so many clients, over nearly a half century, who have trusted CFM as the most efficient way to manage their finances.
We hold ourselves to the highest standards. We protect and guard your finances as if they were our own because we know that our success is measured not only by how well we do our job, but also by how well we treat you, our clients.
Our goal is simple (and two-fold): to provide the exceptionally precise, reliable reporting you expect with the integrity, kindness, and courtesy you deserve. Ultimately, we deliver peace of mind so you can be assured you’ll always be able to find what you need, when you need it
Northern California’s Trusted Choice For Financial Management Services
For nearly half a century, CFM has proudly served our neighbors in Northern California by providing expert financial management services.
We are a family owned and operated business with deep roots in our community. We are proud of our legacy of success but we don’t take it for granted. Rather, we work hard every day to continue to earn the trust you put in us. Because we know that while our specialty may be numbers…our business is people.
Our business was founded on the simple principles of providing the finest financial management with a personal touch of kindness and courtesy. We’re glad you’re here. Feel free to reach out with any questions at any stage of the process. We look forward to putting our expertise to work for you.