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Who We Are

Committed to Excellence

At New Financial Management LLC, we understand that filing tax returns and maintaining sophisticated bookkeeping is not always easy. We are dedicated to providing our best services to you or your business to free you from burden of tax preparation and bookkeeping. 

New Financial Management’s owner, Cindy Liu, is a CPA with many years of hands-on experiences in tax return preparation both for individuals and small businesses. She graduated with a MBA degree (with focuses on accounting and finance) from Vanderbilt University. She used to work for different CPA firms specialized in tax preparation and HR Block. Besides taxation, she also has years of diversified work experiences including accounting, bookkeeping and investment management and is a Chartered Financial Analyst (CFA). 

Give us a call today to set up your free consultation.