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CCMI Team Category
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OUT & ABOUT – February 2024
29 Feb 2024 by: CCMI

At the Firm Brian, Matt, Kim, and Tina spent a day offsite planning for the quarterly goals (or “rocks” as we call them internally). The…

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OUT & ABOUT– January 2024
25 Jan 2024 by: CCMI

At the Firm Brian has been busy wrapping up 2023’s compliance activities and setting up the firm’s compliance program for 2024. Early year activities include…

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OUT & ABOUT – October 2023
25 Oct 2023 by: CCMI

At the Firm The CCMI team hosted a wonderful open house event for our local clients to welcome everyone to our new office. We also…

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OUT & ABOUT September 2023
28 Sep 2023 by: CCMI

At the Firm CCMI has been settling into our new office.  The boxes are gone and the major work is done, with only minor decorations…

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OUT & ABOUT– August 2023
24 Aug 2023 by: CCMI

At the Firm As of August 21, we have a new location! CCMI officially moved to our new office at 6265 Greenwich Drive #201, San…

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OUT & ABOUT– July 2023
27 Jul 2023 by: CCMI

At the Firm The CCMI Team spent a day in July at our Annual Business Planning Meeting.  This years meeting was held at the University…

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OUT & ABOUT – JUNE 2023
27 Jun 2023 by: CCMI

At the Firm  As announced in last month’s Out & About, the CCMI team will be moving offices. The new office is being built out…

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OUT & ABOUT – MAY 2023
26 May 2023 by: CCMI

At the Firm  We have exciting news to announce!  After over fifteen years in our Mission Valley office, CCMI will be moving to a new…

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Out & About – February 2023
24 Feb 2023 by: CCMI

At the Firm  The CCMI team enjoyed a lunch offsite to celebrate team birthdays (Tina and Katie) for Q1.  We tried a restaurant called Steamy…

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OUT & ABOUT – JANUARY 2023
30 Jan 2023 by: CCMI

At the Firm  The last month of the year is always busy as we implement final strategies to help save money on taxes. These strategies…

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