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Condominium Financial Management
- Bookkeepers
- Walnut Creek, CA
About this business
CFM is a mother and daughter team providing accrual based financial management services to Community Associations since 1975. CFM continues to be the premier financial management provider to community associations in Northern California. We are a family run business bringing a personal touch to our clients, while maintaining the advantage of a professional corporation. At CFM, building and maintaining client relationships is our top priority. Our principals are always accessible, and every client is assured the same level of... read more
Location details
60 Mayhew Way, Walnut Creek, CA, 94597, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
CFM does a remarkable job of keeping our HOA organized and on task with all of the legal and insurance requirements. We could not stay in compliance without them. They are efficient, competent, timely, responsive and fairly priced.
Our small (35 homes) community has worked with CFM for a number of years now, as treasurer I am the primary contact and have been super happy with the service! Cindy McGuire is especially great in that she has always been very responsive and keeps us informed of deadlines, Katrina as well with regard to annual budget, I don't know what we would do without these gals. I highly recommend CFM to any HOA needing financial management.
I have worked closely with CFM since becoming treasurer of our 55-unit co-op apartment building a few years ago. As a self-managed company, we rely on our financial documents heavily to build and follow budgeting and reserve contribution plans with slim margins. CFM's dedication to transparency and their diligent approach to tracking the smallest details correctly is amazing -- and very much appreciated. Any small mistakes (ours or theirs -- we are all human here) are corrected swiftly with wonderful patience and kindness. A... read more
We have used CFM for 2 years now at our HOA in San Francisco. They provide a great service. - Onboarding was straightforward. - The team is very professional and helpful both onboarding and on an ongoing basis. - The team has a great knowledge of rules and regulations regarding budgets, reporting and general HOA management. - The team are very available for items that require extra attention or special handling and always have informed advice We did consider one other service but this was out of state, after working with CFM... read more
Frequently asked questions about Condominium Financial Management
How is Condominium Financial Management rated?
Condominium Financial Management has a 3.8 star rating with 20 reviews.
When is Condominium Financial Management open?
Condominium Financial Management is closed now. It will open at 8:00 a.m.
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