Condominium Financial Management

They are exceptional at what they do. I highly recommend them.

I worked closely with this company as a member of our condo board of directors for 6 years, 4 of which as president. I found them to be very professional and, in particular, found the owner/accountant, Linnea Juarez, to be very knowledgable and up to date on the California Civil Code laws that apply to condominiums. They were always very responsive and remained objective in their advise. They were fastidious about following rules and laws and were often available for consultation after regular business hours and weekends, if needed.

Efficient and fast response time.

I feel compelled to post this feedback in the hope of saving those whom may be considering hiring this company your time and energy evaluating. I did not choose this company and wanted to share why. The primary strength and selling point is their knowledge of Davis-Striling HOA regulations for California and general HOA operational policy and procedures, as evidenced by the one and only reference of six which returned my call. When I asked the reference what the company does well and what can be approved the reply was that “they really know the Davis-Stirling stuff”. During the short referral call I received no feedback on the company’s accounting and finance services and abilities. While compliance, procedure and code working knowledge is good it is not the business they advertise; they advertise as HOA financial management/accounting. Further, showing off their knowledge on Davis-Stirling camouflages any shortcomings in their primary service offering of financial accounting/management. Another reason I found this company unacceptable is the owner, Linnea Juarez, as she is very aggressive as well as arrogant feeling her knowledge on Davis-Stirling trumps the need to be customer first and satisfaction oriented, and to be transparent and forthright about fees, costs, systems, and procedures. I would think a bay area Silicon Valley company would understand and recognize that underlying systems, authentication, data flow, and interconnects including data security and encryption are reasonable information to voluntarily disclose not to mention provide when requested. Last, I kept having the feeling this company positions itself in your operation in order to up sell other services, which I confirm when I reviewed BBB and online reviews. This company looks for every opportunity to add services and thus invoice charges above and beyond the agreed contract which was confirmed by a review which stated “they nickel and dime” you. Because of all of the aforementioned reasons I highly suggest you save yourself time and stress by looking at other companies. Recommend the owner takes this feedback seriously and change. To Linnea’s co-owner and daughter … you were fantastic … thanks!

Condominium Financial Management is a pleasure to work with. As an Association Manager, I appreciate CFM's responsiveness, industry knowledge, integrity, and professionalism. I would give CFM more than Five Stars!