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A proud provider of HOA Management for Northern California

Focused on quality and care

CFM is a premier financial management provider for community associations across Northern California. As a family run business, they aim to add a personal touch to the variety of professional services they offer associations of all sizes.

For access, expertise, and constant quality control – HOAs in Northern California choose Condominium Financial Management Inc.

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Mother and Daughter, Linnea Juarez and Stacie Donnelly operate Condominium Financial Management, Inc together – combining a family-first approach with extensive CAM experience. Both are CCAM certified

Specialized in your community’s bottom line

With a specialty in association financial management, CFM focuses on ensuring every community we managed is fiscally secure and prepared for the future. Out comprehensive HOA finance services cover every base with constant attention to detail.

  • Accounts receivable

  • Delinquencies & collections

  • Accounts Payable

  • Financial Reports

  • Budget preparation

  • General ledger services

  • Escrow Services

What Makes CFM Different:

With a specialty in financial management, HOAs in Northern California can rest assured that when they know they need a fresh approach to association finances, they can rely on CFM. 

A focus on finances: as an HOA management company specializing in condo and homeowners association finances, Northern California communities can be certain they get the expertise they need when they’re looking to improve their financials. 

Family owned, family oriented: as a family owned and operated company, you can expect a higher level of service from CFM, and an attentiveness that simply can’t be found with large, corporate competitors.

A nationwide network: CFM is a member of Innovia co-op, the largest alliance of community association managers in the country. This gives your community the scale of over 1.1 million households – opening the door to modern technology, vendor relationships, and more. 

Learn more about Condominium Financial Management | Northern California’s Resource for Better Community Finances

With deep roots in accounting for Northern California’s businesses and families, Linnea Juarez transformed the family business – Herbert N. Krauss Tax and Accounting to Condominium Financial Management Inc., in 1980. Since then, the company has consistently set the bar for HOA financial management in Northern California.

CFM is a proud member of the Management Business Council of the California Association of Community Managers (CACM), and has been an accredited Community Management Business since 1999.

Learn More at Condofinancial.com

Locally established, nationally supported

 

As an industry leader and member of Innovia co-op, the nation’s largest cooperative of CAM companies, Majerle communities gain exclusive access to greater purchasing power, vendor relationships, discounts, and more. 

What does that mean for homeowners and boards? Greater efficiencies, better partnerships, and happier communities. 

 

Condominium Financial Mgmt, Inc.

Walnut Creek
60 Mayhew Way,
Walnut Creek, CA 94597
United States (US)
URL: https://innoviaco-op.com/locations/condominium-financial-management-walnut-creek-ca/

  • Condominium Financial Mgmt, Inc.

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