Sylvia Carpenter went above and beyond to get me the information I needed. I was dreading this call and she made it easy. Sylvia was pleasant, knowledgeable and efficient! Thank you Sylvia!!! read more

I love working with CFM. I work for a title company and we work with them very frequently to get accounting statements and transfer properties to the new owners. Their system is simple to use and easy for our clients. Carol is amazing. If I have questions or need additional help she is always able to help. So happy to work with her! read more

As Treasurer of Lenox Place HOA, I have worked with CFM for the past 6 months. What an excellent organization to work with. I can't speak highly enough about the entire team. Highly recommend! read more

As Treasurer for our 31 Unit COA; I have worked with CFM for about 10 years, and I can recommend them without equivocation. Every staff member that I have encountered over the years has been professional, knowledgeable and helpful. CFM continually improves their services and provides up to date technical service as well as customer service. read more

The Worst Management Co Ever! If I could give no stars I would! CFM assumed managment of my property unbeknown to me. I was only notified if the transfer of custodianship by an outrageous notice of delinquency, stating that I owe the thousands. Long story short - payments were going to the previous management, never forwarded to CFM. I immediately reach out to rectify the situation. I spoke with 3 representatives: Andrea Rodriguez, Genesse Willis, and Sylvia Carpenter. First let me say getting a response from anyone at this company is impossible. It takes 3 weeks minimum to receive a response on ANY request. With that premise you can imagine the time I've had trying to make this right. I called Andrea...to date she hasn't returned a single phone call. After several emails back and forth w/ Genesse who implied that I was lying. Under advisement of Sylvia and Genesse I was to reach out to my institution for copies of the payments, find out what happened to the payments. I ask for a grace period so research can be done, so I can secure the funds. My bank notifies me research on the case May take 90 days. You know what CFM does? - they continue to charge, late fees, interest on the misrouted payments, and charge for sending reminder notices the entire 90 days. Even AFTER they were notified it's not my fault. Even after they had spoken to the previous Managment company! They have handled my case very callously, senselessly and reckless. In the interim CFM sends me a formal letter threatening - to put a lien against my property, accusing me of non-communication, and allegations of non payment- and adding additional fees. UNBELIEVABLE- I've been doing nothing but communicating with them since I found out and now they threaten me?! To date - after all this CFM, sad to say, I STILL don't believe the board has any idea of what's truly going on or that this happened because of the incompetence and tyrannical gatekeeping of the administration (Andrea, Sylvia, & Genesse) CFM staff are bullies, gangsters, they stop at nothing to get their money. That's all they care about! They will bludgeon you over the head mercilessly with fees, interest, "courtesy statement" fees and any other fee they can think of without ever truly trying to connect with tenants/owners. read more

I absolutely love Carol Vera with condo financial! Always love working with her! She is an absolute delight and always very responsive and helpful! read more

I love working with Carol Vera and one of my favorite! Carol is very responsive and helpful regarding to any questions or requests I may have. She's also very positive and professional on the phone and makes me feel welcome. I've been in escrow doe almost 20 years and have worked with CFM a lot throughout the years. Thank you for everything! ~ WFG National Title Danville read more

I wish Pier 39 would find another property management company because CFM is terrible. Their website is a clunky, off-the-rack relic that is hard to navigate and doesn't do account transfers. If you want to withdraw money from your account, they mail you a check. When my check didn't arrive after two weeks, I called to follow up and found out that it was "waiting for approval" and hadn't even been sent yet. No notification of this and no apology for it. read more

I don't understand the bad reviews. Condominium Financial Management is top notch! They respond to calls and emails very fast. They are always professional and their book keeping skills are great. They always go above and beyond to help and answer my questions. They are the best! read more

I work with CFM, Carol Vera in particular, many times a year as CFM handles many of the condominium and cooperative buildings in the City. Carol is GREAT and always very responsive in getting me what I request. Many times we are under quick turn around times on our deals and Carol always tries to help out with what we need as she understands the stress of business. I very much appreciate Carol and all the parties at CFM and all they do for us. read more

CFM is easily the best HOA accounting firm I have dealt with during my 35 years of management. I would recommend them to any HOA. Andrea R is amazing to work with and is always there to help resolve issues. Don C read more

Thank goodness for Genesse Rogers! Attempting to do accounting with HOAs when they change companies every year, is a BEAR! Due to Genesse's diligence, I now have clean books again. She has gone above and beyond to assist in a clear and concise, and pleasant (!!) way. Genesse is very personable and professional. Give her a raise. Laurie C./Stokley Properties read more

Having tasked CFM with managing the financial needs of several associations we know that they are up to the task. And, consistently produce that which is needed or desired. As Ascendant Association & Project Management adds associations it will continue to ask that CFM manage their financial needs. read more

Quick, efficient, accurate and friendly too. CFM has served our HOA quite well. Highly recommended.

Once again Andrea R has gone above and beyond the call of duty for me. If you need a qualified and responsive HOA accounting firm call CFM. Thenest I have dealt with in 32 years of condominium mangement. SysVest Financial, Inc. read more

The worst website I've ever had to deal with. It won't even allow you to set up autopayment because they have some scripts running that prevent the form from being filled out read more

I communicatee with Genesse Rogers on a weekly basis and she is always so time efficient when responding to my emails/requests. She is always very friends and professional. She is a pleasure to work with :) read more

I have worked with CFM for quite a while now. Everyone in their office from the Escrow Department to AP/AR and Customer Service are by far one of the best firms to deal with. Everyone in that company is always pleasant and you can tell that they all enjoy their jobs as well as who they work for. Outstanding team! read more

Great company! Employees are very responsive and wonderful to work with. I highly recommend them.

Working with everyone at Condominium Financial Management (CFM) is an exceptional experience, particularly with Maggie Sanchez. She and the whole team are professionals, through and through. They are always pleasant to deal with, knowledgeable, eager to assist with any matter and provide expert service and advice. They are a top notch accounting firm who I trust explicitly. Maggie is conscientious, quickly responds to all emails, call and requests. I always know I can count of her and everyone else and CFM. I doubt I could ever be persuaded to change accounting firms. They are the best! read more

Having worked with the CFM team in the financial management of six accounts over the past 18 months, I attest to their professionalism and drive to fulfill the varied and last minutes requests made of them. Indeed, as Ascendant Association & Property Management adds new accounts, we will have CFM handle the financial needs of those clients. read more

I just wanted to say that you have s star employee in Carol Vera she went over and above for me in regards to our client, she provide me with excellent service was always very professional and really helped us out in s very stressful situation. Kudos to you Carol and great job we will always remember this read more

In my opinion, these people are crooks. They completely ripped us off. They charged us over $4000 per year to write eight checks per month and deposit 14 monthly checks in the bank. That's the only useful thing they did for four grand. When we fired them, they charged us $75 to get our records out of storage--and so we were forced to pay them $75 on their way out the door. These people should be shut down. read more

Completely unsatisfied with this company. They manage the slip rentals at Pier 39 and I unfortunately have no choice but to deal with them. These guys charge $5 per payment if you want to pay them online (who charges for online payment these days?!), but on top of that only allow you to pay up to $500 at a time! For property rental that can easily be exceeded, which often means paying multiple fees. The worst part is, they are now charging customers $200 to signup for their accounts despite the fact that Pier 39 is also paying them to manage their properties! Thats a lot of money to pay for the privilege of simply accessing a seemingly 10 year old website in order to pay them more money in online payment fees. As a slip owner I have no choice but to deal with them, but hopefully this review will steer someone away who does have the choice. read more

God I wish CFM did property management. Willis is our HOA property mgt co and they are a mess. CFM handles our finances (thank God) and they are great!!!!!!! read more

Our HOA has been a CFM client for five years. For four of those years I was on the Board as President and, for three years as Treasurer. Our HOA had suffered through several years of dreadful management. Through the inattention of a do-nothing Board and poor management by the property managers, our finances were in shambles -- tax returns not files, annual CPA audits not done, monthly accounting records inaccurate and missing, governing documents out of date and out of compliance with Davis-Sterling, reserve funds completely depleted, individual homeowner accounts overdue, there was no budget for the current fiscal year. A new Board was installed, the incompetent property/financial managers were fired, and CFM was hired. CFM came highly recommended by other Associations and property managers. Within months they exceeded all expectations. Not only were our financial and accounting affairs put in order, but many management issues were set on the right track. Under Linnea's guidance, a special assessment was unanimously approved by the homeowners to replenish our Reserve Fund, the governing documents were brought into compliance with Davis-Sterling, a long overdue Reserve Study was initiated, a budget was developed and approved by the homeowners. Linnea also assisted us in hiring legal counsel to deal with several management issues, and she guided us in the process of hiring a competent property manager to manage the maintenance and upkeep of the building. Linnea's staff at CFM do a professional job every day keeping our accounting and financial affairs in order. Linnea herself, is invaluable in the overall management and administration of our Association. Our financial health is excellent -- we are in "good hands" with CFM. read more

Nothing bugs me more then reading unkind reviews about someone's services especially when its obvious the review is about being mean and not about being factual or helpful. What's the point? We all understand their true intentions. With that said, let me say some helpful things about Condominium Financial Management. First, I've worked closely with this firm, daily is more like it, for the past 7 plus years. Not once in that time were my needs not met. And like all long term relationships, you learn how to communicate to get what you want. After the initial "get to know you" period of a couple of months, I've been in sync with everyone I work with there to get my Association's financial needs handled quickly and effectively. Are there glitches from time to time? Of course. But here's what separates the good from the bad. CFM continues to strive for "best practices" and "excellence" with their customer service. Don't forget we live in an ever changing world of technology. CFM continues to change and grow too. Their willingness to do so says a lot about their values. I have come to know that CFM is resourceful and works with an issue until both of us are completely satisfied with the results. I just went toe to toe on something with my account manager and after a couple of lengthy emaiis I was satisfied with what I read. That's what I want in a relationship with a business partner. I don't want to sniggle over a $5 charge or some minor fee. I want to know that someone has my Association's back when it comes to their financial health - and that my friends is what I get from Condominium Financial Management. read more

I have worked with the owners of CFM and their great staff for 20 years. They provide financial management to many of my HOA clients. When I need accounting data for my files, the owner has been savvy enough to set up a system to allow remote access in order to save my staff and her staff from being overwhelmed by paperwork. Any requests for information is always met with professionalism and timeliness. The owners keep up with the latest and greatest laws affecting our HOA clients. There is a saying that you get what you pay for. In this case, you get much, much more. They are the example in our industry of how to be a GREAT Financial Management Company! read more

If I were commenting solely on their ability to keep the books, the rating would be higher. However, Linnea goes out of her way to charge for any added services, most of which aren't in your contract. For example, showing up at HOA meetings. Counting ballots. One time she got the time of our meeting wrong, so we called her and told her not to bother. She billed us anyway. She told us the sprinkler systems needed to be tested annually. I said, why haven't we tested them the past two years, both of which were when you were advising us? No answer. She complicates everything. I would avoid them. read more

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! read more

As an attorney who regularly serves common interest development associations, I have enjoyed working with CFM. Many property managers do not have the time or the knowledge to prepare and understand financial reporting and analysis. The managers who work with CFM can avoid dealing with tasks they may not understand or want to do, and get high quality reporting and analysis for their clients. Linnea and Stacie take a personal interest in all of their clients, and are quite helpful when it comes to financial analysis issues. As an attorney, I often work with them when questions come up about issues such as analysis of proper allocation of special assessments. I have found them to be both competent and efficient. read more