Condominium Financial Management

CFM is a smart, professional company that provides excellent service, and knows what they are doing. Knowledgeable, professional, and most of all… Honest!

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!!!

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.

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.

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!

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.

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.