When you compare CFM to other competing providers, you’ll find we do things a little differently. Our sole focus is to provide expert financial management for all of our clients. What does this mean to you? It means you can expect an unequaled and unrivaled level of customer service no matter what your financial needs may be. Our team is committed to managing and guarding your financial interests as if they were our own.
We have extraordinarily talented and dedicated staff members whose primary task is the preparation of our client’s financial statements. Our system is thorough and it works because we are mindful and efficient at every step of the process to ensure the highest quality for our clients.
Our software is very comprehensive and can provide many more reports upon request. We will work with the board to provide the financial package that is most useful for their review and will gladly work with the board to aid in their interpretation and understanding of the reports presented.
In addition, we offer a board portal where monthly financial packages are scanned and stored. The board can access historical reports at any time, at their convenience.
We Deliver Peace of Mind Financial Services
We are proud to be a family founded and family operated business serving associations right here in Northern California. Your peace of mind, with all of your financial transactions and needs, is our highest priority.
As a family owed and operated business we take great pride in continuing the legacy of service started by our founder nearly a half century ago. Serving our community of friends and neighbors is a joy and a privilege and we’re grateful for the opportunity.
Condo Financial Management, Inc complies with Federal and State reporting requirements by issuing IRS 1099s, IRS 1096 returns, Employment Development Department DE 542 and Board of Equalization Use Tax returns.