Business Details
50+ Years
experience
Emergency
services
Your Trusted Partner for Financial Management Solutions
Founded in 1975, Condominium Financial Management (CFM) has established itself as a trusted leader in financial management services for community associations across Northern California. As a family-owned and operated business, we combine decades of industry experience with a personalized approach, ensuring every client receives tailored solutions that meet their unique needs. Our team of certified professionals holds prestigious designations such as PCAM (Professional Community Association Manager) and CCAM (Certified Community Association Manager), reflecting our commitment to excellence and ongoing professional development. Accredited by the California Association of Community Managers (CACM) and the Community Associations Institute (CAI), we adhere to the highest standards of professionalism and ethical practice.Over nearly half a century, we have built a reputation for accuracy, efficiency, and unwavering integrity in financial reporting, budget preparation, and escrow processing. Our mission remains unchanged: to deliver superior financial services with expertise, integrity, and kindness while fostering long-term relationships built on trust and mutual respect. Clients rely on our emergency payment services, transparent communication, and proactive approach to safeguard their financial interests. With a legacy of service excellence, we continue to support community associations through comprehensive financial management, leveraging our deep local knowledge and industry-specific expertise to help clients thrive.
Services
Accounts Payable
Accounts Receivable
Budget Preparation
Escrow Services
Financial Reports
General Ledger
Details
- Year established: 1975
Highlights and features
- We have 47+ years of specialized experience in community association financial management
- Our team holds prestigious PCAM and CCAM professional certifications
- We maintain industry-leading accreditations from CAI and CACM
- Emergency payment services available for urgent financial needs
- Family-owned business combining personalized service with corporate professionalism
Associations and certifications
- Community Associations Institute (CAI)
- California Association of Community Managers (CACM)
- Educational Community for Homeowners (ECHO)
What people say
Exceptional responsiveness
Professional communication
Expertise in CA regulations
Reliable financial reporting
Personalized service approach
Services
Accounts Payable
Our expert team ensures timely and accurate processing of all vendor payments and expense management. We implement rigorous verification procedures to maintain financial integrity while providing transparent reporting. Clients benefit from our emergency payment services and automated systems that streamline accounts payable workflows for community associations.
Budget Preparation
We create customized financial roadmaps through comprehensive budget analysis and forecasting. Our process incorporates historical data, reserve requirements, and future projections to ensure fiscal stability. Clients receive detailed guidance through every planning stage, supported by our deep expertise in California community association financial regulations.
Escrow Services
Our escrow processing ensures seamless property transaction management with strict compliance adherence. We coordinate with third parties to verify all financial obligations are met before closing. With meticulous attention to detail, we protect client interests through accurate demand preparation and collection oversight for delinquent accounts.
Financial Reports
We deliver precise, GAAP-compliant financial statements tailored to community association needs. Our reporting package includes balance sheets, income statements, and cash flow analyses accessible through secure online portals. Clients receive expert interpretation support to ensure clear understanding of their financial position.
General Ledger
Our comprehensive ledger management provides complete financial transaction tracking with real-time accuracy. We maintain detailed records for all association accounts while ensuring regulatory compliance. Clients benefit from our systematic approach that combines advanced accounting software with manual verification processes for maximum reliability.
People
Linnea Juarez
President
PCAM-certified leader with 47+ years in community association financial management. Developed core industry courses and served as CAI National Accountants Committee chair. Founded CFM's accreditation program and continues shaping California-specific financial standards.
Stacie Donnelly
CFO
CCAM-certified financial expert with 30+ years at CFM. Serves on CAI legislative committees and former chapter president. Combines technical expertise with community engagement through National Charity League volunteer work and client-focused financial management.
Andrea Rodriguez
Operations Manager
CCAM-certified operations leader managing day-to-day financial processes. Ensures service excellence across accounts management, client communications, and team coordination while maintaining industry compliance standards.
Katrina San Filippo
Financial Services Manager
CCAM-certified specialist overseeing financial operations and client account management. Brings extensive experience in community association financial systems and process optimization to ensure client satisfaction.
Heidi Celentano
Financial Reporting Manager
CAFMcertified expert managing financial statement preparation and reporting compliance. Ensures accurate, timely delivery of GAAP-compliant reports while providing client education on financial interpretation.
Questions
What financial services do you specialize in for community associations?
We provide comprehensive financial management including accounts payable/receivable, budget preparation, escrow processing, general ledger maintenance, and GAAP-compliant financial reporting tailored to community associations.
Are your financial professionals certified in community association management?
Yes, our team holds PCAM and CCAM certifications through CAI and CACM, with decades of combined experience in California-specific community association financial regulations.
Do you offer emergency payment processing services?
Yes, we provide urgent payment processing for unexpected financial needs with the same accuracy and security as our standard accounts payable services.
How do you ensure financial reporting accuracy?
We combine automated accounting systems with manual verification, regular audits, and certified professional oversight to maintain 100% reporting accuracy for all client accounts.
What accreditation bodies recognize your services?
We maintain accreditations from Community Associations Institute (CAI), California Association of Community Managers (CACM), and Educational Community for Homeowners (ECHO).
How can clients access financial documents?
Clients use our secure Innovia Portal for 24/7 access to historical financial reports, monthly statements, and escrow documentation with real-time account updates.
